HELP ADULT 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

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

HELP ADULT SERVICES IS AN ORGANIZATION WHOSE MISSION IS TO HELP INDIVIDUALS OPTIMIZE THEIR INDEPENDENCE AND QUALITY OF LIFE THROUGH HEALTH SUPPORTIVE SERVICES. THE SERVICES HELP FAMILIES WHO HAVE DISABILITIES, ARE ELDERLY, AND HAVE LOW TO MODERATE INCOMES. THESE UNIQUE FAMILY CARE SERVICES PROVIDE A "SAFEY NET" FOR THOUSANDS OF PEOPLE EACH YEAR.

Program Service Accomplishments

Program 1

Expenses: $795,646 Revenue: $300,595

THE HEALTH AND MEDICAL EQUIPMENT LOAN PROGRAM, EACH YEAR, HAS INDIVIDUALS AND ORGANIZATIONS DONATE MORE THAN 9,000 PIECES OF DURABLE MEDICAL EQUIPMENT THAT STAFF AND VOLUNTEERS CLEAN, REFURBISH AND LEASE AT EXTREMELY LOW PRICES SO THAT INDIVIDUALS AND FAMILIES CAN AFFORD TO BE INDEPENDENT WHILE RECOVERING OR RECUPERATING FROM ILLNESS, INJURY OR SURGERY. THIS PROGRAM ALLOWS MORE THAN 7,000 INDIVIDUALS AND FAMILIES EACH YEAR TO OBTAIN AND UTILIZE REFURBISHED DURABLE MEDICAL EQUIPMENT AND SUPPLIES AT A VERY LOW, OR IN SOME CASES, NO-COST. THIS SERVICE REACHES OUT TO THOSE IN POVERTY (72% HAVE AN ANNUAL INCOME OF LESS THAN 20,000) THOSE WHO ARE SENIORS (62% ARE OVER AGE 64), AND INDIVIDUALS WITH DISABILITIES. WE ADDRESS FINANCIAL STABILITY (97% SAY THEY FEEL FINANCIAL RELIEF) DURING A TIME THAT FAMILY IS DEALING WITH A MEDICAL CRISIS. THIS RESOURCE HELPS FAMILIES SAVE UP TO 90% OF WHAT THEY WOULD SPEND AT A RETAIL OUTLET FOR MEDICAL EQUIPMENT AND SUPPLIES.

Program 2

Expenses: $95,608

THE FAMILY CARE SERVICES PROVIDE RESOURCES TO FAMILIES WHO ARE AGING AND TO HOMEBOUND ADULTS WITH CAREGIVERS. IN ADDITION, FAMILIES UTILIZE THE LONG- TERM CARE NAVIGATION SERVICE TO FIND INDEPENDENT...

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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