Sheltered Work Activity Program Inc (EIN 731148788) - 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

1982

Legal Domicile

Principal Officer

Donna Mealer

Tax Period

2023-07-01 to 2024-06-30

Sheltered Work Activity Program Inc, founded in 1982, is a community nonprofit that reported $5.6M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

The organization provides residential and vocational support for persons with developmental disabilities.

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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 $5,004,911

Program Service Revenue $544,544

Investment Income $0

Other Revenue $48,387

TOTAL REVENUE $5,597,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,462,393

Fundraising Expenses $0

Program Expenses $5,426,062

Other Expenses $1,681,328

TOTAL EXPENSES $6,143,721

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,597,842	$6,313,772	-0.1%
Expenses	$6,143,721	$6,083,744	+0.0%
Net Income	$-545,879	$230,028	-3.4%

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

265

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Jackson	Member	1.00	Director	$0	$0	$0
Avery Rigney	Member	1.00	Director	$0	$0	$0
Matthew Beese	Chairman	1.00	Officer Director	$0	$0	$0
Lynn Cragg	Vice Chair	1.00	Officer Director	$0	$0	$0
Donna Mealer	Executive Director	40.00	Officer Highest	$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	$5,597,842	$6,143,721	$3,516,167	$-545,879
2023	$6,313,772	$6,083,744	$4,157,806	$230,028
2022	$6,390,815	$5,735,771	$3,971,710	$655,044
2021	$5,912,788	$5,924,921	$3,364,569	$-12,133
2020	$5,687,138	$5,662,895	$3,449,713	$24,243
2019	$5,508,814	$5,178,655	$2,552,826	$330,159
2018	$5,195,656	$5,035,419	$2,210,096	$160,237

Sheltered Work Activity Program Inc