Direction Service

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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.

Program Service Accomplishments

Program 1

Expenses: $1,404,636

Youth and Family Services Program:Youth and Family Services provides a continuum of support to youth with disabilities, their families, and unaccompanied youth, assisting them to identify goals and create a plan of how to achieve them. Support activities across programs include assessing needs and strengths, identifying desired outcomes, making referrals, attending related meetings with clients, facilitating a team-based process and plan of care, engaging collaboratively with other service providers, assisting clients with applications for services, stabilizing education plans, and engaging natural supports. Programs include Service Coordination, Healthy Transitions, Skill Building, and Wraparound.A total of 472 youth with special needs and disabilities served across programs.

Program 2

Expenses: $1,273,420

Direction Service Counseling Center:Provided outpatient mental health services to 509 clients, including 72 adults and 437 children from 7/1/2022 through 6/30/2023.

Program 3

Expenses: $610,017

CADRE:The National Center for Dispute Resolution in Special Education engaged in a broad array of information services including from 7/1/2022 to 6/30/2023:Website visitor sessions: 286,144Website...

CADRE:The National Center for Dispute Resolution in Special Education engaged in a broad array of information services including from 7/1/2022 to 6/30/2023:Website visitor sessions: 286,144Website downloads: 20,397Individual requests for assistance: 295

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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