OPTIONS FOR INDIVIDUALS INC

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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

1984

Legal Domicile

Phone

5024930007

Tax Period

2023-07-01 to 2024-06-30

OPTIONS FOR INDIVIDUALS INC, founded in 1984, is a small nonprofit in the Human Services sector that reported $267K in total revenue in fiscal year 2023.

Mission

Options for Individuals Inc. provides services and educational classes that create a variety of opportunities for individuals with physical and or intellectual disabilities to fullfill their roles as valued members of the community

Program Service Accomplishments

Program 1

Expenses: $232,912 Revenue: $267,392

Options for Individuals continues to make it a priority to assist individuals with disabilities as they work to re-establish and re-engage with their community connections.

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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 $13,560

Program Service Revenue $259,490

Investment Income $-5,658

Other Revenue $0

TOTAL REVENUE $267,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $130,401

Fundraising Expenses $11,101

Program Expenses $232,912

Other Expenses $146,968

TOTAL EXPENSES $277,369

Year-over-Year Comparison

	2023	2022	Change
Revenue	$267,392	$279,400	0.0%
Expenses	$277,369	$220,593	+0.3%
Net Income	$-9,977	$58,807	-1.2%

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

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

$59,194

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Allen Balderson	Board President	0.00	Officer	$0	$0	$0
Justin Smith	Vice President	0.00	Officer	$0	$0	$0
Brenda Creech	Treasurer	0.00	Officer	$0	$0	$0
Patricia Farrell	Secretary	0.00	Officer	$0	$0	$0
Sonia Johnson	Executive Director	50.00	Key Emp	$59,194	$0	$59,194

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	$267,392	$277,369	$68,101	$-9,977
2023	$279,400	$220,593	$83,924	$58,807
2022	$250,711	$248,606	$105,518	$2,105
2021	$145,892	$221,784	$123,898	$-75,892