FIRST CHOICE SERVICES INC (EIN 262900507) - 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

2008

Legal Domicile

Principal Officer

DAVID SHEPPARD

Phone

3043565831

Tax Period

2024-07-01 to 2025-06-30

FIRST CHOICE SERVICES INC, founded in 2008, is a mid-sized nonprofit in the Mental Health sector that reported $14.3M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE SERVICES TO THE PUBLIC THAT PROMOTE ACCESS TO AND NAVIGATION OF MEDICAL, BEHAVIORAL HEALTH AND ADDICTION RESOURCES AND TREATMENT.

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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 $11,429,876

Program Service Revenue $2,643,171

Investment Income $251,384

Other Revenue $0

TOTAL REVENUE $14,324,431

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,718,471

Fundraising Expenses $0

Program Expenses $11,927,430

Other Expenses $3,194,511

TOTAL EXPENSES $13,912,982

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,324,431	$11,922,368	+0.2%
Expenses	$13,912,982	$11,102,892	+0.3%
Net Income	$411,449	$819,476	-0.5%

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

295

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

$313,395

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA ZAPPIA	PRESIDENT	4.00	Officer Director	$0	$0	$0
SARA LIFE	SECRETARY	4.00	Officer Director	$0	$0	$0
MIKE LANDIS	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY STEMPLE KISER	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT RUDDER	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
PAM HARVIT	TREASURER	4.00	Officer Director	$0	$0	$0
BRIAN SHARP	BOARD MEMBER	1.00	Director	$0	$0	$0
LATA MENON	CHIEF EXECUTIVE OFFICER	40.00	Officer	$143,979	$17,365	$161,344
DAVID SHEPPARD	CHIEF FINANCIAL OFFICER	40.00	Officer	$135,080	$16,971	$152,051

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	$14,324,431	$13,912,982	$9,538,568	$411,449
2024	$11,922,368	$11,102,892	$9,236,981	$819,476
2023	$12,804,937	$9,641,628	$8,159,576	$3,163,309
2022	$8,221,305	$6,650,694	$3,997,475	$1,570,611
2021	$5,464,051	$4,989,257	$2,705,628	$474,794
2020	$5,503,017	$4,289,578	$1,927,601	$1,213,439
2019	$4,117,060	$3,926,618	$1,643,474	$190,442
2018	$2,689,546	$2,582,586	$821,469	$106,960

FIRST CHOICE SERVICES INC