NEW HORIZONS ADOPTION AGENCY INC (EIN 061236459) - 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

1981

Legal Domicile

Principal Officer

MARLYS UBBEN

Phone

5075263518

Tax Period

2024-01-01 to 2024-12-31

NEW HORIZONS ADOPTION AGENCY INC, founded in 1981, is a small nonprofit that reported $546K in total revenue in fiscal year 2024.

Mission

SEE PAGE 2, PART III, LINE 1

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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 $44,848

Program Service Revenue $468,929

Investment Income $22,127

Other Revenue $10,283

TOTAL REVENUE $546,187

Expense Breakdown

Grants Paid $0

Salaries & Benefits $235,599

Fundraising Expenses $0

Program Expenses $516,004

Other Expenses $340,455

TOTAL EXPENSES $576,054

Year-over-Year Comparison

	2024	2023	Change
Revenue	$546,187	$511,292	+0.1%
Expenses	$576,054	$611,294	-0.1%
Net Income	$-29,867	$-100,002	-0.7%

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
DAVID SIEGRIST	PRESIDENT	1.00	Officer	$0	$0	$0
FLOYD LAVRENZ	VICE PRESIDE	1.00	Officer	$0	$0	$0
DIANE GASTEIGER	SECRETARY	1.00	Officer	$0	$0	$0
MARLYS UBBEN	TREASURER &	1.00	Officer	$0	$0	$0
THOMAS JONES	DIRECTOR	1.00	Director	$0	$0	$0
WESLEY HAFNER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM ROSIN	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	$546,187	$576,054	$719,348	$-29,867
2023	$511,292	$611,294	$776,733	$-100,002
2022	$495,834	$502,587	$937,060	$-6,753
2021	$477,762	$468,899	$863,425	$8,863
2020	$418,565	$472,886	$816,910	$-54,321
2019	$570,707	$474,488	$855,594	$96,219
2018	$428,651	$463,382	$711,444	$-34,731

NEW HORIZONS ADOPTION AGENCY INC