ORION FAMILY SERVICES INC (EIN 392023114) - 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

2001

Legal Domicile

Principal Officer

STACEY PARKE

Phone

6082702511

Tax Period

2023-01-01 to 2023-12-31

ORION FAMILY SERVICES INC, founded in 2001, is a community nonprofit in the Human Services sector that reported $4.2M in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $4.0M left a modest 5% surplus.

Mission

FOR THE SUPPORT OF, ASSISTANCE TO, ENCOURAGEMENT, PROMOTION AND ADVANCEMENT OF SERVICES TO CHILDREN, YOUNG ADULTS AND FAMILIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,436,865

Program Service Revenue $303,948

Investment Income $9,592

Other Revenue $403,785

TOTAL REVENUE $4,154,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,384,729

Fundraising Expenses $28,836

Program Expenses $3,465,187

Other Expenses $574,250

TOTAL EXPENSES $3,958,979

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,154,190	$2,923,023	+0.4%
Expenses	$3,958,979	$3,316,732	+0.2%
Net Income	$195,211	$-393,709	-1.5%

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

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

$173,798

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA STALDER	DIRECTOR	1.00	Director	$0	$0	$0
FRED WILEMAN	TREASURER	1.00	Officer Director	$0	$0	$0
CAROL BARTH	CHAIR	1.00	Officer Director	$0	$0	$0
PATRICIA SMITH	DIRECTOR (THROUGH JUNE 2023)	1.00	Director	$0	$0	$0
TOM SCHLEITWILER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LIANE KOSAKI	DIRECTOR (STARTING JULY 2023)	1.00	Director	$0	$0	$0
STACEY P CHANDLER	EXECUTIVE DIRECTOR	40.00	Officer	$139,395	$34,403	$173,798
SCOTT BRAUN	CFO/COO	40.00	Highest	$102,164	$13,792	$115,956
JENNIFER HAWLEY	CHIEF PROGRAM OFFICER	40.00	Highest	$104,853	$17,982	$122,835

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	No data	No data	No data	No data
2023	$4,154,190	$3,958,979	$2,524,211	$195,211
2022	$2,923,023	$3,316,732	$2,310,959	$-393,709
2021	$3,589,871	$3,121,119	$2,184,827	$468,752
2020	$2,837,797	$2,813,371	$1,611,530	$24,426
2019	$2,545,609	$2,405,559	$1,520,285	$140,050
2018	$2,264,599	$2,130,423	$1,326,897	$134,176

ORION FAMILY SERVICES INC