Counterpoint Inc (EIN 810382705) - 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

1976

Legal Domicile

Principal Officer

Twila Marchetti

Phone

4062222472

Tax Period

2024-07-01 to 2025-06-30

Counterpoint Inc, founded in 1976, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024.

Mission

Counterpoint offers intensive and standard work/day services and supported employment services. Counterpoint also offers three types of residential services: intensive group home, standard group home, and independent living supports.

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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 $179,508

Program Service Revenue $1,812,799

Investment Income $45,836

Other Revenue $0

TOTAL REVENUE $2,038,143

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,695,230

Fundraising Expenses $0

Program Expenses $1,859,198

Other Expenses $355,958

TOTAL EXPENSES $2,051,188

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,038,143	$1,921,779	+0.1%
Expenses	$2,051,188	$1,971,376	+0.0%
Net Income	$-13,045	$-49,597	-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

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

$69,237

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dave Eaton	Exec Director	40.00	Officer	$69,237	$0	$69,237
Dale Sexton	Member	1.00	Director	$0	$0	$0
Scott McMillion	President	1.00	Officer Director	$0	$0	$0
Carol Lutes	Member	1.00	Director	$0	$0	$0
Frank Wombacher	Secretary	1.00	Officer Director	$0	$0	$0
Dick Murphy	Vice President	1.00	Officer Director	$0	$0	$0
Don Gimbel	Member	1.00	Director	$0	$0	$0
Shannon Piccolo	Member	1.00	Director	$0	$0	$0
Amanda Murphy	Member	1.00	Director	$0	$0	$0
Twila Marchetti	Executive Dir.	40.00	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	$2,038,143	$2,051,188	$758,313	$-13,045
2024	$1,921,779	$1,971,376	$786,513	$-49,597
2023	$1,788,604	$1,707,193	$855,057	$81,411
2022	$1,712,891	$1,660,539	$742,020	$52,352
2021	$1,665,944	$1,653,159	$759,130	$12,785
2020	$1,432,695	$1,536,023	$856,779	$-103,328
2019	$1,364,622	$1,424,572	$787,737	$-59,950
2019	$1,364,622	$1,424,572	$787,737	$-59,950

Counterpoint Inc