THE CENTER FOR SPECIAL NEEDS TRUST ADMINISTRATION INC (EIN 593705979) - 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

2000

Legal Domicile

Phone

9544682444

Tax Period

2023-01-01 to 2023-12-31

THE CENTER FOR SPECIAL NEEDS TRUST ADMINISTRATION INC, founded in 2000, is a community nonprofit in the Human Services sector that reported $6.5M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 26% operating margin.

Mission

THE CENTER FOR SPECIAL NEEDS TRUST ADMINISTRATION ("THE CENTER") PROVIDES SPECIALIZED TRUSTEE AND TRUST ADMINISTRATION SERVICES TO THE DISABLED AND ELDERLY COMMUNITY TO PROTECT ASSET BASED PUBLIC BENEFITS. OUR MISSION IS TO GIVE OUR BENEFICIARIES QUALITY OF LIFE WHILE PRESERVING ELIGIBILITY FOR INCOME AND ASSET BASED RESOURCES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,654,356

Program Service Revenue $3,992,694

Investment Income $849,136

Other Revenue $47,890

TOTAL REVENUE $6,544,076

Expense Breakdown

Grants Paid $153,625

Salaries & Benefits $1,739,969

Fundraising Expenses $0

Program Expenses $3,802,777

Other Expenses $2,949,109

TOTAL EXPENSES $4,842,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,544,076	$4,752,053	+0.4%
Expenses	$4,842,703	$4,159,124	+0.2%
Net Income	$1,701,373	$592,929	+1.9%

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

N/A

Employees

Volunteers

N/A

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

$442,501

Total Directors

$442,501

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE DIEBERT	President	60.00	Officer Director	$163,360	$7,992	$171,352
LAURA DAVIS	Vice President	60.00	Officer Director	$151,601	$8,239	$159,840
CARL SCHROEDER	Secretary	45.00	Officer Director	$111,309	$0	$111,309

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
2024	No data	No data	No data	No data
2023	$6,544,076	$4,842,703	$7,566,359	$1,701,373
2022	$4,752,053	$4,159,124	$5,706,287	$592,929
2021	$5,035,526	$3,956,574	$5,151,201	$1,078,952
2020	$5,875,159	$5,150,487	$4,031,632	$724,672
2019	$4,705,956	$4,806,582	$3,509,197	$-100,626
2018	$5,381,854	$5,032,164	$3,641,677	$349,690

THE CENTER FOR SPECIAL NEEDS TRUST ADMINISTRATION INC