PERSPECTABILITY INC (EIN 842694895) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

KELLI JENSEN

Phone

4793810931

Tax Period

2024-01-01 to 2024-12-31

PERSPECTABILITY INC, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $165K in total revenue in fiscal year 2023. The organization ran a surplus of $55K, a strong 33% operating margin.

Mission

BRIDGING THE GAPS IN RESIDENTIAL OPTIONS, CONTINUING EDUCATION, AND QUALITY SUPPORT FOR INDEPENDENT LIVING OF NEURODIVERSE ADULTS WHILE PROMOTING SELF-ADVOCACY, EDUCATING THE PUBLIC, AND ENCOURAGING MEANINGFUL INTERACTIONS WITHIN AN INCLUSIVE COMMUNITY. IT IS WITHIN OUR PHILOSOPHY TO NOT ONLY WORK TOWARD THE BUILDING AND SUPPORTING OF THOSE THAT ARE NEURODIVERGENT, BUT ALSO TO MODEL AND EDUCATE THE COMMUNITY ON THE POTENTIAL BARRIERS AND NEEDS. WE ARE WORKING ON A COMMUNITY COLLABORATION DESIGN THAT ULTIMATELY RESULTS IN A HOLISTIC APPROACH TO TRUE INCLUSION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $79,900

Program Service Revenue $86,987

Investment Income $597

Other Revenue $0

TOTAL REVENUE $167,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,221

Fundraising Expenses $0

Program Expenses $156,031

Other Expenses $146,123

TOTAL EXPENSES $159,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$167,484	$165,343	+0.0%
Expenses	$159,344	$110,716	+0.4%
Net Income	$8,140	$54,627	-0.9%

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

N/A

Volunteers

100

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

Total Directors

$13,221

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLI JENSEN	PRESIDENT	5.00	Officer Director	$0	$0	$0
LESLYE MORSE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KARAH KINKEAD	SECRETARY	5.00	Officer Director	$0	$0	$0
BECKY LOONEY	DIRECTOR OF MARKETING	5.00	Officer Director	$0	$0	$0
CORLISS SATTERFIELD	TREASURER	5.00	Officer Director	$0	$0	$0
NATALIE VOWELL	EXECUTIVE DIRECTOR	20.00	Director	$12,696	$0	$12,696
STACY PAPER	EXECUTIVE DIRECTOR	20.00	Director	$525	$0	$525

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	$167,484	$159,344	$600,643	$8,140
2023	$165,343	$110,716	$615,798	$54,627

PERSPECTABILITY INC