QUALITY TRUST FOR INDIVIDUALS WITH DISABILITIES INC (EIN 742994661) - 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

2001

Legal Domicile

Principal Officer

SHAWN ULLMAN

Phone

2024481450

Tax Period

2023-10-01 to 2024-09-30

QUALITY TRUST FOR INDIVIDUALS WITH DISABILITIES INC, founded in 2001, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $2.6M exceeded revenue, resulting in a 52% operating deficit.

Mission

SUPPORTING PEOPLE WITH DEVELOPMENTAL DISABILITIES TO LIVE SAFE, HEALTHY AND QUALITY LIVES.

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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 $292,911

Program Service Revenue $136,337

Investment Income $1,289,449

Other Revenue $13,282

TOTAL REVENUE $1,731,979

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,866,128

Fundraising Expenses $219,656

Program Expenses $1,788,133

Other Expenses $764,544

TOTAL EXPENSES $2,630,672

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,731,979	$2,025,279	-0.1%
Expenses	$2,630,672	$2,540,749	+0.0%
Net Income	$-898,693	$-515,470	+0.7%

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

$161,240

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAHERO OTIENO	SECRETARY, CHAIR - AS OF 01/24	2.50	Officer Director	$0	$0	$0
NICOLE JORWIC	CHAIR - UNTIL 12/23	2.50	Officer Director	$0	$0	$0
DAVID GOLDFARB DIRECTOR	UNTIL 12/23, VICE-CHAIR/TREASURER	2.50	Officer Director	$0	$0	$0
CURTIS SCHEHR	VICE-CHAIR/TREASURER - UNTIL 12/23	2.50	Officer Director	$0	$0	$0
KATHERINE BOE HEUCK	DIRECTOR	1.50	Director	$0	$0	$0
CHADWICK CHARLES	DIRECTOR	1.50	Director	$0	$0	$0
CAREY DEMATTEIS	DIRECTOR - UNTIL 12/23	1.50	Director	$0	$0	$0
TARA ENGEL	DIRECTOR	1.50	Director	$0	$0	$0
QUINTINA HAMPTON	DIRECTOR - UNTIL 12/23	1.50	Director	$0	$0	$0
RYAN KING	DIRECTOR	1.50	Director	$0	$0	$0
LISA MATTHEWS	DIRECTOR	1.50	Director	$0	$0	$0
YOLANDRA A PLUMMER PHD	DIRECTOR - UNTIL 12/23	1.50	Director	$0	$0	$0
MARIANA ROIG	DIRECTOR	1.50	Director	$0	$0	$0
JACKIE SPAINHOUR	DIRECTOR	1.50	Director	$0	$0	$0
WALTER SUSKIND	DIRECTOR	1.50	Director	$0	$0	$0
SHERRY TEYCER	DIRECTOR	1.50	Director	$0	$0	$0
DONNA THORNTON	DIRECTOR	1.50	Director	$0	$0	$0
KEITH WRIGHT	DIRECTOR	1.50	Director	$0	$0	$0
SHAWN ULLMAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$155,000	$6,240	$161,240
PHYLLIS A HOLTON DEPUTY	DIRECTOR OF OUTREACH & DEVELOPMENT	40.00	Highest	$112,744	$20,962	$133,706
JAMES J LETHBRIDGE	DEPUTY DIRECTOR OF PROGRAMS	40.00	Highest	$112,010	$21,584	$133,594
JENISE S ROSS	DEPUTY DIRECTOR OF OPERATIONS	40.00	Highest	$112,476	$19,753	$132,229
KIMBERLY K CHAVIS	HEALTHCARE COORDINATOR	40.00	Highest	$105,224	$14,708	$119,932

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
2024	$1,731,979	$2,630,672	$16,063,876	$-898,693
2023	$2,025,279	$2,540,749	$14,971,806	$-515,470
2022	$1,893,695	$2,721,026	$14,471,383	$-827,331
2021	$2,094,868	$2,635,133	$19,455,901	$-540,265
2020	$1,968,815	$2,547,992	$17,566,731	$-579,177
2019	$2,432,884	$2,886,986	$17,876,271	$-454,102
2018	$2,182,062	$2,947,390	$19,622,523	$-765,328

QUALITY TRUST FOR INDIVIDUALS WITH DISABILITIES INC