ASPYR (EIN 811497840) - 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

2016

Legal Domicile

Principal Officer

LISA PATT-MCDANIEL

Phone

6145596051

Tax Period

2023-07-01 to 2024-06-30

ASPYR, founded in 2016, is a mid-sized nonprofit in the Employment sector that reported $13.8M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

TO PARTNER WITH AREA BUSINESSES AND ORGANIZATIONS ON WORKFORCE NEEDS SO THAT PEOPLE ARE FULLY EMPLOYED AT THEIR ABILITY AND POTENTIAL IN THE THRIVING CENTRAL OHIO ECONOMY.

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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 $13,812,424

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $13,812,424

Expense Breakdown

Grants Paid $10,340,451

Salaries & Benefits $1,346,696

Fundraising Expenses $0

Program Expenses $12,924,479

Other Expenses $2,132,591

TOTAL EXPENSES $13,819,738

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,812,424	$11,757,357	+0.2%
Expenses	$13,819,738	$11,633,162	+0.2%
Net Income	$-7,314	$124,195	-1.1%

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

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

$326,683

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN GRANT	TREASURER	0.50	Officer Director	$0	$0	$0
BRIAN MORRIS	MEMBER	0.50	Director	$0	$0	$0
JIM NEGRON	CHAIR	0.50	Officer Director	$0	$0	$0
EVELYN SULLEN SMITH	PAST BOARD CHAIR	0.50	Director	$0	$0	$0
ARCHIE WILLIAMSON	MEMBER	0.50	Director	$0	$0	$0
SUMITHRA JAGANNATH	MEMBER	0.50	Director	$0	$0	$0
BO CHILTON	MEMBER	0.50	Director	$0	$0	$0
MATT HABASH	MEMBER	0.50	Director	$0	$0	$0
LISA COURTICE	MEMBER	0.50	Director	$0	$0	$0
PEGEEN CLEARY POTTS	SECRETARY	0.50	Officer Director	$0	$0	$0
QUINTEN HARRIS	MEMBER	0.50	Director	$0	$0	$0
JEREMY GILDOW	MEMBER	0.50	Director	$0	$0	$0
TOM POOLE	MEMBER	0.50	Director	$0	$0	$0
ROCKY PARKER	MEMBER	0.50	Director	$0	$0	$0
NICHOLE KNEEDLER	CO CHAIR	0.50	Director	$0	$0	$0
JOY BIVENS	MEMBER	0.50	Director	$0	$0	$0
ANTHONY CALDWELL	MEMBER	0.50	Director	$0	$0	$0
LISA DEVINE	MEMBER	0.50	Director	$0	$0	$0
RUCHELLE PRIDE	MEMBER	0.50	Director	$0	$0	$0
ASHON MCKENZIE	MEMBER	0.50	Director	$0	$0	$0
LISA PATT-MCDANIEL	PRESIDENT/CEO	40.00	Officer	$183,186	$11,133	$194,319
CHANDLER SHANNAN	COO/CFO	40.00	Officer	$119,691	$12,673	$132,364

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	$13,812,424	$13,819,738	$4,158,592	$-7,314
2023	$11,757,357	$11,633,162	$5,385,731	$124,195
2022	$10,258,211	$10,275,750	$5,573,124	$-17,539
2021	$9,387,231	$9,353,553	$1,226,414	$33,678
2020	$7,394,272	$7,427,035	$1,422,563	$-32,763
2019	$6,184,251	$6,098,112	$1,335,923	$86,139
2018	$5,132,875	$5,126,600	$1,170,448	$6,275

ASPYR