SHULTS-LEWIS CHILD & FAMILY SVCS INC (EIN 350998720) - 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

1948

Legal Domicile

Principal Officer

JOHNNIE COLEY

Phone

2194620513

Tax Period

2023-01-01 to 2023-12-31

SHULTS-LEWIS CHILD & FAMILY SVCS INC, founded in 1948, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $266K, a strong 16% operating margin.

Mission

SHULTS-LEWIS STRIVES TO PROVIDE QUALITY EDUCATIONAL, SOCIAL & COUNSELING SERVICES FOR CHILDREN & FAMILIES & DEVELOP WELL-ROUNDED INDIVIDUALS WITH A FAITH FOCUS.

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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 $1,299,114

Program Service Revenue $200,073

Investment Income $32,141

Other Revenue $175,580

TOTAL REVENUE $1,706,908

Expense Breakdown

Grants Paid $56,067

Salaries & Benefits $790,826

Fundraising Expenses $169,361

Program Expenses $890,095

Other Expenses $593,634

TOTAL EXPENSES $1,440,527

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,706,908	$1,458,181	+0.2%
Expenses	$1,440,527	$1,256,207	+0.1%
Net Income	$266,381	$201,974	+0.3%

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

198

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

$273,376

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHNNIE COLEY	EXECUTIVE OFFICER	40.00	Officer	$94,391	$5,750	$100,141
Stephanie Balcerak	Director of Finance & Development	40.00	Officer	$68,295	$97	$68,392
Nicole Luna	Director of Program Services Effective 12/1/23	40.00	Officer	$3,101	$0	$3,101
TAMMY WARREN	DIRECTOR PROGRAM SERVICES	40.00	Officer	$62,942	$1,409	$64,351
Vicki Terhune	Principal	40.00	Officer	$37,391	$0	$37,391
Marcus Hardy	PRESIDENT	0.00	Officer Director	$0	$0	$0
Richard Root	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
Jim Haferkamp	SECRETARY	0.00	Officer Director	$0	$0	$0
Alan E Bain	TREASURER	0.00	Officer Director	$0	$0	$0
Jim Gordon	ASST SECRETARY-TREASURER	0.00	Officer Director	$0	$0	$0
Tyrone Thompson	BOARD MEMBER	0.00	Director	$0	$0	$0
Dewayne Smith	BOARD MEMBER	0.00	Director	$0	$0	$0
Peter Bumpass	BOARD MEMBER	0.00	Director	$0	$0	$0
Rusty Skipworth	BOARD MEMBER	0.00	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
2024	No data	No data	No data	No data
2023	$1,706,908	$1,440,527	$2,178,247	$266,381
2022	$1,458,181	$1,256,207	$1,907,153	$201,974
2021	$1,571,823	$1,408,261	$1,881,622	$163,562
2020	$1,798,044	$1,458,309	$1,578,157	$339,735
2019	$1,624,727	$1,600,596	$1,252,755	$24,131
2018	$1,341,168	$1,656,066	$1,274,291	$-314,898
2017	$1,403,917	$1,581,384	$1,514,385	$-177,467

SHULTS-LEWIS CHILD & FAMILY SVCS INC