Families in Transition (EIN 020475414) - 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

1991

Legal Domicile

Principal Officer

Maria Devlin

Phone

6036419441

Tax Period

2024-01-01 to 2024-12-31

Families in Transition, founded in 1991, is a community nonprofit in the Housing & Shelter sector that reported $9.1M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

To prevent and break the cycle of homelessness.

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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 $6,162,021

Program Service Revenue $1,936,960

Investment Income $165,943

Other Revenue $821,822

TOTAL REVENUE $9,086,746

Expense Breakdown

Grants Paid $1,701,419

Salaries & Benefits $5,677,352

Fundraising Expenses $579,661

Program Expenses $8,385,112

Other Expenses $2,459,678

TOTAL EXPENSES $9,838,449

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,086,746	$10,657,845	-0.1%
Expenses	$9,838,449	$10,674,769	-0.1%
Net Income	$-751,703	$-16,924	+43.4%

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

129

Volunteers

582

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

$543,414

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Whitfield	Chair	2.00	Officer Director	$0	$0	$0
Stephen Norton	Vice Chair	2.00	Officer Director	$0	$0	$0
Gary Potavin	Treasurer	2.00	Officer Director	$0	$0	$0
Scott Ellison	Secretary	2.00	Officer Director	$0	$0	$0
Dick Anagnost	Director	1.00	Director	$0	$0	$0
Roy Ballentine	Director	1.00	Director	$0	$0	$0
Robert Bonfiglio	Director	1.00	Director	$0	$0	$0
David Crespo	Director	1.00	Director	$0	$0	$0
Christopher Kennedy	Director	1.00	Director	$0	$0	$0
Laura King	Director	1.00	Director	$0	$0	$0
Sean Leighton	Director	1.00	Director	$0	$0	$0
Cheryl Moreau	Director	1.00	Director	$0	$0	$0
Karen Moynihan	Director	1.00	Director	$0	$0	$0
Gayle Murphy	Director	1.00	Director	$0	$0	$0
Steve Palmer	Director	1.00	Director	$0	$0	$0
Michael Simoneau	Director	1.00	Director	$0	$0	$0
Roy Tilsley	Director	1.00	Director	$0	$0	$0
Michael Visocchi	Director	1.00	Director	$0	$0	$0
Chad Campbell	Past Director	1.00	Director	$0	$0	$0
Jennifer Gillis	Past Director	1.00	Director	$0	$0	$0
Maria Devlin	President/CEO	24.00	Officer	$191,327	$31,879	$223,206
Daniel Kern	Chief Financial Officer	40.00	Officer	$145,469	$17,433	$162,902
Kerry Pelleran	Chief Operating Officer	20.00	Officer	$151,471	$5,835	$157,306
Meghan Shea	Chief Programs Officer	30.00	Highest	$137,500	$6,160	$143,660

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	$9,086,746	$9,838,449	$18,661,808	$-751,703
2023	$10,657,845	$10,674,769	$19,015,222	$-16,924
2022	$10,051,426	$10,303,571	$19,011,667	$-252,145
2021	$10,413,245	$9,907,117	$20,051,648	$506,128
2020	$14,555,429	$10,377,017	$20,211,623	$4,178,412
2019	$10,291,550	$9,463,635	$15,074,135	$827,915

Families in Transition