DDI VANTAGE (EIN 870296262) - 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

1971

Legal Domicile

Phone

8012663979

Tax Period

2024-07-01 to 2025-06-30

DDI VANTAGE, founded in 1971, is a mid-sized nonprofit that reported $10.1M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

TO PROVIDE EARLY INTERVENTION, SUPPORTED EMPLOYMENT AND SUPPORTED LIVING, AND EARLY HEAD START PROGRAMS AS OUTLINED BELOW.

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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 $10,083,897

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $10,083,897

Expense Breakdown

Grants Paid $706,282

Salaries & Benefits $8,200,954

Fundraising Expenses $51,307

Program Expenses $9,410,670

Other Expenses $1,332,628

TOTAL EXPENSES $10,239,864

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,083,897	$10,958,458	-0.1%
Expenses	$10,239,864	$10,970,791	-0.1%
Net Income	$-155,967	$-12,333	+11.6%

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

164

Volunteers

200

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLIE LYON	ADMINISTRATOR	40.00		$128,954	$20,646	$149,600
DANIEL HEAPS	Trustee	0.00	Director	$0	$0	$0
MARSHA JOHNSON	Secretary	0.00	Director	$0	$0	$0
JILL CONNOR	President	0.00	Director	$0	$0	$0
PATRICE GOINS-BOYD	Trustee	0.00	Director	$0	$0	$0
JUDY ASHCROFT	Trustee	0.00	Director	$0	$0	$0
MELYNDA EPPERSON	Trustee	0.00	Director	$0	$0	$0
MEGAN MCQUARRIE	Trustee	0.00	Director	$0	$0	$0
JOHN HARVEY	Vice President	0.00	Director	$0	$0	$0
ALISON MEAGHER	Trustee	0.00	Director	$0	$0	$0
SHELBY SHUGART	Trustee	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	$10,083,897	$10,239,864	$3,360,182	$-155,967
2024	$10,958,458	$10,970,791	$3,629,666	$-12,333
2023	$11,292,495	$11,262,688	$1,672,887	$29,807
2022	$10,802,741	$10,843,523	$1,827,900	$-40,782
2021	$9,830,705	$9,852,705	$1,818,644	$-22,000
2020	$9,671,054	$9,706,500	$1,778,025	$-35,446

DDI VANTAGE