EXPANDABILITY

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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

1980

Legal Domicile

Principal Officer

TRISH DORSEY

Phone

4088699230

Tax Period

2020-01-01 to 2020-12-31

EXPANDABILITY, founded in 1980, is a small nonprofit that reported $155K in total revenue in fiscal year 2020. Revenue fell 66% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $89K, a strong 58% operating margin.

Mission

TO PROVIDE INDIVIDUALS WITH DISABILITIES VOCATIONAL TRAINING AND CAREER TRANSITION SO THAT THEY CAN ACHIEVE THEIR DESIRED EDUCATION AND EMPLOYMENT AND IMPROVE THEIR QUALITY OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $36,065 Revenue: $32,479

OTAY PROGRAM IS A COLLABORATIVE EFFORT THROUGH WORKING WITH SCHOOL DISTRICTS AND STATE DEPT OF REHABILITATION TO EXPOSE HIGH SCHOOL STUDENTS WITH COGNITIVE DISABILITIES TO WORK EXPERIENCE LEADING TO...

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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 (2020)

Revenue Breakdown

Contributions & Grants $122,022

Program Service Revenue $32,479

Investment Income $0

Other Revenue $0

TOTAL REVENUE $154,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,065

Fundraising Expenses $0

Program Expenses $36,065

Other Expenses $29,188

TOTAL EXPENSES $65,253

Year-over-Year Comparison

	2020	2019	Change
Revenue	$154,501	$447,958	-0.7%
Expenses	$65,253	$956,894	-0.9%
Net Income	$89,248	$-508,936	-1.2%

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

N/A

Independent Members

N/A

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

$900,605

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL FOX	CEO	1.00	Officer	$0	$21,188	$413,720
TRISH DORSEY	VP OF MISSION SERVICES	5.00	Officer	$0	$22,751	$188,092
CHRISTOPHER BAKER	CFO	1.00	Officer	$0	$12,710	$298,793

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
2020	$154,501	$65,253	No data	$89,248