COLEMAN PROFESSIONAL SERVICES INC

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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

1978

Legal Domicile

Principal Officer

HATTIE TRACY

Phone

3306731347

Tax Period

2024-07-01 to 2025-06-30

COLEMAN PROFESSIONAL SERVICES INC, founded in 1978, is a mid-sized nonprofit in the Mental Health sector that reported $84.3M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $79.2M left a modest 6% surplus.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE BEHAVIORAL HEALTH SERVICES TO PEOPLE FOR CHARITABLE PURPOSES. THE ORGANIZATION FOSTERS RECOVERY, BUILDS INDEPENDENCE, AND CHANGES DESTINIES FOR INDIVIDUALS AND FAMILIES. THEY PROVIDE SERVICES FOR CRISIS MANAGEMENT, MENTAL AND BEHAVIORAL HEALTH, ADULT CARE, AND EMPLOYMENT SERVICES.

Program Service Accomplishments

Program 1

Expenses: $7,985,792 Revenue: $7,009,582

PSYCHIATRY/MEDICATION SERVICES PROVIDED TO 11,714 INDIVIDUALS. MOST CLIENTS RECEIVE SOME PUBLIC ASSISTANCE.

Program 2

Expenses: $6,512,036 Revenue: $5,719,687

CASE MANAGEMENT SERVICES PROVIDED TO 5,265 INDIVIDUALS FOR PSYCHOTHERAPY SERVICES. MOST CLIENTS RECEIVE SOME PUBLIC ASSISTANCE.

Program 3

Expenses: $5,935,733 Revenue: $5,346,590

OUTPATIENT COUNSELING PROVIDES EVALUATION AND INDIVIDUALIZED GROUP PSYCHOTHERAPY. THEY PROVIDE ASSISTANCE TO 8,952 INDIVIDUALS. MOST CLIENTS RECEIVE SOME PUBLIC ASSISTANCE.

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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 $2,524,035

Program Service Revenue $81,120,829

Investment Income $545,175

Other Revenue $85,462

TOTAL REVENUE $84,275,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,852,612

Fundraising Expenses $619,416

Program Expenses $69,350,418

Other Expenses $21,358,207

TOTAL EXPENSES $79,210,819

Year-over-Year Comparison

	2024	2023	Change
Revenue	$84,275,501	$72,007,381	+0.2%
Expenses	$79,210,819	$70,175,792	+0.1%
Net Income	$5,064,682	$1,831,589	+1.8%

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

1407

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

$1,630,319

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH CURTIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF FOWLER	BOARD MEMBER	5.00	Director	$0	$0	$0
DAN LANSER	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM MICHALK	BOARD MEMBER	5.00	Director	$0	$0	$0
NANCY WHITEHEAD	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID COMPTON	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLISON HARTONG	BOARD MEMBER	1.00	Director	$0	$0	$0
BRYCE ENOLD	BOARD MEMBER	5.00	Director	$0	$0	$0
BRIAN STEERE	BOARD MEMBER	5.00	Director	$0	$0	$0
JUDY FOWLER	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL SYRVALIN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN JEWELL	BOARD MEMBER	5.00	Director	$0	$0	$0
FELICIA WILLIAMS	BOARD MEMBER	5.00	Director	$0	$0	$0
THEA SHEPPARD	BOARD MEMBER	5.00	Director	$0	$0	$0
DALEN MAYS	BOARD MEMBER	5.00	Director	$0	$0	$0
VICTORIA FERRISE	BOARD MEMBER	5.00	Director	$0	$0	$0
BRIAN C WELSH	CHIEF MEDICAL OFFICER	40.00	Officer	$332,605	$101,162	$433,767
THOMAS J LYZEN	VP OF FINANCE & CFO	46.00	Officer	$229,471	$72,579	$302,050
HATTIE TRACY	PRESIDENT & CEO	50.00	Officer	$203,367	$61,114	$264,481
MICHELE SIUDAK	VP OF IT & OPERATIONS	46.00	Officer	$73,297	$31,769	$105,066
CELENA COLLINS	SECRETARY	1.00	Officer	$0	$0	$0
SIMON WERLE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
DAWN CARTER	SENIOR CHIEF OFFICER MENTA	46.00	Officer	$122,194	$33,405	$155,599
JUDY BERMUDEZ	VP HR & COMPLIANCE	46.00	Officer	$146,332	$40,761	$187,093
STEVEN BOSSART	VP BUSINESS DEVELOPMENT &	46.00	Officer	$117,703	$64,560	$182,263
RICH DEKEN	PRESIDENT	1.00	Officer	$0	$0	$0
ADAM RUBIN	TREASURER	5.00	Officer	$0	$0	$0
SUBTRA ROY	MEDICAL OFFICER	40.00	Highest	$181,145	$77,096	$258,241
K SCOTT PACER	MEDICAL OFFICER	40.00	Highest	$329,265	$68,619	$397,884
HUMAYUN CHUGHTAI	DIRECTOR OF PSYCHIATRY	40.00	Highest	$301,827	$70,991	$372,818
LIBERTY FRITZLER	PSYCHIATRIST	40.00	Highest	$249,204	$50,508	$299,712
WEI VICTOR	PSYCHIATRIST	40.00	Highest	$274,185	$97,887	$372,072

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	$84,275,501	$79,210,819	$53,814,010	$5,064,682
2024	$72,007,381	$70,175,792	$40,577,356	$1,831,589
2023	$67,308,065	$65,737,027	$36,258,404	$1,571,038
2022	$68,966,861	$63,341,342	$38,798,822	$5,625,519
2021	$61,064,560	$59,196,375	$37,890,427	$1,868,185
2020	$59,634,534	$59,243,118	$30,191,876	$391,416
2019	$57,943,212	$58,033,446	$28,314,983	$-90,234
2018	$51,931,812	$52,181,671	$28,613,864	$-249,859