OPTIONS FAMILY OF SERVICES (EIN 770109107) - 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

1986

Legal Domicile

Principal Officer

DEBBIE BERTRANDO

Phone

8057726066

Tax Period

2024-07-01 to 2025-06-30

OPTIONS FAMILY OF SERVICES, founded in 1986, is a community nonprofit that reported $9.7M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.8M, a strong 18% operating margin.

Mission

IMPROVE DISABLED PERSONS QUALITY OF LIFE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,541,887

Investment Income $145,830

Other Revenue $0

TOTAL REVENUE $9,687,717

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,300,780

Fundraising Expenses $0

Program Expenses $7,207,698

Other Expenses $1,594,956

TOTAL EXPENSES $7,895,736

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,687,717	$8,874,582	+0.1%
Expenses	$7,895,736	$7,748,831	+0.0%
Net Income	$1,791,981	$1,125,751	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA WALKER	Director	0.00	Director	$0	$0	$0
SARAH CHISHOLM	Director	0.00	Director	$0	$0	$0
DAN VANDERVOET	Director	0.00	Director	$0	$0	$0
RUTH JACKSON	Director	0.00	Officer Director	$0	$0	$0
JEANNE BUCHANAN	President	0.00	Officer Director	$0	$0	$0
DEBBIE BERTRANDO	SECRETARY/CEO	40.00	Officer Director	$0	$0	$0
CAROL YODER	Vice President	0.00	Officer 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	$9,687,717	$7,895,736	$15,828,333	$1,791,981
2024	$8,874,582	$7,748,831	$14,122,339	$1,125,751
2023	$8,748,532	$6,881,942	$13,119,306	$1,866,590
2022	$8,167,771	$6,280,540	$11,488,253	$1,887,231
2021	$7,104,220	$5,916,873	$10,608,729	$1,187,347
2020	$7,224,251	$5,926,275	$9,553,937	$1,297,976
2019	$6,736,013	$5,838,161	$7,620,677	$897,852
2018	$6,027,719	$5,343,556	$6,949,917	$684,163

OPTIONS FAMILY OF SERVICES