INSTITUTE FOR REHAB RESEARCH & RECINC (EIN 936033853) - 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

1964

Legal Domicile

Principal Officer

MARIE ROBERTS

Phone

5412762752

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR REHAB RESEARCH & RECINC, founded in 1964, is a small nonprofit in the Health Care sector that reported $266K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $396K exceeded revenue, resulting in a 49% operating deficit.

Mission

TO IMPROVE THE LIVES OF PEOPLE WHO HAVE COMMUNICATION AND SOCIAL LEARNING CHALLENGES BY PROVIDING SERVICE, EDUCATION, TRAINING, AND RESEARCH

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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 $241,347

Program Service Revenue $10,846

Investment Income $13,649

Other Revenue $0

TOTAL REVENUE $265,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $184,360

Fundraising Expenses $0

Program Expenses $295,947

Other Expenses $211,414

TOTAL EXPENSES $395,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$265,842	$202,607	+0.3%
Expenses	$395,774	$323,101	+0.2%
Net Income	$-129,932	$-120,494	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE ROBERTS	CHAIRMAN	20.00	Officer Director	$0	$0	$0
BOB FISK	TREASURER	10.00	Officer Director	$0	$0	$0
TONYA SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
GEORGE HASTON	DIRECTOR	1.00	Director	$0	$0	$0
DIANA MCCURDY EMERITUS	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT KENNEDY EMERITUS	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB SCHROTH	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JIM PLANK	2ND CHAIR	1.00	Director	$0	$0	$0
MAGGIE DILLARD	DIRECTOR	1.00	Director	$0	$0	$0
ROGER BOUNDS EMERITUS	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN MAY EMERITUS	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM DESEVE	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
2024	$265,842	$395,774	$1,571,650	$-129,932
2023	$202,607	$323,101	$1,626,938	$-120,494
2022	$214,873	$270,010	$1,649,597	$-55,137
2021	$175,853	$236,801	$1,856,677	$-60,948
2020	$175,237	$256,049	$1,837,570	$-80,812
2019	$197,355	$322,370	$1,838,283	$-125,015
2018	$597,638	$325,199	$1,841,155	$272,439

INSTITUTE FOR REHAB RESEARCH & RECINC