MIDWEST SPECIAL SERVICES INC (EIN 410746072) - 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

1949

Legal Domicile

Principal Officer

JULIE JOHNSON

Phone

6517781000

Tax Period

2023-01-01 to 2023-12-31

MIDWEST SPECIAL SERVICES INC, founded in 1949, is a mid-sized nonprofit that reported $11.3M in total revenue in fiscal year 2023.

Mission

OUR MISSION IS TO SUPPORT PEOPLE WITH DISABILITIES AS VITAL AND CONTRIBUTING MEMBERS OF OUR COMMUNITY.

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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 $685,320

Program Service Revenue $10,299,624

Investment Income $153,054

Other Revenue $185,807

TOTAL REVENUE $11,323,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,195,913

Fundraising Expenses $181,013

Program Expenses $9,453,811

Other Expenses $3,874,114

TOTAL EXPENSES $11,070,027

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,323,805	$10,761,646	+0.1%
Expenses	$11,070,027	$10,088,219	+0.1%
Net Income	$253,778	$673,427	-0.6%

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

Independent Members

Employees

250

Volunteers

223

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

$326,221

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE JOHNSON	PRESIDENT/CE	40.00	Officer	$149,332	$36,285	$185,617
MICHELLE DICKERSON	VP - PROGRAM	40.00	Officer	$115,739	$24,865	$140,604
MATTHEW HANSEN	CHAIR	3.00	Officer Director	$0	$0	$0
KEN RODGERS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
STEVE FREIMUTH	TREASURER	2.00	Officer Director	$0	$0	$0
MARISSA UPIN	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT SICOLI	DIRECTOR	2.00	Director	$0	$0	$0
LYNN SCHMIDT THRU 1123	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF HATTON	DIRECTOR	2.00	Director	$0	$0	$0
TOM LYMAN	DIRECTOR	2.00	Director	$0	$0	$0
MARK LINDSTROM	DIRECTOR	2.00	Director	$0	$0	$0
ALAINA GALLAGHER FROM 1223	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER DIEDERICH FROM 1223	DIRECTOR	2.00	Director	$0	$0	$0
PAUL LOUISELLE THRU 1123	DIRECTOR	2.00	Director	$0	$0	$0
GABI RANDLE THRU 0523	DIRECTOR	2.00	Director	$0	$0	$0
VALARIE RUTTENBERG THRU 0123	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$11,323,805	$11,070,027	$8,778,312	$253,778
2022	$10,761,646	$10,088,219	$7,495,179	$673,427
2021	$9,663,584	$8,693,689	$5,903,622	$969,895
2020	$7,853,704	$8,375,567	$4,699,547	$-521,863
2019	$11,326,491	$11,659,401	$5,199,786	$-332,910
2018	$11,933,804	$11,942,389	$5,426,832	$-8,585

MIDWEST SPECIAL SERVICES INC