SERVICE ACCESS & MANAGEMENT INC (EIN 232897133) - 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

1987

Legal Domicile

Principal Officer

MARY ANN KOWALONEK

Phone

6102360530

Tax Period

2024-07-01 to 2025-06-30

SERVICE ACCESS & MANAGEMENT INC, founded in 1987, is a major nonprofit in the Mental Health sector that reported $105.9M in total revenue in fiscal year 2024.

Mission

TO HELP PEOPLE BY MANAGING AND/OR PROVIDING NEEDED, ACCESSIBLE AND INDIVIDUALLY HUMAN SERVICES.

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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 $0

Program Service Revenue $105,307,451

Investment Income $130,227

Other Revenue $480,805

TOTAL REVENUE $105,918,483

Expense Breakdown

Grants Paid $15,363

Salaries & Benefits $64,230,730

Fundraising Expenses $0

Program Expenses $101,919,454

Other Expenses $40,287,122

TOTAL EXPENSES $104,533,215

Year-over-Year Comparison

	2024	2023	Change
Revenue	$105,918,483	$107,530,690	0.0%
Expenses	$104,533,215	$105,053,039	0.0%
Net Income	$1,385,268	$2,477,651	-0.4%

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

1136

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

$974,345

Total Directors

$974,345

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ANN KOWALONEK	CEO/PRESIDENT	40.00	Officer Director	$448,393	$865	$449,258
LORI HARTMAN	CHIEF OPERATING OFFICER	40.00	Officer Director	$276,749	$6,447	$283,196
STAN MILLER	CFO	40.00	Officer Director	$231,231	$10,660	$241,891
DR JOHN VAFEAS	CHAIRMAN	1.00	Director	$0	$0	$0
MARIE BEAUCHAMP	VICE CHAIR	1.00	Director	$0	$0	$0
ANTHONY CARTOLARO	DIRECTOR	1.00	Director	$0	$0	$0
JEFFERY DARLINGTON	DIRECTOR	1.00	Director	$0	$0	$0
DR GEORGE IOANNIDIS	DIRECTOR	1.00	Director	$0	$0	$0
DANETTE MAHUTE	DIRECTOR (END 11/24)	1.00	Director	$0	$0	$0
MICHAEL MALINOSKI	DIRECTOR	1.00	Director	$0	$0	$0
ARIEL PARKER	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE SCHAEFFER	DIRECTOR	1.00	Director	$0	$0	$0
LARRY SHAUB	DIRECTOR	1.00	Director	$0	$0	$0
DR MARY RITA WELLER	DIRECTOR	1.00	Director	$0	$0	$0
STACEY STAUDENMEIER-EDWARDS	DIRECTOR (START 5/2025)	0.00	Director	$0	$0	$0
LISA M MELUSKY	DIRECTOR (START 2/2025)	0.00	Director	$0	$0	$0
PAUL STRAKA	DIRECTOR OF BUSINESS DEVEL	40.00	Highest	$185,821	$11,770	$197,591
RACHEL BERNINI	DIRECTOR OF PEOPLE OPERATI	40.00	Highest	$184,742	$6,595	$191,337
JEFFREY BUFFINGTON	DIRECTOR OF INFORMATION TE	40.00	Highest	$168,997	$17,412	$186,409
NICHOLE LUCKOVICH	DEPUTY DIRECTOR OF OPERATI	40.00	Highest	$168,205	$9,772	$177,977
NAN HAVER	FORMER CEO/PRESIDENT	0.00		$224,000	$0	$224,000

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	$105,918,483	$104,533,215	$31,102,111	$1,385,268
2024	$107,530,690	$105,053,039	$31,440,052	$2,477,651
2023	$101,464,349	$106,030,243	$25,581,550	$-4,565,894
2022	$102,458,440	$102,280,693	$31,890,608	$177,747
2021	$89,154,160	$88,416,194	$35,713,414	$737,966
2020	$83,002,674	$80,579,262	$30,233,906	$2,423,412
2019	$81,399,006	$80,314,150	$27,634,151	$1,084,856
2018	$77,369,417	$76,987,587	$24,900,426	$381,830

SERVICE ACCESS & MANAGEMENT INC