Direction Service (EIN 930800692) - 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

1981

Legal Domicile

Principal Officer

Aimee Walsh

Phone

5416865060

Tax Period

2022-07-01 to 2023-06-30

Direction Service, founded in 1981, is a community nonprofit in the Crime & Legal sector that reported $4.1M in total revenue in fiscal year 2022. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $3.8M left a modest 7% surplus.

Mission

Helping people with special needs live the fullest lives possible.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,549,753

Program Service Revenue $2,419,909

Investment Income $74,275

Other Revenue $45,460

TOTAL REVENUE $4,089,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,206,306

Fundraising Expenses $18,745

Program Expenses $3,288,073

Other Expenses $608,371

TOTAL EXPENSES $3,814,677

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,089,397	$3,433,023	+0.2%
Expenses	$3,814,677	$3,619,281	+0.1%
Net Income	$274,720	$-186,258	-2.5%

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

$234,161

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aimee Walsh	CEO	40.00	Officer	$123,861	$10,746	$134,607
Jess Hart	CFO	40.00	Officer	$89,297	$10,257	$99,554
Beth Harn	Director	1.00	Director	$0	$0	$0
Bridget Byfield	Vice President	1.00	Officer Director	$0	$0	$0
Carol Knobbe	President	1.00	Officer Director	$0	$0	$0
James Walugembe	Director	1.00	Director	$0	$0	$0
Aaron Stansbury	Director	1.00	Director	$0	$0	$0
Tami Calkin	Treasurer	1.00	Officer Director	$0	$0	$0
Jennifer Olson	Director	1.00	Director	$0	$0	$0
Jennifer Sheffler	Director	1.00	Director	$0	$0	$0
David Nelkin	Director	1.00	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
2023	$4,089,397	$3,814,677	$1,604,045	$274,720
2022	$3,433,023	$3,619,281	$907,489	$-186,258
2021	$3,922,353	$3,879,987	$1,081,806	$42,366
2020	$3,974,240	$3,504,511	$1,179,106	$469,729
2019	$3,294,590	$3,231,179	$572,208	$63,411

Direction Service