Anne Grady Services (EIN 205126049) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Roger Fortener

Phone

4198666500

Tax Period

2018-07-01 to 2019-06-30

Anne Grady Services, founded in 2006, is a micro nonprofit in the Human Services sector that reported $39K in total revenue in fiscal year 2018. Revenue decreased 19% compared to the prior year.

Mission

ANNE GRADY SERVICES CREATES OPPORTUNITIES FOR PEOPLE TO DEVELOP THEIR FULL POTENTIAL. WE ARE THE PREMIER HEALTH- CARE & RESIDENTIAL PROVIDER OF DEVELOPMENTAL DISABILITY SERVICES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $39,397

Investment Income $0

Other Revenue $0

TOTAL REVENUE $39,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,524

Fundraising Expenses $0

Program Expenses $40,177

Other Expenses $21,764

TOTAL EXPENSES $42,288

Year-over-Year Comparison

	2018	2017	Change
Revenue	$39,397	$48,489	-0.2%
Expenses	$42,288	$44,671	-0.1%
Net Income	$-2,891	$3,818	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$221,327

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STUART J GOLDBERG	DIRECTOR	2.0	Director	$0	$0	$0
EMMETT C BEAVERS	DIRECTOR	2.0	Director	$0	$0	$0
DR RICHARD TORCHIA	PAST PRESIDENT	2.0	Director	$0	$0	$0
THOMAS J GIBNEY	PRESIDENT	2.0	Officer Director	$0	$0	$0
ROBERT MEEKER JR	VICE PRESIDENT	2.0	Officer Director	$0	$0	$0
SUSAN CHRISTOFEL-MEYER	SECRETARY	2.0	Officer Director	$0	$0	$0
DONALD FLENNER JR	DIRECTOR	2.0	Director	$0	$0	$0
DR JAMES PLATEK	DIRECTOR	2.0	Director	$0	$0	$0
DAVID J SOBCZAK	TREASURER	2.0	Officer Director	$0	$0	$0
BYRNE STAPLETON	DIRECTOR	2.0	Director	$0	$0	$0
STACY SMITH	DIRECTOR	2.0	Director	$0	$0	$0
STEVEN KING	ASSOCIATE EXECUTIVE DIRECTOR	4.0	Officer	$0	$7,691	$113,607
ROGER FORTENER	EXECUTIVE DIRECTOR	4.0	Officer	$0	$0	$107,720

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
2019	$39,397	$42,288	$17,031	$-2,891
2018	$48,489	$44,671	$19,528	$3,818

Anne Grady Services