THE OSBORNE ASSOCIATION INC (EIN 135563028) - 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

1933

Legal Domicile

Principal Officer

JONATHAN MONSALVE

Phone

7187072600

Tax Period

2024-07-01 to 2025-06-30

THE OSBORNE ASSOCIATION INC, founded in 1933, is a mid-sized nonprofit that reported $40.2M in total revenue in fiscal year 2024.

Mission

THE OSBORNE ASSOCIATION SERVES INDIVIDUALS, FAMILIES, AND COMMUNITIES AFFECTED BY THE CRIMINAL LEGAL SYSTEM. THROUGH OUR PROGRAMS, WE OFFER OPPORTUNITIES FOR PEOPLE TO HEAL FROM AND REPAIR HARM, RESTORE THEIR LIVES, AND THRIVE. WE CHALLENGE SYSTEMS ROOTED IN RACISM AND RETRIBUTION AND FIGHT FOR POLICIES AND PRACTICES THAT PROMOTE TRUE SAFETY, JUSTICE, AND LIBERATION.

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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 $30,712,130

Program Service Revenue $9,264,367

Investment Income $2,660

Other Revenue $185,447

TOTAL REVENUE $40,164,604

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,280,707

Fundraising Expenses $1,320,935

Program Expenses $31,390,221

Other Expenses $15,504,196

TOTAL EXPENSES $41,881,379

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,164,604	$40,786,016	0.0%
Expenses	$41,881,379	$39,447,953	+0.1%
Net Income	$-1,716,775	$1,338,063	-2.3%

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

496

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

$932,205

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM HELLEGERS	DIRECTOR	0.30	Director	$0	$0	$0
ALISON NOVAK	DIRECTOR	0.30	Director	$0	$0	$0
ANA M BERMUDEZ	DIRECTOR	0.30	Director	$0	$0	$0
ANDREW POTASH	DIRECTOR	0.30	Director	$0	$0	$0
BRIAN FISCHER	DIRECTOR	0.30	Director	$0	$0	$0
DAVID T GOLDBERG	DIRECTOR	0.30	Director	$0	$0	$0
DR ZELMA WESTON HENRIQUES	SECRETARY (UNTIL 12/5/24)	0.30	Officer Director	$0	$0	$0
ESTHER FEIN	DIRECTOR	0.30	Director	$0	$0	$0
JOHN VALVERDE	DIRECTOR (UNTIL 11/22/24)	0.30	Director	$0	$0	$0
KATRINA VANDEN HEUVEL	DIRECTOR	0.30	Director	$0	$0	$0
LUCRETIA OSBORNE WELLS	DIRECTOR	0.30	Director	$0	$0	$0
MAGGIE WOLK	DIRECTOR	0.30	Director	$0	$0	$0
MATTHEW M WAMBUA	CHAIR	0.30	Director	$0	$0	$0
MICHAEL L RYAN	TREASURER (UNTIL 6/24/25)	3.00	Director	$0	$0	$0
PAGE TRAVELSTEAD	DIRECTOR	0.30	Director	$0	$0	$0
RACHEL BEDARD	SECRETARY	0.30	Officer Director	$0	$0	$0
REV DR ALFONSO WYATT	DIRECTOR	0.30	Director	$0	$0	$0
SWIFT SO EDGAR	DIRECTOR	0.30	Director	$0	$0	$0
VICTOR F GERMACK	DIRECTOR (UNTIL 1/1/25)	0.30	Director	$0	$0	$0
YASMIN CORNELIUS HURTSON	DIRECTOR (6/6/25)	0.30	Director	$0	$0	$0
DANA WAX	EXECUTIVE VICE PRESIDENT	35.00	Officer	$188,007	$26,097	$214,104
JONATHAN MONSALVE	PRESIDENT & CEO	42.00	Officer	$275,103	$24,816	$299,919
MICHELLE HOWARD	ASSOCIATE EXECUTIVE DIRECTOR	42.00	Officer	$194,570	$60,809	$255,379
PAUL LIEFRIG	EXECUTIVE VP AND CFO	35.00	Officer	$152,434	$10,369	$162,803
ANDREA GOUPALSINGH	PROGRAM DIRECTOR - CAS	35.00	Highest	$141,357	$27,078	$168,435
CHRISTINA RUSESKAS-GREEEN	DIRECTOR OF SUPPORTIVE HOUSING	35.00	Highest	$126,348	$23,606	$149,954
JUSTIN BURKE	VP OF STRATEGIC COMMUNICATIONS	35.00	Highest	$160,204	$9,612	$169,816
LAURA ROAN	PROGRAM DIRECTOR	35.00	Highest	$132,629	$8,358	$140,987
TANYA KRUPAT	VP OF POLICY AND ADVOCACY	35.00	Highest	$149,521	$36,615	$186,136

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	$40,164,604	$41,881,379	$34,085,152	$-1,716,775
2024	No data	No data	No data	No data
2023	$39,412,473	$37,818,142	$36,524,365	$1,594,331
2022	$36,007,350	$33,143,419	$22,962,165	$2,863,931
2021	$32,370,450	$29,576,539	$19,819,915	$2,793,911
2020	$25,868,135	$25,162,210	$16,244,967	$705,925
2019	$23,650,488	$24,673,297	$11,445,512	$-1,022,809
2018	$23,640,618	$23,038,090	$10,027,245	$602,528

THE OSBORNE ASSOCIATION INC