SELF DETERMINATION RESOURCES INC (EIN 911827440) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

DAN PECCIA

Phone

5032927142

Tax Period

2024-07-01 to 2025-06-30

SELF DETERMINATION RESOURCES INC, founded in 1997, is a community nonprofit in the Human Services sector that reported $5.1M in total revenue in fiscal year 2024.

Mission

TO ASSIST PEOPLE WITH DEVELOPMENTAL DISABILITIES IN ACHIEVING TRUE CHOICE AND CONTROL OVER THEIR LIVES BY PROVIDING SUPPORT SERVICES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,075,462

Program Service Revenue $17,432

Investment Income $44,498

Other Revenue $500

TOTAL REVENUE $5,137,892

Expense Breakdown

Grants Paid $679,130

Salaries & Benefits $3,978,553

Fundraising Expenses $0

Program Expenses $4,445,520

Other Expenses $471,894

TOTAL EXPENSES $5,129,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,137,892	$4,767,603	+0.1%
Expenses	$5,129,577	$4,829,711	+0.1%
Net Income	$8,315	$-62,108	-1.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$167,524

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL GILBERT	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA HOWARD	TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN METCALF	SECRETARY	1.00	Officer Director	$0	$0	$0
KRISTIE HOLMQUIST	DIRECTOR	1.00	Director	$0	$0	$0
HELANA LULAY	DIRECTOR	1.00	Director	$0	$0	$0
KAREN MCKENNEY	DIRECTOR	1.00	Director	$0	$0	$0
ALENA VAZQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
DONALD SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
TIM WEILER	DIRECTOR	1.00	Director	$0	$0	$0
DAN PECCIA	EXECUTIVE DIRECTOR	40.00	Officer	$147,646	$19,878	$167,524

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	$5,137,892	$5,129,577	$3,138,453	$8,315
2024	$4,767,603	$4,829,711	$3,431,874	$-62,108
2023	$4,501,212	$4,498,217	$3,611,826	$2,995
2022	$4,274,891	$3,746,839	$3,288,989	$528,052
2021	$3,098,500	$2,932,513	$2,773,517	$165,987
2020	$3,002,613	$2,662,754	$2,592,480	$339,859
2019	$2,613,360	$2,523,353	$2,246,847	$90,007
2018	$2,600,223	$2,259,316	$2,149,698	$340,907

SELF DETERMINATION RESOURCES INC