MONROE ASSOCIATION FOR RETARDED CITIZENS INC (EIN 591031546) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Phone

3052949526

Tax Period

2024-07-01 to 2025-06-30

MONROE ASSOCIATION FOR RETARDED CITIZENS INC, founded in 1966, is a community nonprofit in the Human Services sector that reported $5.8M in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 29% operating margin.

Mission

To provide our clients with developmental disabilities dignified, compassionate, professional care in a family environment for the duration of their needs.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,034,813

Program Service Revenue $2,234,172

Investment Income $186,425

Other Revenue $326,511

TOTAL REVENUE $5,781,921

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,909,848

Fundraising Expenses $0

Program Expenses $3,368,855

Other Expenses $1,192,732

TOTAL EXPENSES $4,102,580

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,781,921	$3,323,708	+0.7%
Expenses	$4,102,580	$3,556,379	+0.2%
Net Income	$1,679,341	$-232,671	-8.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

300

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Diana Flenard	Executive Director	40.00		$167,545	$0	$167,545
Clint Bower	Executive Director	40.00		$163,772	$1,744	$165,516
DIANE SCHMIDT	Director	1.00	Director	$0	$0	$0
MARK STANTON	President	1.00	Officer Director	$0	$0	$0
KEVIN ZUELCH	Treasurer	1.00	Officer Director	$0	$0	$0
SUSAN HAM	Secretary	1.00	Officer Director	$0	$0	$0
MARY VANDEN BROOK	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM CUNDY	Director	1.00	Director	$0	$0	$0
CHRISTOPHER SCHULTZ	Vice President	1.00	Director	$0	$0	$0
JOHNNA SLEITH	Director	1.00	Director	$0	$0	$0
DIANE MILOSNICKI	Director	1.00	Director	$0	$0	$0
SHERRY READ	Director	1.00	Director	$0	$0	$0
DIANNE RUSSELL	Director	1.00	Director	$0	$0	$0
RICHARD FOWLER	Director	1.00	Director	$0	$0	$0
LISA ROESER	Director	1.00	Director	$0	$0	$0
MICHAEL MARRERO	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$5,781,921	$4,102,580	$6,013,595	$1,679,341
2024	$3,323,708	$3,556,379	$4,387,193	$-232,671
2023	$3,890,137	$3,929,751	$3,877,550	$-39,614
2022	$3,311,689	$3,627,013	$4,761,253	$-315,324
2021	$3,319,078	$3,376,618	$4,762,486	$-57,540
2020	$3,482,192	$3,505,570	$4,763,543	$-23,378
2019	$3,658,738	$3,391,444	$4,288,504	$267,294
2018	$3,298,852	$3,049,692	$4,009,409	$249,160

MONROE ASSOCIATION FOR RETARDED CITIZENS INC