ORGANIZATION SERVICES INC (EIN 391034026) - 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

1964

Legal Domicile

Principal Officer

JEFF GAECKE

Phone

6082881414

Tax Period

2024-08-01 to 2025-07-31

ORGANIZATION SERVICES INC, founded in 1964, is a small nonprofit that reported $356K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $341K left a modest 4% surplus.

Mission

TO PROVIDE CONSULTING, ADVISORY, EXECUTIVE AND CLERICAL SERVICES TO ITS MEMBER ORGANIZATIONS WHICH ARE THEMSELVES RECOGNIZED AS EXEMPT FROM TAXATION UNDER CODE SECTION 501(C)(6).

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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 $347,100

Investment Income $9,201

Other Revenue $0

TOTAL REVENUE $356,301

Expense Breakdown

Grants Paid $0

Salaries & Benefits $222,531

Fundraising Expenses $0

Other Expenses $118,119

TOTAL EXPENSES $340,650

Year-over-Year Comparison

	2024	2023	Change
Revenue	$356,301	$326,028	+0.1%
Expenses	$340,650	$323,991	+0.1%
Net Income	$15,651	$2,037	+6.7%

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

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

$114,226

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD WERLEIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL CHRISTENSEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS BEHRENDT	TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN SCHULTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
DANNY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
BRADY FARRELL	DIRECTOR	1.00	Director	$0	$0	$0
JULIE WALSH	EXECUTIVE DIRECTOR	40.00	Officer	$93,650	$20,576	$114,226

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	$356,301	$340,650	$443,235	$15,651
2024	$326,028	$323,991	$434,921	$2,037
2023	$322,100	$315,803	$458,077	$6,297
2022	$322,100	$289,093	$393,287	$33,007
2021	$339,280	$295,371	$361,958	$43,909
2020	$322,100	$283,828	$319,539	$38,272
2019	$309,073	$267,296	$278,794	$41,777
2018	$306,063	$271,528	$243,550	$34,535

ORGANIZATION SERVICES INC