BAILES CONSULTING SERVICES INC (EIN 474791526) - 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

2015

Legal Domicile

Principal Officer

Jennifer Fretz-Smith

Phone

9417533471

Tax Period

2023-01-01 to 2023-12-31

BAILES CONSULTING SERVICES INC, founded in 2015, is a small nonprofit in the Education sector that reported $917K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $817K left a modest 11% surplus.

Mission

Help people find passion and purpose thru employment and housing.

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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 $0

Program Service Revenue $916,644

Investment Income $0

Other Revenue $0

TOTAL REVENUE $916,644

Expense Breakdown

Grants Paid $0

Salaries & Benefits $592,429

Fundraising Expenses $0

Program Expenses $817,255

Other Expenses $224,826

TOTAL EXPENSES $817,255

Year-over-Year Comparison

	2023	2022	Change
Revenue	$916,644	$787,089	+0.2%
Expenses	$817,255	$628,870	+0.3%
Net Income	$99,389	$158,219	-0.4%

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

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

Total Directors

Key Employees

$63,985

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Fretz-Smith	CEO	40	Key Emp	$63,985	$0	$63,985
Joseph Leitenburger	Board President	0.25	Director	$0	$0	$0
John Donnely	Board Member	0.25	Director	$0	$0	$0
Joseph Moscietto	Board Member	0.25	Director	$0	$0	$0
Leann Baker	Board Member	0.25	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
2024	No data	No data	No data	No data
2023	$916,644	$817,255	$872,716	$99,389
2022	$787,089	$628,870	$388,381	$158,219
2021	$584,193	$501,541	$362,587	$82,652
2020	$697,276	$641,174	$346,203	$56,102
2019	$658,001	$658,001	$39,275	No data

BAILES CONSULTING SERVICES INC