Emerge Recovery and Trades Initiative

EIN: 870848322 501(c)(3) Mental Health

Xenia, OH

Total Revenue
$4,166,757
Total Expenses
$3,711,153
Total Assets
$5,548,022
Net Assets
$2,314,105
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
OH
Principal Officer
Rachel Huffman
Phone
9372724925
Tax Period
2024-01-01 to 2024-12-31

Emerge Recovery and Trades Initiative, founded in 2021, is a community nonprofit in the Mental Health sector that reported $4.2M in total revenue in fiscal year 2024. Revenue surged 98% from the prior year, signaling strong growth momentum. Expenses of $3.7M left a modest 11% surplus.

Mission

To operate a property used in connection with, among other things, providing substance abuse treatment facilities, stable temporary housing as transition support coming out of substance abuse treatment facilities, and providing long-term life skills to those people as well as young adults emancipating from foster care.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,346,458
Program Service Revenue $2,449,432
Investment Income $0
Other Revenue $370,867
TOTAL REVENUE $4,166,757

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,231,629
Fundraising Expenses $178,733
Program Expenses $2,871,439
Other Expenses $1,479,524
TOTAL EXPENSES $3,711,153

Year-over-Year Comparison

2024 2023 Change
Revenue $4,166,757 $2,109,031 +1.0%
Expenses $3,711,153 $1,947,049 +0.9%
Net Income $455,604 $161,982 +1.8%
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

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Governance

Voting Members
13
Independent Members
13
Employees
79
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
2
$0
Total Directors
13
$133,327
Key Employees
1
$133,327
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Phil DiYanni Interim President 10.00
Officer Director
$0 $0 $0
Brittini Long Trustee 10.00
Director
$0 $0 $0
Carl Lux Trustee 10.00
Director
$0 $0 $0
Danny Manley Ex Officio Trustee 10.00
Director
$0 $0 $0
Jim Cross Trustee 10.00
Director
$0 $0 $0
Van Halloway Trustee 10.00
Director
$0 $0 $0
Rachel Huffman Executive Director 40.00
Director Key Emp
$133,327 $0 $133,327
Mark Mazer Trustee 10.00
Director
$0 $0 $0
Adam McKibbin Trustee 10.00
Director
$0 $0 $0
Terry Offenberger Treasurer 10.00
Officer Director
$0 $0 $0
Christian Rattin Trustee 10.00
Director
$0 $0 $0
Sarah Spees Trustee 10.00
Director
$0 $0 $0
Rusty Toadvine Trustee 10.00
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
2024 $4,166,757 $3,711,153 $5,548,022 $455,604
2023 $2,109,031 $1,947,049 $5,467,779 $161,982
2022 $2,184,245 $733,862 $2,835,685 $1,450,383
2021 $549,223 $303,091 $267,341 $246,132
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