COORDINATED CARE SERVICES INC (EIN 222573042) - 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

1984

Legal Domicile

Principal Officer

ANNE WILDER

Phone

5853285190

Tax Period

2023-01-01 to 2023-12-31

COORDINATED CARE SERVICES INC, founded in 1984, is a mid-sized nonprofit that reported $43.1M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

COORDINATED CARE SERVICES, INC. (CCSI) IS A NOT-FOR-PROFIT MANAGEMENT SERVICES ORGANIZATION WITH SPECIFIC EXPERTISE IN THE AREAS OF BEHAVIORAL HEALTH AND HUMAN SERVICES. BASED IN ROCHESTER, NEW YORK, CCSI HAS 30 YEARS OF EXPERIENCE WORKING CLOSELY WITH BEHAVIORAL HEALTH, SOCIAL AND HUMAN SERVICES DEPARTMENTS, STATE AGENCIES, AND COMMUNITY-BASED ORGANIZATIONS ACROSS UPSTATE NEW YORK AND BEYOND, TO PROVIDE A BROAD ARRAY OF MANAGEMENT SERVICES AND TECHNICAL ASSISTANCE NEEDED TO DELIVER HIGH QUALITY SERVICES AND PROGRAMS THAT CAN ADAPT TO CHANGING FISCAL AND REGULATORY REQUIREMENTS. AREAS OF EXPERTISE INCLUDE FISCAL MANAGEMENT, VIRTUAL CFO FINANCIAL SERVICES, SYSTEM TRANSFORMATION, EVALUATION & STRATEGIC ANALYTICS, EQUITY-FOCUSED TRAUMA-RESPONSIVE PRACTICE, AND PROGRAM MANAGEMENT SERVICES. AS A TRUSTED, LONG-TIME PARTNER TO OUR CUSTOMERS, CCSI STAFF HAVE A DEEP AND PRACTICAL APPRECIATION FOR WHAT IT TAKES TO SUPPORT TRANSFORMATION AT THE INDIVIDUAL, ORGANIZATIONAL, AND SYSTEMS LEVELS.

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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 $8,629,667

Program Service Revenue $34,228,699

Investment Income $83,050

Other Revenue $122,110

TOTAL REVENUE $43,063,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,483,252

Fundraising Expenses $0

Program Expenses $36,741,343

Other Expenses $8,137,685

TOTAL EXPENSES $42,620,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,063,526	$37,308,900	+0.2%
Expenses	$42,620,937	$37,824,883	+0.1%
Net Income	$442,589	$-515,983	-1.9%

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

694

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

$531,934

Total Directors

Key Employees

$629,444

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVE HOSFORD	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
LEKEYAH WILSON MD	VICE CHAIRSPERSON	1.00	Officer Director	$0	$0	$0
THOMAS WAY	BOARD MEMBER	1.00	Director	$0	$0	$0
GRETCHEN BAUMER	SECRETARY	1.00	Officer Director	$0	$0	$0
JEAN BEZEK	BOARD MEMBER	1.00	Director	$0	$0	$0
GREGORY BYRD	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANNE CASARES	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSAY GOZZI-THEOBALD	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
LINDA LOPEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
TAD MACK	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE SEELEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH TOBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL FRATER	BOARD MEMBER	1.00	Director	$0	$0	$0
KILOLO MOYO-WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE WAGNER	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER O'DONNELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON J KUBY	CHIEF FINANCIAL OFFICER	40.00	Officer	$154,839	$29,254	$184,093
ANNE WILDER MS	PRESIDENT	40.00	Officer	$311,276	$36,565	$347,841
MARI J CARR	MANAGING DIR, CONSULTING S	40.00	Key Emp	$156,038	$20,095	$176,133
LORISA D LAROCCA	GENERAL COUNSEL	40.00	Key Emp	$227,021	$49,731	$276,752
DOUGLAS J CAMIN	CHIEF INFORMATION TECHNOLOGY OFFICER	40.00	Key Emp	$166,192	$10,367	$176,559
ELIZABETH C MEEKER	SENIOR DIRECTOR, PRACTICE	40.00	Highest	$126,478	$28,375	$154,853
ERIKA I IVERY	CHIEF PROGRAM OFFICER	40.00	Highest	$139,412	$8,660	$148,072
CHRISTOPHER P COPELAND	SR. ADVISOR, PRACTICE TRANSFORMATION	30.00	Highest	$137,769	$22,579	$160,348
BARBARA C MARIANETTI	CHIEF HUMAN RESOURCES OFFICER	40.00	Highest	$126,032	$8,231	$134,263
LAKESHA V CARTER	CHIEF DIVERSITY OFFICER	40.00	Highest	$119,384	$26,381	$145,765

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	$43,063,526	$42,620,937	$17,289,495	$442,589
2022	$37,308,900	$37,824,883	$13,866,561	$-515,983
2021	$34,521,895	$33,407,713	$13,068,500	$1,114,182
2020	$32,387,304	$32,948,389	$15,876,803	$-561,085
2019	$32,979,331	$32,918,998	$11,588,438	$60,333
2018	$32,911,265	$32,899,785	$14,314,518	$11,480

COORDINATED CARE SERVICES INC