ENGSTROM SERVICES INC (EIN 621499350) - 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

1991

Legal Domicile

Principal Officer

KRIS ZINK

Phone

4236224397

Tax Period

2023-07-01 to 2024-06-30

ENGSTROM SERVICES INC, founded in 1991, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $2.7M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE ORGANIZATION EVALUATES, ASSESSES, AND MAKES RECOMMENDATIONS FOR TREATMENT OF INDIVIDUALS WITH INTELLECTUAL OR PHYSICAL DISABILITIES.

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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 $2,194,310

Investment Income $232,104

Other Revenue $-12,852

TOTAL REVENUE $2,413,562

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,249,779

Fundraising Expenses $0

Program Expenses $2,265,090

Other Expenses $438,240

TOTAL EXPENSES $2,688,019

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,413,562	$5,032,891	-0.5%
Expenses	$2,688,019	$2,154,522	+0.2%
Net Income	$-274,457	$2,878,369	-1.1%

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

N/A

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

$139,240

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN DAKE	PRESIDENT	2.00	Officer Director	$0	$0	$0
LINDSEY LIND	TREASURER	2.00	Officer Director	$0	$0	$0
BEVERLY WITT	SECRETARY	2.00	Officer Director	$0	$0	$0
DILLARD EDGEMON	BOARD MEMBER	2.00	Director	$0	$0	$0
BILL NEAL	BOARD MEMBER	2.00	Director	$0	$0	$0
TRUDY ENGEL	VICE PRESIDENT	2.00	Director	$0	$0	$0
DIANNE KERR	BOARD MEMBER	2.00	Director	$0	$0	$0
KRIS ZINK	EXECUTIVE DIRECTOR	37.50	Officer	$0	$24,586	$139,240

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	$2,413,562	$2,688,019	$6,253,576	$-274,457
2023	$5,032,891	$2,154,522	$6,032,150	$2,878,369
2022	$2,365,898	$2,039,490	$3,094,920	$326,408
2021	$2,146,347	$2,192,916	$3,259,143	$-46,569
2020	$2,264,154	$2,352,845	$3,126,307	$-88,691
2019	$2,414,068	$2,505,180	$2,957,711	$-91,112

ENGSTROM SERVICES INC