THE FOGARTY CENTER (EIN 042936360) - 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

Legal Domicile

Principal Officer

DAVID C REISS

Phone

4012457900

Tax Period

2023-01-01 to 2023-12-31

THE FOGARTY CENTER, founded in 1982, is a mid-sized nonprofit in the Human Services sector that reported $99.1M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $94.4M left a modest 5% surplus.

Mission

THE PROVISION OF SERVICES TO THE INTELLECTUALLY AND DEVELOPMENTALLY DISABLED POPULATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $50,064

Program Service Revenue $98,976,596

Investment Income $150,084

Other Revenue $-110,036

TOTAL REVENUE $99,066,708

Expense Breakdown

Grants Paid $0

Salaries & Benefits $87,890,239

Fundraising Expenses $0

Program Expenses $91,434,280

Other Expenses $6,493,063

TOTAL EXPENSES $94,383,302

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,066,708	$74,895,302	+0.3%
Expenses	$94,383,302	$72,545,818	+0.3%
Net Income	$4,683,406	$2,349,484	+1.0%

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

510

Volunteers

N/A

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

$537,382

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES CAMPAGNA	PRESIDENT	0.50	Officer Director	$0	$0	$0
LISA RAFFERTY	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ANTHONY DENNIS	TREASURER	0.50	Officer Director	$0	$0	$0
JOHN B AFFLECK ESQ	SECRETARY	0.50	Officer Director	$0	$0	$0
KATE NELSON	BOARD MEMBER	0.50	Director	$0	$0	$0
JOSEPH LAMAGNA	BOARD MEMBER	0.50	Director	$0	$0	$0
MOLLY SMITH	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID C REISS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$212,014	$17,587	$229,601
MICHELLE C BRODEUR	CHIEF FINANANCIAL OFFICER	40.00	Officer	$150,000	$15,074	$165,074
HEATHER A ALGE	CHIEF OPERATING OFFICER	40.00	Officer	$126,116	$16,591	$142,707
PRINCE MILLER	ASSISTANT PROGRAM MANAGER	40.00	Highest	$171,046	$6,660	$177,706
CINDY LACHANCE	FINANCIAL DIRECTOR	40.00	Highest	$114,115	$660	$114,775
SHEYLA FONSECA	ASSISTANT PROGRAM MANAGER	40.00	Highest	$153,054	$6,182	$159,236
MOKO ZORKPEH	DIRECT SUPPORT PROFESSIONA	40.00	Highest	$136,373	$15,173	$151,546
MICHELLE BACON	HR DIRECTOR	40.00	Highest	$105,423	$5,813	$111,236

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	No data	No data	No data	No data
2023	$99,066,708	$94,383,302	$25,270,959	$4,683,406
2022	$74,895,302	$72,545,818	$21,351,340	$2,349,484
2021	$63,079,699	$58,390,804	$14,482,171	$4,688,895
2020	$52,570,673	$51,698,556	$13,531,031	$872,117
2019	$47,573,964	$47,132,711	$9,785,490	$441,253
2018	$43,750,763	$44,052,887	$9,016,432	$-302,124

THE FOGARTY CENTER