TURNING POINT INC AND AFFILIATES

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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

1971

Legal Domicile

Principal Officer

ALAN KLEIN

Phone

9784628251

Tax Period

2024-07-01 to 2025-06-30

TURNING POINT INC AND AFFILIATES, founded in 1971, is a mid-sized nonprofit in the Housing & Shelter sector that reported $34.4M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $31.2M left a modest 9% surplus.

Mission

TO EMPOWER INDIVIDUALS TO STRIVE FOR INDEPENDENCE, SELF-SUFFICIENCY, COMMUNITY INTEGRATION WHILE PROVIDING THEM WITH AN OPPORTUNITY TO MOVE TOWARD A MORE INDEPENDENT LIVING SITUATION, THROUGH SHARED LIVING. TURNING POINT DEVELOPS RESIDENTIAL PROGRAMS THAT SUPPORT THE NEEDS OF DEVELOPMENTALLY AND INTELLECTUALLY DISABLED INDIVIDUALS BY PROMOTING INDEPENDENCE THROUGH COMMUNITY INCLUSION AND SUPPORT FOR DAILY LIFE ACTIVITIES. TURNING POINT BEGAN IN 1971, WITH AN ANNUAL OPERATING BUDGET OF $50K AND TODAY, IT IS AT JUST OVER $20M ANNUALLY. WE HAVE OVER 30 LOCATIONS THAT SERVE OVER 150 INDIVIDUALS. OUR LOCAL JUDGES ARE PROUD TO PRAISE US AROUND THE WORK WE DO WITH OUR BEHAVIORALLY CHALLENGED INDIVIDUALS.

Program Service Accomplishments

Program 1

Expenses: $11,804,865 Revenue: $476,277

MERRIMACK VALLEY RESIDENTIAL - OUR COMPREHENSIVE APPROACH TO SUPPORTING 59 INDIVIDUALS IN 13 RESIDENTIAL PROGRAMS IN THE MERRIMACK VALLEY, INCLUDES A FULL COMPLEMENT OF CLINICAL, MEDICAL AND...

MERRIMACK VALLEY RESIDENTIAL - OUR COMPREHENSIVE APPROACH TO SUPPORTING 59 INDIVIDUALS IN 13 RESIDENTIAL PROGRAMS IN THE MERRIMACK VALLEY, INCLUDES A FULL COMPLEMENT OF CLINICAL, MEDICAL AND SUPPORTIVE SERVICES CATERED TO EACH PERSON'S NEEDS. OUR INDIVIDUALS ARE ENCOURAGED TO BE AS INDEPENDENT AS POSSIBLE AND TO BE A POSITIVE INTEGRAL PART OF THE COMMUNITIES THEY LIVE IN. DIRECT SUPPORT STAFF GUIDE AND ASSIST AS NEEDED DEPENDING ON THE LEVEL OF DISABILITY INVOLVED WITH EACH INDIVIDUAL WE SUPPORT. SOME OF THESE INDIVIDUALS PRESENT NEW CHALLENGES AROUND THEIR INCREASED MEDICAL NEEDS AS THEY BEGIN TO AGE IN PLACE.

Program 2

Expenses: $16,302,086 Revenue: $731,624

NORTH SHORE RESIDENTIAL - OUR COMPREHENSIVE APPROACH TO SUPPORTING 77 INDIVIDUALS IN 17 RESIDENTAL PROGRAMS INCLUDES A FULL COMPLEMENT OF CLINICAL, MEDICAL AND SUPPORTIVE SERVICES CATERED TO EACH...

NORTH SHORE RESIDENTIAL - OUR COMPREHENSIVE APPROACH TO SUPPORTING 77 INDIVIDUALS IN 17 RESIDENTAL PROGRAMS INCLUDES A FULL COMPLEMENT OF CLINICAL, MEDICAL AND SUPPORTIVE SERVICES CATERED TO EACH PERSON'S NEEDS. OUR INDIVIDUALS ARE ENCOURAGED TO BE AS INDEPENDENT AS POSSIBLE AND TO BE A POSITIVE INTEGRAL PART OF THE COMMUNITIES THEY LIVE IN. DIRECT SUPPORT STAFF GUIDE AND ASSIST AS NEEDED DEPENDING ON THE LEVEL OF DISABILITY INVOLVED WITH EACH INDIVIDUAL WE SUPPORT. SOME OF THESE INDIVIDUALS PRESENT NEW CHALLENGES AROUND THEIR INCREASED MEDICAL NEEDS AS THEY BEGIN TO AGE IN PLACE. WE ALSO HAVE ADJUSTED OUR MODELS TO WORK EVEN MORE EFFECTIVELY WITH THOSE INDIVIDUALS, WHO ARE BEING REFERRED TO US, THE "TURNING 22" INDIVIDUALS WHO HAVE MANY BEHAVIORAL CHALLENGES.

