HELP ADULT SERVICES INC (EIN 363412688) - 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

1982

Legal Domicile

Principal Officer

MARILYN PUETT

Phone

4023416559

Tax Period

2024-01-01 to 2024-12-31

HELP ADULT SERVICES INC, founded in 1982, is a small nonprofit in the Human Services sector that reported $962K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $901K left a modest 6% surplus.

Mission

HELPING INDIVIDUALS OPTIMIZE INDEPENDENCE AND QUALITY OF LIFE THROUGH HEALTH SUPPORTIVE SERVICES SUCH AS LOANING OF MEDICAL EQUIPMENT AND PROVIDING ASSISTANCE IN FAMILY CARE NEEDS

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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 $640,259

Program Service Revenue $300,595

Investment Income $21,037

Other Revenue $0

TOTAL REVENUE $961,891

Expense Breakdown

Grants Paid $0

Salaries & Benefits $315,754

Fundraising Expenses $0

Program Expenses $891,254

Other Expenses $585,399

TOTAL EXPENSES $901,153

Year-over-Year Comparison

	2024	2023	Change
Revenue	$961,891	$868,223	+0.1%
Expenses	$901,153	$827,060	+0.1%
Net Income	$60,738	$41,163	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAYLOR JACKSON	MEMBER	1.00	Director	$0	$0	$0
ARLIN KIEL	TREASURER	1.00	Officer Director	$0	$0	$0
KEN KLUCK	MEMBER	1.00	Director	$0	$0	$0
JOHN MOREY	MEMBER	1.00	Director	$0	$0	$0
MINDY PACES	MEMBER	1.00	Director	$0	$0	$0
MARILYN PUETT	PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY WILLIS	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY WILSON	MEMBER	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
2024	$961,891	$901,153	$695,768	$60,738
2023	$868,223	$827,060	$644,060	$41,163
2022	$797,454	$846,660	$596,690	$-49,206
2021	$806,442	$758,096	$432,180	$48,346
2020	$990,232	$894,560	$362,107	$95,672
2019	$919,774	$931,854	$261,644	$-12,080
2018	$835,288	$784,878	$248,611	$50,410

HELP ADULT SERVICES INC