TRI-COUNTIES ASSOCIATION FOR THE D… - Form 990 Financial Data

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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

1968

Legal Domicile

Principal Officer

PHIL STUCKY

Phone

8059627881

Tax Period

2024-07-01 to 2025-06-30

TRI-COUNTIES ASSOCIATION FOR THE DEVELOPMENTALLY DISABLED INC, founded in 1968, is a major nonprofit that reported $659.0M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

TCRC PROVIDES PERSON AND FAMILY CENTERED PLANNING, SERVICES AND SUPPORTS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO MAXIMIZE OPPORTUNITIES AND CHOICES FOR PEOPLE LIVING, WORKING, LEARNING, AND RECREATING IN THE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $652,385,489 Revenue: $14,743,397

THE ENTITY WAS ORGANIZED IN ACCORDANCE WITH THE PROVISIONS OF THE LANTERMAN DEVELOPMENTAL DISABILITIES SERVICES ACT OF THE WELFARE AND INSTITUTIONS CODE OF CALIFORNIA. IN ACCORDANCE WITH THE ACT, THE ENTITY WORKS IN PARTNERSHIP WITH PEOPLE WITH DEVELOPMENTAL DISABILITIES, THEIR FAMILIES, LOCAL COMMUNITIES, SERVICE PROVIDERS, AND THE GOVERNMENT. ITS MISSION IS TO ENABLE PERSONS WITH DEVELOPMENTAL DISABILITIES TO LIVE INDEPENDENT, PRODUCTIVE, AND SATISFYING LIVES IN THEIR COMMUNITY. THE ENTITY ALSO STRIVES TO LESSEN DEVELOPMENTAL DELAYS IN INFANTS AND YOUNG CHILDREN, AND MINIMIZE THE RISK OF DEVELOPMENTAL DISABILITIES. AMONG THE SERVICES AND SUPPORT THE ENTITY PROVIDES OR COORDINATES ARE DIAGNOSIS AND ASSESSMENT, INDIVIDUALIZED PLANNING AND SERVICE COORDINATION, EARLY INTERVENTION AND PREVENTION, COMMUNITY LIVING OPTIONS, SUPPORTED WORK AND VOCATIONAL PROGRAMS, ADVOCACY, TRAINING AND EDUCATIONAL OPPORTUNITIES, AND OTHER SUPPORT SERVICES FOR PERSONS SERVED AND FAMILIES. THE ENTITY SERVED OVER 21,000 CLIENTS IN THE FISCAL YEAR ENDING JUNE 30, 2025.

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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 $643,493,283

Program Service Revenue $14,743,397

Investment Income $798,898

Other Revenue $0

TOTAL REVENUE $659,035,578

Expense Breakdown

Grants Paid $580,187,577

Salaries & Benefits $58,472,259

Fundraising Expenses $0

Program Expenses $652,385,489

Other Expenses $20,388,863

TOTAL EXPENSES $659,048,699

Year-over-Year Comparison

	2024	2023	Change
Revenue	$659,035,578	$544,270,530	+0.2%
Expenses	$659,048,699	$544,280,252	+0.2%
Net Income	$-13,121	$-9,722	+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

594

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

$728,326

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWNA HALL	PRESIDENT	2.00	Officer Director	$0	$0	$0
REIKO KARL	VICE PRESIDENT/TREASURER	2.00	Officer Director	$0	$0	$0
RYAN WILKINSON	SECRETARY	2.00	Officer Director	$0	$0	$0
TIM FARRAR	DIRECTOR	2.00	Director	$0	$0	$0
CRAIG JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
NICOLE TUROFSKY	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES JORDAN	DIRECTOR	2.00	Director	$0	$0	$0
YAMA BASSAM	DIRECTOR	2.00	Director	$0	$0	$0
MARC GAMBERDELLA	DIRECTOR	2.00	Director	$0	$0	$0
RAMON HOOPER	DIRECTOR	2.00	Director	$0	$0	$0
APRIL LEWALLEN	DIRECTOR	2.00	Director	$0	$0	$0
MARIANA MURILLO	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH WEBSTER	DIRECTOR	2.00	Director	$0	$0	$0
OMAR NOORZAD PHD	EXECUTIVE DIRECTOR	40.00	Officer	$374,566	$51,805	$426,371
LORNA OWENS	CHIEF FINANCIAL OFFICER	40.00	Officer	$257,200	$44,755	$301,955
LANI ASHLEY PHD	PSYCHOLOGIST	40.00	Highest	$156,336	$17,745	$174,081
PAMELA CRABAUGH	DIRECTOR OF SERVICES AND SUPPORTS	40.00	Highest	$198,852	$22,310	$221,162
MIKE NAGEL	DIRECTOR OF HUMAN RESOURCES/ORG DEV	40.00	Highest	$156,471	$36,064	$192,535
PHIL STUCKY	ASSISTANT CHIEF FINANCIAL OFFICER	40.00	Highest	$146,701	$39,864	$186,565
DIVA JOHNSON	ASSOCIATE EXECUTIVE DIRECTOR	40.00	Highest	$174,834	$35,895	$210,729

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	$659,035,578	$659,048,699	$105,258,549	$-13,121
2024	$544,270,530	$544,280,252	$88,512,580	$-9,722
2023	$452,741,562	$452,715,514	$79,754,833	$26,048
2022	$388,398,861	$388,474,045	$53,889,384	$-75,184
2021	$376,230,919	$376,230,072	$56,668,927	$847
2020	$352,822,532	$352,818,121	$50,817,004	$4,411
2019	$321,898,285	$321,840,320	$42,126,547	$57,965
2018	$305,741,758	$305,717,072	$40,713,175	$24,686

TRI-COUNTIES ASSOCIATION FOR THE DEVELOPMENTALLY DISABLED INC