ANU FAMILY SERVICES INC (EIN 320023143) - 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

2002

Legal Domicile

Principal Officer

MECHELE SHIPMAN

Phone

7153861547

Tax Period

2024-01-01 to 2024-12-31

ANU FAMILY SERVICES INC, founded in 2002, is a community nonprofit in the Human Services sector that reported $5.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $4.8M left a modest 6% surplus.

Mission

EMPOWER INDIVIDUALS, CHILDREN & FAMILIES TO HEAL THE EFFECTS OF TRAUMA & FOSTER HEALTHY CONNECTIONS.

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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 $55,688

Program Service Revenue $5,027,409

Investment Income $84,868

Other Revenue $0

TOTAL REVENUE $5,167,965

Expense Breakdown

Grants Paid $3,989

Salaries & Benefits $3,839,878

Fundraising Expenses $12,862

Program Expenses $4,224,831

Other Expenses $992,124

TOTAL EXPENSES $4,835,991

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,167,965	$4,755,858	+0.1%
Expenses	$4,835,991	$4,535,353	+0.1%
Net Income	$331,974	$220,505	+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

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

$566,509

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TINA BOURGET	DIRECTOR	2.00	Director	$0	$0	$0
KATHRYN PRIMAS	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN PROCK	DIRECTOR	2.00	Director	$0	$0	$0
JERRY WEYANDT	DIRECTOR	2.00	Director	$0	$0	$0
TOM THIEGS	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL EDMAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GINO MANGIONE	TREASURER	2.00	Officer Director	$0	$0	$0
MECHELE SHIPMAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$209,758	$22,549	$232,307
KRISTINE REDDY	CHIEF FINANCIAL OFFICER	40.00	Officer	$183,630	$13,626	$197,256
HEIDI MAYER	CHIEF OPERATING OFFICER	40.00	Officer	$113,234	$23,712	$136,946
HILARY MCELROY	DIRECTOR OF COMMUNITY PROG	40.00	Highest	$109,964	$11,398	$121,362

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	$5,167,965	$4,835,991	$3,104,853	$331,974
2023	$4,755,858	$4,535,353	$2,638,129	$220,505
2022	$4,441,219	$4,165,558	$2,357,628	$275,661
2021	$4,725,579	$3,941,815	$1,968,643	$783,764
2020	$3,574,729	$3,760,543	$1,648,758	$-185,814
2019	$3,971,029	$3,828,625	$1,326,738	$142,404
2018	$3,798,961	$3,866,944	$1,220,230	$-67,983

ANU FAMILY SERVICES INC