ALIGN SOUTHERN INDIANA INC

EIN: 824323453 501(c)(3) Mental Health

NEW ALBANY, IN

Total Revenue
$195,094
Total Expenses
$158,658
Total Assets
$292,886
Net Assets
$292,886
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
IN
Principal Officer
RITA H SHOURDS ED
Phone
5027770779
Tax Period
2022-07-01 to 2023-06-30

ALIGN SOUTHERN INDIANA INC, founded in 2017, is a small nonprofit in the Mental Health sector that reported $195K in total revenue in fiscal year 2022. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 19% operating margin.

Mission

TO ACTIVELY FACILITATE A SHARED REGIONAL PROCESS THAT WILL ALIGN RESOURCES, ADDRESS NEEDS AND PRODUCE SUSTAINABLE SOLUTIONS RESULTING IN OUR REGION ACHIEVING ITS POTENTIAL AS A BEST PLACE TO LIVE, WORK AND PLAY.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $195,094
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $195,094

Expense Breakdown

Grants Paid $0
Salaries & Benefits $118,415
Fundraising Expenses $18,574
Program Expenses $124,330
Other Expenses $40,243
TOTAL EXPENSES $158,658

Year-over-Year Comparison

2022 2021 Change
Revenue $195,094 $120,563 +0.6%
Expenses $158,658 $131,247 +0.2%
Net Income $36,436 $-10,684 -4.4%
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

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Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
1
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
5
$110,000
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RITA SHOURDS ED PRESIDENT AND CEO 40.00
Officer
$110,000 $0 $110,000
PAM BENNETT MARTIN GOVERNING BOARD CHAIR 1.00
Officer Director
$0 $0 $0
S BUTCH SHAW VICE CHAIR 1.00
Officer Director
$0 $0 $0
JOHN LAWSON TREASURER 1.00
Officer Director
$0 $0 $0
JAIME TOPPE SECRETARY 1.00
Officer Director
$0 $0 $0
PHIL MCCAULEY BOARD MEMBER 1.00
Director
$0 $0 $0
WENDY DANT CHESSER BOARD MEMBER 1.00
Director
$0 $0 $0
KELLY DULANEY BOARD MEMBER 1.00
Director
$0 $0 $0
MARK EASTRIDGE PHD BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL EICHENBERGER MD BOARD MEMBER 1.00
Director
$0 $0 $0
TOM HEIN BOARD MEMBER 1.00
Director
$0 $0 $0
LISA BRONES HUBER BOARD MEMBER 1.00
Director
$0 $0 $0
JUDY JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
LISA LONG BOARD MEMBER 1.00
Director
$0 $0 $0
JULIE MOORMAN BOARD MEMBER 1.00
Director
$0 $0 $0
PAM OTTERSBACH BOARD MEMBER 1.00
Director
$0 $0 $0
KIMRA SCHLEICHER JD BOARD MEMBER 1.00
Director
$0 $0 $0
LINDA SPEED 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 No data No data No data No data
2023 $195,094 $158,658 $292,886 $36,436
2021 $308,812 $129,825 $267,134 $178,987
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