IMUA FAMILY SERVICES (EIN 990194402) - 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

1982

Principal Officer

JAMES A DIEGEL

Phone

8082447467

Tax Period

2022-07-01 to 2023-06-30

IMUA FAMILY SERVICES, founded in 1982, is a community nonprofit in the Health Care sector that reported $3.7M in total revenue in fiscal year 2022. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $4.2M exceeded revenue, resulting in a 12% operating deficit.

Mission

SINCE 1947, IMUA FAMILY SERVICES HAS PROVIDED QUALITY SERVICES THROUGH PROGRAMS THAT EXEMPLIFY ITS MISSION TO "EMPOWER CHILDREN AND THEIR FAMILIES TO REACH THEIR FULL POTENTIAL."

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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 $3,309,613

Program Service Revenue $576,052

Investment Income $34,977

Other Revenue $-206,611

TOTAL REVENUE $3,714,031

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,730,140

Fundraising Expenses $418,810

Program Expenses $3,143,506

Other Expenses $1,424,299

TOTAL EXPENSES $4,154,439

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,714,031	$5,347,448	-0.3%
Expenses	$4,154,439	$3,616,566	+0.1%
Net Income	$-440,408	$1,730,882	-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

Volunteers

415

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

$314,898

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID YARBROUGH	PRESIDENT	1.00	Officer Director	$0	$0	$0
IVO DEWILDE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ERIN WADE	VP/ASSIST. C	1.00	Officer Director	$0	$0	$0
SCOTT WHELCHEL	VP/CORP. SEC	1.00	Officer Director	$0	$0	$0
JAMES DIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
DEAN DUQUE	DIRECTOR	1.00	Director	$0	$0	$0
ADAM FUDERER	DIRECTOR	1.00	Director	$0	$0	$0
FELICITAS LIVAUDAIS MD	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA PROUTY	DIRECTOR	1.00	Director	$0	$0	$0
CALEB ROWE	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA FAHIR	DIRECTOR	1.00	Director	$0	$0	$0
JOSH STARBUCK MD	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE ANN YOKOUCHI	DIRECTOR	1.00	Director	$0	$0	$0
BOBBIE-JO MONIZ-TADEO	MANAGING DIR	40.00	Officer	$130,534	$14,770	$145,304
LESLEY WONG	EXECUTIVE DI	40.00	Officer	$157,864	$11,730	$169,594

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,714,031	$4,154,439	$9,802,654	$-440,408
2022	$5,347,448	$3,616,566	$9,998,256	$1,730,882
2021	$4,565,488	$3,498,406	$8,255,009	$1,067,082
2020	$5,097,325	$3,153,876	$4,605,927	$1,943,449
2019	$3,116,498	$3,258,107	$2,091,768	$-141,609
2018	$3,501,378	$3,610,776	$2,167,106	$-109,398

IMUA FAMILY SERVICES