CFS SELF-DIRECTED SUPPORTS INC (EIN 825520438) - 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

2018

Legal Domicile

Phone

2126297939

Tax Period

2024-07-01 to 2025-06-30

CFS SELF-DIRECTED SUPPORTS INC, founded in 2018, is a mid-sized nonprofit in the Human Services sector that reported $26.8M in total revenue in fiscal year 2024.

Mission

TO PROVIDE SELF-DIRECTION AND FISCAL INTERMEDIARY SERVICES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL 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 (2024)

Revenue Breakdown

Contributions & Grants $234,443

Program Service Revenue $26,581,136

Investment Income $8,203

Other Revenue $0

TOTAL REVENUE $26,823,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,347,937

Fundraising Expenses $0

Program Expenses $25,030,249

Other Expenses $10,501,739

TOTAL EXPENSES $26,849,676

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,823,782	$27,263,157	0.0%
Expenses	$26,849,676	$27,161,857	0.0%
Net Income	$-25,894	$101,300	-1.3%

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

766

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

$516,995

Total Directors

Key Employees

$240,469

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER SELLAR	SECRETARY	2.0	Officer Director	$0	$0	$0
WILLIAM LUDOLPH	CHAIR	1.0	Officer Director	$0	$0	$0
DEEGANT PANDYA	DIRECTOR	2.0	Director	$0	$0	$0
LLOYD STABINER	DIRECTOR	1.0	Director	$0	$0	$0
SHALINI SHARMA	DIRECTOR	2.0	Director	$0	$0	$0
ALICIA MCGRATH	CHIEF EXECUTIVE OFFICER	2.0	Officer	$0	$14,363	$333,786
JIM CRISCI	CHIEF FINANCIAL OFFICER THRU JANUARY 2025	2.0	Officer	$0	$9,286	$183,209
STEPHEN MACK	CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER AS OF APRIL 2025	2.0	Officer	$0	$0	$0
LINDA CLOSS	CHIEF OPERATING OFFICER	2.0	Key Emp	$0	$26,183	$240,469
JENNIPHER PANIAGUA SOLIS	SVP OF SELF DIRECTION - SDS	35.0	Highest	$119,773	$17,591	$137,364
BARBARA J GREENWALD	FORMER COO	0.0		$0	$724	$182,884

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	$26,823,782	$26,849,676	$4,086,380	$-25,894
2024	$27,263,157	$27,161,857	$5,379,925	$101,300
2023	$21,481,683	$21,481,683	$3,312,958	No data
2022	$14,659,181	$14,657,832	$2,767,329	$1,349
2021	$6,745,447	$6,745,447	$2,120,716	No data
2020	$1,423,370	$1,423,370	$1,454,763	No data

CFS SELF-DIRECTED SUPPORTS INC