FINANCIAL INFORMATION & SERVICE CENTER (EIN 391496649) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

SABRINA KLOEHN

Phone

9207316601

Tax Period

2020-01-01 to 2020-09-01

FINANCIAL INFORMATION & SERVICE CENTER, founded in 1985, is a small nonprofit that reported $401K in total revenue in fiscal year 2020. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $371K left a modest 8% surplus.

Mission

IMPROVE FINANCIAL STABILITY FOR FAMILIES & INDIVIDUALS BY TEACHING SOUND FINANCIAL PRINCIPLES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $296,308

Program Service Revenue $104,971

Investment Income $0

Other Revenue $0

TOTAL REVENUE $401,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $310,080

Fundraising Expenses $0

Program Expenses $321,254

Other Expenses $60,881

TOTAL EXPENSES $370,961

Year-over-Year Comparison

	2020	2019	Change
Revenue	$401,279	$629,909	-0.4%
Expenses	$370,961	$640,427	-0.4%
Net Income	$30,318	$-10,518	-3.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$555,931

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTIAN HESS	PRESIDENT & CEO	1.00	Officer	$0	$19,400	$278,716
SABRINA KLOEHN	VP - FINANCE	1.00	Officer	$0	$2,910	$119,949
BILLIE JO HIGGINS	VP - FINANCE (THRU MARCH)	1.00	Officer	$0	$5,577	$157,266
GREGG CURRY	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL LUTZ	BOARD VICE-CHAIR	1.00	Officer Director	$0	$0	$0
NANCY BRANSON	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
GARY LICHTENBERG	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTYN ABARAY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
AUTUMN ANFANG	BOARD DIRECTOR (JOINED OCTOBER)	1.00	Director	$0	$0	$0
DEDE HEID	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MEINOFF	BOARD DIRECTOR (JOINED OCTOBER)	1.00	Director	$0	$0	$0
JESSE OSTROM	BOARD DIRECTOR (JOINED OCTOBER)	1.00	Director	$0	$0	$0
TINA SCHONER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
WALTER SCHONFELD	BOARD DIRECTOR (THRU MARCH)	1.00	Director	$0	$0	$0
TOM WILTZIUS	BOARD DIRECTOR	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
2020	$401,279	$370,961	No data	$30,318
2019	$629,909	$640,427	$257,313	$-10,518
2018	$789,863	$843,096	$266,272	$-53,233

FINANCIAL INFORMATION & SERVICE CENTER