ABILITREE

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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

1981

Legal Domicile

Principal Officer

TRAVIS FORREST

Phone

5413888103

Tax Period

2023-01-01 to 2023-12-31

ABILITREE, founded in 1981, is a small nonprofit that reported $631K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $218K, a strong 35% operating margin.

Mission

ABILITREE EMPOWERS PEOPLE WITH DISABILITIES TO MAXIMIZE THEIR INDEPENDENCE, PRODUCTIVITY AND INCLUSION IN COMMUNITY LIFE

Program Service Accomplishments

Program 1

Expenses: $359,250 Revenue: $22,330

THE PROGRAM PROVIDES INDEPENDENT LIVING SERVICES FOR DISABLED INDIVIDUALS AND THEIR FAMILIES INCLUDING OPPORTUNITIES FOR EMPLOYMENT. SERVICES INCLUDE SOCIAL SECURITY DISABILITY CLAIMS REPRESENTATION, INDIVIDUAL SUPPORTED EMPLOYMENT, SMALL GROUP EMPLOYMENT, DAY SUPPORT ACTIVITIES, ASSISTANCE FOR INDIVIDUALS SEEKING TO RETURN TO THE WORKPLACE AFTER EXPERIENCING A DISABILITY, AND ADVOCACY FOR THE RIGHTS OF PEOPLE 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 (2023)

Revenue Breakdown

Contributions & Grants $573,995

Program Service Revenue $22,330

Investment Income $21,827

Other Revenue $12,978

TOTAL REVENUE $631,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $318,442

Fundraising Expenses $3,902

Program Expenses $359,250

Other Expenses $94,824

TOTAL EXPENSES $413,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$631,130	$486,131	+0.3%
Expenses	$413,266	$522,391	-0.2%
Net Income	$217,864	$-36,260	-7.0%

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

$85,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOLLY RENNER	DIRECTOR	0.50	Director	$0	$0	$0
JULIE SHEPPARD	VICE-PRESIDE	0.50	Officer Director	$0	$0	$0
BRENDA SPEIRS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JC NORE	DIRECTOR	0.50	Director	$0	$0	$0
TRAVIS FORREST	EXECUTIVE DI	40.00	Officer	$85,000	$0	$85,000
KAREN KOPPEL	DIRECTOR	0.50	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	No data	No data	No data	No data
2023	$631,130	$413,266	$379,209	$217,864
2022	$486,131	$522,391	$165,050	$-36,260
2021	$744,990	$663,296	$271,800	$81,694
2020	$688,814	$836,981	$285,952	$-148,167
2019	$1,265,453	$1,390,178	$324,744	$-124,725
2018	$1,620,743	$1,573,676	$594,132	$47,067