NEW PERCEPTIONS INC (EIN 610705047) - 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

1952

Legal Domicile

Principal Officer

SHAWN CARROLL

Phone

8593449322

Tax Period

2023-07-01 to 2024-06-30

NEW PERCEPTIONS INC, founded in 1952, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2023. Expenses of $2.8M left a modest 9% surplus.

Mission

PROVIDE SERVICES FOR INTELLECTUALLY/DEVELOPMENTALLY DISABLED

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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 $743,111

Program Service Revenue $2,241,137

Investment Income $90,956

Other Revenue $50,853

TOTAL REVENUE $3,126,057

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,205,018

Fundraising Expenses $94,023

Program Expenses $2,481,389

Other Expenses $637,733

TOTAL EXPENSES $2,842,751

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,126,057	$2,901,864	+0.1%
Expenses	$2,842,751	$2,571,078	+0.1%
Net Income	$283,306	$330,786	-0.1%

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

179

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

$124,296

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWN CARROLL	EXECUTIVE DI	54.50	Officer	$121,935	$2,361	$124,296
BRAD ARTHUR	BOARD MEMBER	1.00	Director	$0	$0	$0
DESMA BORLAND	2ND VICE PRE	1.00	Officer Director	$0	$0	$0
JAMIE BURNS	TREASURER	1.00	Officer Director	$0	$0	$0
KENT DAILEY	SECRETARY	1.00	Officer Director	$0	$0	$0
DOTTIE DAWSON	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE DICKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLIE GARRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA LUEKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER MEYERS	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA NORTMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE STITT	1ST VICE PRE	1.00	Officer 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	No data	No data	No data	No data
2024	$3,126,057	$2,842,751	$4,724,783	$283,306
2023	$2,901,864	$2,571,078	$4,101,457	$330,786
2022	$3,238,577	$2,543,822	$3,843,632	$694,755
2021	$3,014,151	$2,385,000	$3,614,971	$629,151
2020	$2,747,287	$2,489,514	$2,455,877	$257,773
2019	$2,968,146	$2,744,827	$2,151,206	$223,319

NEW PERCEPTIONS INC