THE FUND FOR THE WILLIAM GEORGE AGENCY FOR CHILDREN'S SERVICES INC (EIN 810585177) - 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

2002

Legal Domicile

Principal Officer

FRED BUTLER

Phone

6078446460

Tax Period

2024-07-01 to 2025-06-30

THE FUND FOR THE WILLIAM GEORGE AGENCY FOR CHILDREN'S SERVICES INC, founded in 2002, is a community nonprofit in the Youth Development sector that reported $1.4M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $2.3M exceeded revenue, resulting in a 62% operating deficit.

Mission

ESTABLISHED FOR THE CHARITABLE PURPOSE OF PROVIDING FINANCIAL AND RELATED SUPPORT TO AN AFFILIATED ORGANIZATION.

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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 $2,187

Program Service Revenue $0

Investment Income $1,433,526

Other Revenue $0

TOTAL REVENUE $1,435,713

Expense Breakdown

Grants Paid $2,158,538

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,158,538

Other Expenses $164,024

TOTAL EXPENSES $2,322,562

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,435,713	$1,859,951	-0.2%
Expenses	$2,322,562	$753,828	+2.1%
Net Income	$-886,849	$1,106,123	-1.8%

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

$583,568

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW KERNAN	DIRECTOR	0.50	Director	$0	$0	$0
FRED BUTLER	PRESIDENT	0.50	Officer Director	$0	$0	$0
KATHLEEN BRADY-STEPIAN	DIRECTOR	0.50	Director	$0	$0	$0
HELEN HULINGS	EXECUTIVE DIRECTOR	0.50	Officer	$0	$38,945	$333,058
ANITA FOWLER	SECRETARY/TREASURER	0.50	Officer	$0	$32,680	$250,510

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	$1,435,713	$2,322,562	$19,352,619	$-886,849
2024	$1,859,951	$753,828	$19,564,940	$1,106,123
2023	$853,173	$337,349	$16,300,433	$515,824
2022	$726,677	$520,858	$14,687,297	$205,819
2021	$1,510,162	$145,036	$17,062,528	$1,365,126
2020	$487,872	$111,469	$13,730,426	$376,403
2019	$328,677	$108,073	$12,408,858	$220,604
2018	$482,774	$107,239	$11,459,304	$375,535

THE FUND FOR THE WILLIAM GEORGE AGENCY FOR CHILDREN'S SERVICES INC