ASSESSMENT COUNSELING & EDUCATION SERVICES INC (EIN 870641607) - 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

1999

Legal Domicile

Principal Officer

MARIE JESS

Tax Period

2023-01-01 to 2023-12-31

ASSESSMENT COUNSELING & EDUCATION SERVICES INC, founded in 1999, is a small nonprofit in the Human Services sector that reported $391K in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring.

Mission

HELP INDIVIDUALS ACHIEVE THEIR FULL POTENTIAL BY ENCOURAGING AND SUPPORTING THEM AS THEY LEARN TO OVERCOME THEIR ADDICTIVE AND BEHAVIORAL PROBLEMS

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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 $388,723

Investment Income $2,162

Other Revenue $116

TOTAL REVENUE $391,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $324,470

Fundraising Expenses $0

Program Expenses $282,424

Other Expenses $76,600

TOTAL EXPENSES $401,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$391,001	$639,820	-0.4%
Expenses	$401,070	$403,450	0.0%
Net Income	$-10,069	$236,370	-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

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

$54,635

Total Directors

$95,268

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE JESS	ADMIN DIRECTOR	20.00	Officer Director	$39,028	$15,607	$54,635
JILL CHRISTENSEN	DIRECTOR	20.00	Director	$30,540	$10,093	$40,633
SHAWN MILLS	DIRECTOR	20.00	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
2024	No data	No data	No data	No data
2023	$391,001	$401,070	$395,334	$-10,069
2022	$639,820	$403,450	$297,148	$236,370
2021	$413,160	$357,970	$55,949	$55,190
2020	$398,219	$382,648	$198,146	$15,571
2019	$419,557	$398,510	$191,658	$21,047
2018	$433,334	$397,038	$175,344	$36,296

ASSESSMENT COUNSELING & EDUCATION SERVICES INC