DEKALB COUNTY MENTAL RETARDATION BOARD (EIN 630910551) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

AMANDA PHILLIPS

Phone

2568451097

Tax Period

2024-10-01 to 2025-09-30

DEKALB COUNTY MENTAL RETARDATION BOARD INC, founded in 1985, is a community nonprofit in the Mental Health sector that reported $1.9M in total revenue in fiscal year 2016.

Mission

TO ENHANCE THE LIVES OF PERSONS WITH INTELLECTUAL DISABILITIES LIVING IN DEKALB COUNTY, ALABAMA BY PROVIDING DAY HABILITATION, RESIDENTIAL HABILITATION, AND INDIVIDUAL CASE MANAGEMENT THROUGH CONTRACTS WITH THE ALABAMA DEPARTMENT OF MENTAL HEALTH.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $206,409

Investment Income $3,905

Other Revenue $0

TOTAL REVENUE $210,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,434

Fundraising Expenses $0

Program Expenses $141,222

Other Expenses $33,210

TOTAL EXPENSES $176,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,314	$234,359	-0.1%
Expenses	$176,644	$201,516	-0.1%
Net Income	$33,670	$32,843	+0.0%

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

$68,579

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY SPURGEON	DIRECTOR	1.00	Director	$0	$0	$0
DANA GREESON	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
GELANE NELSON	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY WHITESIDE	DIRECTOR	1.00	Director	$0	$0	$0
KIM KENNA	DIRECTOR	1.00	Director	$0	$0	$0
HANNAH CHANDLER	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE QUEVEDO	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE NORWOOD	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE LARSON	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA PHILLIPS	EXECUTIVE DIRECTOR	32.00	Officer	$68,579	$0	$68,579
BRUCE HALE	PRESIDENT	1.00	Officer	$0	$0	$0
MARILYN PEPPERS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
PAT CAGLE	SECRETARY	1.00	Officer	$0	$0	$0
DON LUCY	TREASURER	1.00	Officer	$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	$210,314	$176,644	$902,063	$33,670
2024	$234,359	$201,516	$894,524	$32,843
2023	$228,154	$207,289	$868,183	$20,865
2022	$162,406	$178,459	$781,137	$-16,053
2021	$215,199	$185,450	$787,947	$29,749
2020	$2,014,443	$1,978,736	$886,472	$35,707
2019	$1,898,918	$1,861,147	$861,882	$37,771
2018	$1,884,580	$1,864,770	$816,738	$19,810
2017	$1,867,078	$1,919,398	$781,460	$-52,320

DEKALB COUNTY MENTAL RETARDATION BOARD