Training Toward Self Reliance Inc (EIN 942827400) - 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

1982

Legal Domicile

Principal Officer

Janet Samulewski

Phone

9164428877

Tax Period

2017-07-01 to 2018-06-30

Training Toward Self Reliance Inc, founded in 1982, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2017. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $471K, a strong 37% operating margin.

Mission

To Provide Training for the Developmentally Disabled so They can Live Indepedently. Service Revenue is generated from Billing the Funding Agency for the Number of Training Hours Provided to Qualified Individuals.

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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 (2017)

Revenue Breakdown

Contributions & Grants $20,691

Program Service Revenue $859,238

Investment Income $391,515

Other Revenue $0

TOTAL REVENUE $1,271,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $561,181

Fundraising Expenses $0

Program Expenses $695,550

Other Expenses $239,316

TOTAL EXPENSES $800,497

Year-over-Year Comparison

	2017	2016	Change
Revenue	$1,271,444	$1,045,625	+0.2%
Expenses	$800,497	$921,413	-0.1%
Net Income	$470,947	$124,212	+2.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janet Samulewski	Executive Dir.	40.00	Director	$0	$0	$0
Charles Miller	President	5.00	Officer Director	$0	$0	$0
Bret P Fair	Treasurer	1.00	Officer Director	$0	$0	$0
Sherri Miller	Secretary	1.00	Officer Director	$0	$0	$0
Amanda Kurtz	Staff Rep	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
2018	$1,271,444	$800,497	$129,728	$470,947

Training Toward Self Reliance Inc