STARKLOFF DISABILITY INSTITUTE (EIN 841616567) - 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

2003

Legal Domicile

Principal Officer

LORI BECKER

Phone

3145887090

Tax Period

2023-01-01 to 2023-12-31

STARKLOFF DISABILITY INSTITUTE, founded in 2003, is a community nonprofit in the Medical Research sector that reported $4.4M in total revenue in fiscal year 2023. Revenue surged 204% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 74% operating margin.

Mission

DISABILITY-LED PROGRAMS THAT ADVANCE ECONOMIC OPPORTUNITY FOR PEOPLE WITH DISABILITIES

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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 $4,178,095

Program Service Revenue $152,450

Investment Income $53,017

Other Revenue $211

TOTAL REVENUE $4,383,773

Expense Breakdown

Grants Paid $0

Salaries & Benefits $695,154

Fundraising Expenses $198,466

Program Expenses $888,715

Other Expenses $449,962

TOTAL EXPENSES $1,145,116

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,383,773	$1,440,947	+2.0%
Expenses	$1,145,116	$1,248,733	-0.1%
Net Income	$3,238,657	$192,214	+15.8%

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

$175,770

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NOVEMBER CHAMPION	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE DEGNAN	CHAIRPERSON	3.00	Officer Director	$0	$0	$0
KEVIN ERBS	TREASURER FROM 4/23	2.00	Officer Director	$0	$0	$0
KARA KOPPLIN	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
MICHAEL REESE	TREASURER/DIRECTOR THROUGH 3/23	2.00	Officer Director	$0	$0	$0
DAVE BAKER	DIRECTOR	1.00	Director	$0	$0	$0
AMY BIRD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BLANTON III	DIRECTOR	1.00	Director	$0	$0	$0
GERARD BUCKLEY	DIRECTOR	1.00	Director	$0	$0	$0
HARRIET FELMAN	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELINE JEFFERSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA LAWRENCE	DIRECTOR	1.00	Director	$0	$0	$0
KATHY LOVELL	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL NIELSEN	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN PARRISH	DIRECTOR	1.00	Director	$0	$0	$0
ADEWALE SOLUADE	DIRECTOR	1.00	Director	$0	$0	$0
LUKE TERRELL	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON ZUCK	DIRECTOR	1.00	Director	$0	$0	$0
LORI BECKER	INTERIM CEO	45.00	Officer	$100,000	$0	$100,000
BRIAN CHAO	CFO	45.00	Officer	$75,770	$0	$75,770

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	No data	No data	No data	No data
2023	$4,383,773	$1,145,116	$4,303,170	$3,238,657
2022	$1,440,947	$1,248,733	$1,233,474	$192,214
2021	$1,451,893	$1,031,775	$918,711	$420,118
2020	$1,275,101	$1,089,323	$537,982	$185,778
2019	$738,327	$888,862	$254,561	$-150,535
2018	$1,084,702	$799,856	$397,419	$284,846

STARKLOFF DISABILITY INSTITUTE