People with Disabilities Succeeding (EIN 811768753) - 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

Phone

4154590270

Tax Period

2023-07-01 to 2024-06-30

People with Disabilities Succeeding, founded in 2016, is a community nonprofit in the Employment sector that reported $2.2M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $2.1M left a modest 4% surplus.

Mission

Community support for Developmentally Disabled Adults, with a main emphasis on helping people to obtain and maintain real jobs in local businesses.

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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 $74,100

Program Service Revenue $2,102,180

Investment Income $93

Other Revenue $1,791

TOTAL REVENUE $2,178,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,633,968

Fundraising Expenses $536

Program Expenses $1,952,964

Other Expenses $459,562

TOTAL EXPENSES $2,093,530

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,178,164	$2,400,088	-0.1%
Expenses	$2,093,530	$1,965,214	+0.1%
Net Income	$84,634	$434,874	-0.8%

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

$200,296

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Markey	Executive Director	40.00	Officer	$200,296	$0	$200,296
Katherine Doering	President	1.00	Officer Director	$0	$0	$0
Gail Sollid	Secretary	1.00	Officer Director	$0	$0	$0
Catherine Varnau	Treasurer	1.00	Officer Director	$0	$0	$0
Denise Belanger	Board Member	1.00	Director	$0	$0	$0
Brian Lyng	Board Member	1.00	Director	$0	$0	$0
Mary Mauro	Board Member	1.00	Director	$0	$0	$0
Robin Sloan	Board Member	1.00	Director	$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	$2,178,164	$2,093,530	$1,069,255	$84,634
2023	$2,400,088	$1,965,214	$1,080,846	$434,874
2022	$1,489,239	$1,686,695	$293,181	$-197,456
2021	$1,635,063	$1,412,006	$446,624	$223,057
2020	$1,383,497	$1,355,971	$387,877	$27,526
2019	$1,312,137	$1,323,352	$181,402	$-11,215
2018	$1,356,832	$1,300,948	$193,953	$55,884

People with Disabilities Succeeding