Program 3

Expenses: $346,517 Revenue: $2,928

THE INDIVIDUAL SUPPORT SERVICES (ISS) COMPONENT SUPPORTS 50 HIGH FUNCTIONING INTELLECTUALLY AND DEVELOPMENTALLY DISABLED INDIVIDUALS AT ANY GIVEN TIME. THESE INDIVIDUALS RESIDE IN COMMUNITIES WITHIN THE MERRIMACK VALLEY AND NORTH SHORE AREAS. ISS STRIVES TO MEET EACH INDIVIDUAL'S OWN UNIQUE NEEDS AND CAPABILITIES. THE ISS PROGRAM SUPPORTS THESE INDIVIDUALS LIVING ON THEIR OWN AND IN APARTMENTS. INDIVIDUALS ARE PROVIDED WITH PART-TIME ASSISTANCE WITH TRANSPORTATION FOR SHOPPING, BANKING, MEDICAL APPOINTMENTS, TRIPS WITHIN THE COMMUNITY, AND OTHER APPOINTMENTS FOR SOCIALIZATION.

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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 $32,790,646

Program Service Revenue $1,215,002

Investment Income $377,157

Other Revenue $31,284

TOTAL REVENUE $34,414,089

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,131,779

Fundraising Expenses $0

Program Expenses $28,486,665

Other Expenses $7,023,954

TOTAL EXPENSES $31,155,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,414,089	$28,170,838	+0.2%
Expenses	$31,155,733	$31,357,912	0.0%
Net Income	$3,258,356	$-3,187,074	-2.0%

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

409

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

$674,153

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
C STEPHEN DEOROCKI	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MARK D BAILEY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JULIE ZALESKI	TREASURER	1.00	Officer Director	$0	$0	$0
SCOTT EATON	CLERK	1.00	Officer Director	$0	$0	$0
GARY DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
HILLARY PERRON	DIRECTOR	1.00	Director	$0	$0	$0
PENNY OUTLAW	DIRECTOR	1.00	Director	$0	$0	$0
GREG DELUCA	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN GONSALVES	DIRECTOR	1.00	Director	$0	$0	$0
LAURA CONLIN	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE STEVENS	DIRECTOR (UNTIL 3/2025)	1.00	Director	$0	$0	$0
ALAN KLEIN	PRESIDENT AND CEO	40.00	Officer	$200,957	$5,552	$206,509
LINDA BLEAU	COO	40.00	Officer	$171,599	$12,484	$184,083
SHERRY RICHARDSON	CFO	40.00	Officer	$152,405	$1,063	$153,468
SHERRY ROGNESS	DIRECTOR OF HUMAN RESOURCES	40.00	Officer	$125,228	$4,865	$130,093
LAWRENCE LEGAULT	DIR. OF FACILITIES/MAINTENANCE	40.00	Highest	$111,240	$4,741	$115,981
KINGSLEY ANADU	DIRECT SUPPORT	40.00	Highest	$108,398	$0	$108,398
TRACY WOOD	SENIOR HR GENERALIST	40.00	Highest	$103,272	$842	$104,114
KWABENA NIMO	DIRECT SUPPORT	38.00	Highest	$102,218	$0	$102,218
JULIEANNE BURRIDGE	DIRECTOR OF NURSING	40.00	Highest	$104,000	$851	$104,851

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	$34,414,089	$31,155,733	$24,610,030	$3,258,356
2024	$28,170,838	$31,357,912	$20,936,160	$-3,187,074
2023	$28,890,524	$28,298,275	$23,468,648	$592,249
2022	$31,886,468	$25,460,403	$22,797,029	$6,426,065
2021	$23,787,887	$21,802,838	$15,951,930	$1,985,049
2020	$21,825,987	$21,541,117	$14,629,490	$284,870
2019	$20,473,841	$19,397,648	$13,124,262	$1,076,193
2018	$20,300,017	$19,542,879	$11,939,137	$757,138