ECHOZ (EIN 201728956) - 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

2005

Legal Domicile

Principal Officer

AUTUMN ROBERTSON

Phone

4067271850

Tax Period

2023-01-01 to 2023-12-31

ECHOZ, founded in 2005, is a small nonprofit in the Human Services sector that reported $549K in total revenue in fiscal year 2023. The organization ran a surplus of $157K, a strong 29% operating margin.

Mission

PROVIDE MENTORING, CLIENT ADVOCACY, EDUCATION, SUPPORT AND REFERRALS FOR PREGNANT WOMEN AND NEW MOTHERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $446,886

Program Service Revenue $0

Investment Income $4,396

Other Revenue $98,061

TOTAL REVENUE $549,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $196,581

Fundraising Expenses $33,459

Program Expenses $283,957

Other Expenses $195,403

TOTAL EXPENSES $391,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$549,343	$573,884	0.0%
Expenses	$391,984	$408,070	0.0%
Net Income	$157,359	$165,814	-0.1%

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

$44,625

Total Directors

$44,625

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT GIBNEY	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JAYSON OLTHOFF	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KATHY SCHENDEL	SECRETARY	2.00	Officer Director	$0	$0	$0
KRISTI SEYMOUR	TREASURER	2.00	Officer Director	$0	$0	$0
JEREMY TREBAS	TRUSTEE	2.00	Director	$0	$0	$0
ALAN HENRY	TRUSTEE	2.00	Director	$0	$0	$0
STEPHANIE POLZIN	TRUSTEE	2.00	Director	$0	$0	$0
AUTUMN ROBERTSON	CEO	40.00	Officer Director	$44,625	$0	$44,625

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	No data	No data	No data	No data
2023	$549,343	$391,984	$1,643,418	$157,359
2022	$573,884	$408,070	$1,423,006	$165,814
2021	$513,414	$419,369	$1,264,998	$94,045
2020	$489,548	$362,619	$1,178,471	$126,929
2018	$341,989	$294,065	$1,006,411	$47,924

ECHOZ