Presence Ambulatory Services (EIN 364286236) - 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

1999

Legal Domicile

Phone

3147338000

Tax Period

2024-07-01 to 2025-06-30

Presence Ambulatory Services, founded in 1999, is a small nonprofit in the Education sector that reported $127K in total revenue in fiscal year 2024. Revenue fell 60% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $74K, a strong 59% operating margin.

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE.

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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 $0

Program Service Revenue $26,997

Investment Income $-9,445

Other Revenue $109,070

TOTAL REVENUE $126,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $-770

Other Expenses $52,208

TOTAL EXPENSES $52,208

Year-over-Year Comparison

	2024	2023	Change
Revenue	$126,622	$314,696	-0.6%
Expenses	$52,208	$303,454	-0.8%
Net Income	$74,414	$11,242	+5.6%

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

N/A

Independent Members

N/A

Employees

N/A

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

$1,725,190

Total Directors

$659,339

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
DANA L GILBERT	CHAIR/PRESIDENT (END 4/2025)	Officer Director	$0	$48,115	$659,339
ANDREW LANE	CFO, MINISTRY MARKET (END 2/2025)	Officer	$0	$42,170	$634,596
JULIE P ROKNICH	SECRETARY	Officer	$0	$38,100	$431,255
TRAVIS GREGORY STRATEGIER	CFO, ASCENSION ILLINOIS (START 3/2025)	Officer	$0	$0	$0
RICHARD DOUGLAS CARTER	FORMER OFFICER (END 6/2024)		$0	$30,961	$1,772,591

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	$126,622	$52,208	$441,997	$74,414
2024	$314,696	$303,454	$539,047	$11,242
2023	$693,685	$710,962	$400,595	$-17,277
2022	$1,336,666	$1,595,610	$789,103	$-258,944
2021	$2,395,648	$2,592,035	$2,097,973	$-196,387
2020	$2,560,043	$3,051,194	$1,481,891	$-491,151
2019	$3,533,122	$5,054,795	$1,351,818	$-1,521,673

Presence Ambulatory Services