HOLT INTERNATIONAL CHILDREN'S SERVICES INC (EIN 237257390) - 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

1971

Legal Domicile

Principal Officer

DANIEL SMITH

Phone

5416872202

Tax Period

2023-10-01 to 2024-09-30

HOLT INTERNATIONAL CHILDREN'S SERVICES INC, founded in 1971, is a mid-sized nonprofit in the Human Services sector that reported $25.1M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

EXPRESSING GOD'S COMPASSION FOR CHILDREN THROUGH ADOPTION.

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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 $19,610,490

Program Service Revenue $5,038,851

Investment Income $424,644

Other Revenue $0

TOTAL REVENUE $25,073,985

Expense Breakdown

Grants Paid $5,162,134

Salaries & Benefits $9,478,735

Fundraising Expenses $3,181,359

Program Expenses $19,402,464

Other Expenses $10,190,555

TOTAL EXPENSES $24,936,196

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,073,985	$26,687,518	-0.1%
Expenses	$24,936,196	$26,726,941	-0.1%
Net Income	$137,789	$-39,423	-4.5%

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

152

Volunteers

957

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

$387,812

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL SMITH	PRESIDENT AND CEO	40.00	Officer	$236,375	$16,952	$253,327
RICHARD ERICSON	VP OF INFORMATION	40.00	Highest	$120,599	$35,371	$155,970
THOA BUI	VP OF INTERNATIONAL PROGRAMS	40.00	Highest	$116,830	$37,627	$154,457
REBECCA OSTERMAN	DIRECTOR OF ACCOUNTING	40.00	Officer	$114,297	$20,188	$134,485
MEGAN O'LEARY	SENIOR DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$105,624	$20,422	$126,046
SARAH HALFMAN	SENIOR EXECUTIVE OF PROGRAMS	40.00	Highest	$107,143	$18,099	$125,242
LISA VERTULFO	SR. EXEC. OF INTERCOUNTRY	40.00	Highest	$103,484	$19,695	$123,179
DEREK PARKER	CHAIR	1.00	Officer Director	$0	$0	$0
DAN DIETRICH	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
TOM FEELY	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA VOELSCH	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTINE ALTWIES	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA BRANDT	DIRECTOR	1.00	Director	$0	$0	$0
YOLAINE DAUPHIN	DIRECTOR (THROUGH 11/2023)	1.00	Director	$0	$0	$0
MARGARET FITCH-HAUSER	DIRECTOR	1.00	Director	$0	$0	$0
KIM LEE	DIRECTOR	1.00	Director	$0	$0	$0
MARK LOUX	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL MYERS	DIRECTOR (THROUGH 02/2024)	1.00	Director	$0	$0	$0
MARY SALVADORE	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN TAHIR	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
2025	No data	No data	No data	No data
2024	$25,073,985	$24,936,196	$19,793,400	$137,789
2023	$26,687,518	$26,726,941	$19,264,806	$-39,423
2022	$28,100,878	$30,230,057	$18,630,383	$-2,129,179
2021	$31,010,509	$29,102,772	$24,744,384	$1,907,737
2020	$28,752,872	$29,400,295	$23,819,454	$-647,423
2019	$28,144,052	$28,097,085	$22,655,054	$46,967
2018	$27,614,725	$27,138,522	$20,426,648	$476,203

HOLT INTERNATIONAL CHILDREN'S SERVICES INC