Shelby Residential & Vocational Services Inc (EIN 620854890) - 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

1970

Legal Domicile

Principal Officer

John Cooper

Phone

9013126812

Tax Period

2024-07-01 to 2025-06-30

Shelby Residential & Vocational Services Inc, founded in 1970, is a mid-sized nonprofit in the Human Services sector that reported $34.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

To provide the services that people with disabilities need to live meaningful lives as members of their communities.

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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 $1,299,798

Program Service Revenue $33,240,865

Investment Income $63,732

Other Revenue $-19,837

TOTAL REVENUE $34,584,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,670

Program Expenses $30,590,291

Other Expenses $33,788,670

TOTAL EXPENSES $33,788,670

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,584,558	$31,307,405	+0.1%
Expenses	$33,788,670	$32,032,414	+0.1%
Net Income	$795,888	$-725,009	-2.1%

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

N/A

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

$1,965,287

Total Directors

$2,358,107

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Herr	Director	1.00	Director	$0	$40,087	$915,607
Dr Vincent J LaSorsa	Director	1.00	Director	$0	$24,306	$596,322
Shannon Durbin	Executive Director	42.00	Officer Director	$417,639	$20,802	$468,468
Theresa C Wilson	Director	1.00	Director	$0	$960	$377,710
Eliot Green	President	1.00	Officer Director	$0	$0	$0
Jay Ebelhar	Director	1.00	Director	$0	$0	$0
Erica Hurd	Director	1.00	Director	$0	$0	$0
Frances Metheny	Director	1.00	Director	$0	$0	$0
Thomas S Papa	Treasurer until 12/5/24	1.00	Officer	$0	$25,842	$595,408
Jennifer P Gassen	Secretary	1.00	Officer	$0	$47,963	$533,934
Lisa M Mostoller	Treasurer	1.00	Officer	$0	$627	$367,477
Becky Harding	Chief Admin. Officer until 11/24	40.00	Highest	$137,628	$21,050	$172,914
Samantha Travis	Direct Support Professional	40.00	Highest	$112,960	$9,123	$122,083

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	$34,584,558	$33,788,670	$21,000,590	$795,888
2024	$31,307,405	$32,032,414	$31,502,364	$-725,009
2023	$21,877,039	$22,302,924	$19,382,851	$-425,885
2022	$28,344,823	$30,361,083	$11,136,048	$-2,016,260
2021	$26,261,794	$28,628,693	$13,268,806	$-2,366,899
2020	$27,126,551	$28,935,771	$16,206,120	$-1,809,220
2019	$28,588,562	$28,275,244	$17,805,062	$313,318

Shelby Residential & Vocational Services Inc