Inclusion Inc (EIN 931321004) - 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

2001

Legal Domicile

Principal Officer

DEBORAH MENENBERG

Phone

5032322289

Tax Period

2024-07-01 to 2025-06-30

Inclusion Inc, founded in 2001, is a community nonprofit in the Human Services sector that reported $4.1M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $3.8M left a modest 6% surplus.

Mission

PROVIDING CASE MANAGEMENT AND RESOURCE REFERRAL TO PROGRAM ELIGIBLE ADULTS WITH I/DD IN THE PORTLAND METRO AREA.

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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 $0

Program Service Revenue $3,985,353

Investment Income $121,759

Other Revenue $1,156

TOTAL REVENUE $4,108,268

Expense Breakdown

Grants Paid $184,932

Salaries & Benefits $3,316,588

Fundraising Expenses $0

Program Expenses $2,602,612

Other Expenses $339,853

TOTAL EXPENSES $3,841,373

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,108,268	$4,353,069	-0.1%
Expenses	$3,841,373	$3,815,492	+0.0%
Net Income	$266,895	$537,577	-0.5%

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

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

$204,461

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL HARMON	Executive Dir.	40.00	Officer	$155,992	$48,469	$204,461
MITZI SUGAR	PROGRAM DIRECTOR	40.00		$143,250	$37,372	$180,622
LARA DAVIS	OPERATION DIRECTOR	40.00		$142,850	$37,372	$180,222
NATHANIEL HARMON	RESOURCE DIRECTOR	40.00		$143,250	$16,275	$159,525
JENNIFER HONAKER	TEAM COORDINATOR	40.00		$108,415	$41,275	$149,690
SHARON GASKIN	LEAD ONA ASSESSOR	40.00		$101,750	$32,709	$134,459
DEBORAH MENENBERG	President	1.00	Officer Director	$0	$0	$0
SHERRI OSBURN	Vice President	1.00	Officer Director	$0	$0	$0
MICKEY OAKLEY	Secretary	1.00	Officer Director	$0	$0	$0
HARRISON GEYER	Treasurer	1.00	Officer Director	$0	$0	$0
LAUREL ROBERTS	Director	1.00	Director	$0	$0	$0
KYLEE ATCHLEY	Director	1.00	Director	$0	$0	$0
JANA PETERSON-BESSE	Director	1.00	Director	$0	$0	$0
ERICA WILSON	Director	1.00	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	$4,108,268	$3,841,373	$5,646,095	$266,895
2024	$4,353,069	$3,815,492	$5,263,964	$537,577
2023	$3,856,517	$3,323,308	$5,008,275	$533,209
2022	$3,497,330	$3,195,895	$4,124,416	$301,435
2021	$2,875,807	$2,712,615	$3,811,482	$163,192
2020	$3,250,431	$2,543,524	$3,614,973	$706,907
2019	$2,489,590	$2,274,228	$3,287,330	$215,362
2018	$2,703,666	$2,079,593	$3,082,216	$624,073

Inclusion Inc