Assist Inc (EIN 870285967) - 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

Phone

8013557085

Tax Period

2024-07-01 to 2025-06-30

Assist Inc is a community nonprofit in the Housing & Shelter sector that reported $2.7M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.5M left a modest 5% surplus.

Mission

Assist provides architectural design, community planning and development assistance to nonprofit and community groups, and housing accessibility design assistance to low income households or persons 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 (2024)

Revenue Breakdown

Contributions & Grants $1,627,904

Program Service Revenue $1,045,253

Investment Income $654

Other Revenue $0

TOTAL REVENUE $2,673,811

Expense Breakdown

Grants Paid $1,197,226

Salaries & Benefits $666,694

Fundraising Expenses $0

Program Expenses $2,419,200

Other Expenses $679,560

TOTAL EXPENSES $2,543,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,673,811	$2,431,964	+0.1%
Expenses	$2,543,480	$2,304,321	+0.1%
Net Income	$130,331	$127,643	+0.0%

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

$117,785

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jason Wheeler	Executive Dir.	40.00	Officer	$117,785	$0	$117,785
Valerie Greer	Vice President	0.00	Officer Director	$0	$0	$0
Vance Siebers	Board Member	0.00	Director	$0	$0	$0
Marti Mitchell	Secretary	0.00	Officer Director	$0	$0	$0
Sophie Belina	Treasurer	0.00	Officer Director	$0	$0	$0
Benjamin Schreiter	President	0.00	Officer Director	$0	$0	$0
Antonia Vazquez	Board Member	0.00	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	$2,673,811	$2,543,480	$1,009,852	$130,331
2024	$2,431,964	$2,304,321	$865,576	$127,643
2023	$2,198,046	$2,156,095	$576,470	$41,951
2022	$1,838,411	$1,786,494	$697,528	$51,917
2021	$1,406,038	$1,354,873	$658,618	$51,165
2020	$1,263,193	$1,235,624	$491,663	$27,569
2019	$1,160,210	$1,189,101	$340,690	$-28,891
2018	$1,200,258	$1,150,554	$247,197	$49,704

Assist Inc