FHI SERVICES (EIN 540573701) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

CHRISTINE M CONNOLLY

Phone

5406804100

Tax Period

2018-10-01 to 2019-09-30

FHI SERVICES, founded in 1954, is a mid-sized nonprofit that reported $20.4M in total revenue in fiscal year 2017. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15.1M, a strong 74% operating margin.

Mission

OUR MISSION IS MAKING COMMUNITIES HEALTHIER.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $73,758

Program Service Revenue $0

Investment Income $76,718

Other Revenue $0

TOTAL REVENUE $150,476

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $40,160

TOTAL EXPENSES $40,160

Year-over-Year Comparison

	2018	2017	Change
Revenue	$150,476	$20,390,118	-1.0%
Expenses	$40,160	$5,329,971	-1.0%
Net Income	$110,316	$15,060,147	-1.0%

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

$561,814

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JOHN MCCARTHY	TRUSTEE	Director	$0	$0	$0
BETSY DIETEL	TRUSTEE	Director	$0	$0	$0
PATRICIA WOODWARD	TRUSTEE	Director	$0	$0	$0
MARK VAN DE WATER	TRUSTEE	Director	$0	$0	$0
TOM TUCKER	TRUSTEE	Director	$0	$0	$0
SUSAN STRITTMATTER	TRUSTEE	Director	$0	$0	$0
MARY LEIGH MCDANIEL	TRUSTEE	Director	$0	$0	$0
RICK GERHARDT	TRUSTEE	Director	$0	$0	$0
TIM DUNN	SECRETARY/TREASURER	Director	$0	$0	$0
MARSHALL DOELLER	TRUSTEE	Director	$0	$0	$0
JANELLE DOWNES	VICE CHAIR	Director	$0	$0	$0
RAY KNOTT	CHAIR	Director	$0	$0	$0
DAPHNE LATIMORE	TRUSTEE	Director	$0	$0	$0
SUSAN RUBIN	TRUSTEE	Director	$0	$0	$0
LORNA MAGILL	CFO	Officer	$0	$12,413	$213,075
CHRISTINE CONNOLLY	PRESIDENT/CEO	Officer	$0	$51,402	$348,739
AMY PETTY	DIRECTOR OF COMMUNICATIONS	Highest	$0	$21,742	$133,709
ELIZABETH HENRICKSON	DIRECTOR OF ADMINISTRATION	Highest	$0	$20,326	$145,616

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
2019	$150,476	$40,160	No data	$110,316
2018	$20,390,118	$5,329,971	$263,325,644	$15,060,147

FHI SERVICES