PORTERVILLE SHELTERED WORKSHOP (EIN 941676464) - 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

1962

Legal Domicile

Principal Officer

AMY KAUFMAN PHD

Phone

5597841399

Tax Period

2024-07-01 to 2025-06-30

PORTERVILLE SHELTERED WORKSHOP, founded in 1962, is a mid-sized nonprofit in the Employment sector that reported $15.5M in total revenue in fiscal year 2024. The organization ran a surplus of $4.8M, a strong 31% operating margin.

Mission

TO ASSIST INDIVIDUALS WITH DISABILITIES ACHIEVE A MORE INDEPENDENT AND PRODUCTIVE LIFE.

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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 $2,486,370

Program Service Revenue $11,880,794

Investment Income $1,030,952

Other Revenue $55,240

TOTAL REVENUE $15,453,356

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,079,763

Fundraising Expenses $0

Program Expenses $8,510,557

Other Expenses $1,586,468

TOTAL EXPENSES $10,666,231

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,453,356	$14,798,014	+0.0%
Expenses	$10,666,231	$11,162,738	0.0%
Net Income	$4,787,125	$3,635,276	+0.3%

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

258

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
KRISTI NOTTELMANN	EXECUTIVE DIRECTOR	40.00		$130,512	$0	$130,512
ELIZABETH TELLEZ	DIR OF FINANCE	40.00		$123,421	$0	$123,421
RON KILLINGSWORTH	DIR OF COMMUNICATI	40.00		$118,175	$0	$118,175
SHAUNA FITTON	DIR OF TRANSPORTAT	40.00		$112,571	$0	$112,571
QURSHA CLARK	DIR OF BUSINESS	40.00		$110,087	$0	$110,087
JAN MCKINLEY	MEMBER	2.00	Director	$0	$0	$0
LOGAN COUCH	MEMBER	2.00	Director	$0	$0	$0
JUDGE GLADE ROPER	MEMBER	2.00	Director	$0	$0	$0
LAURIE PUGH	Treasurer	2.00	Officer Director	$0	$0	$0
VAL DEAN CRAIG	MEMBER	2.00	Director	$0	$0	$0
ANTHONY MOORE CPA	MEMBER	2.00	Director	$0	$0	$0
BRENT BORUM	MEMBER	2.00	Director	$0	$0	$0
JULIA INESTROZA	MEMBER	2.00	Officer Director	$0	$0	$0
TOM CEMO	MEMBER	2.00	Director	$0	$0	$0
CLINT ASHCRAFT	Vice President	2.00	Officer Director	$0	$0	$0
AMY KAUFMAN PHD	President	2.00	Officer Director	$0	$0	$0
MILT STOWE	MEMBER	2.00	Director	$0	$0	$0
PAM VOSS	MEMBER	2.00	Director	$0	$0	$0
DENNIS ICKES	MEMBER	2.00	Director	$0	$0	$0
ALLAN BAILEY	Secretary	2.00	Officer 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	$15,453,356	$10,666,231	$31,960,620	$4,787,125
2024	No data	No data	No data	No data
2023	$11,036,155	$10,304,359	$22,099,621	$731,796
2022	$12,856,357	$10,175,925	$20,920,079	$2,680,432
2021	$11,666,708	$9,732,522	$21,585,886	$1,934,186
2020	$11,578,606	$10,769,483	$18,506,941	$809,123
2019	$11,307,934	$10,865,043	$16,252,667	$442,891
2018	$11,330,017	$10,588,228	$15,643,082	$741,789

PORTERVILLE SHELTERED WORKSHOP