SAFE BERKS (EIN 232087191) - 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

1977

Legal Domicile

Principal Officer

ELIZABETH GARRIGAN

Phone

6103707602

Tax Period

2024-07-01 to 2025-06-30

SAFE BERKS, founded in 1977, is a community nonprofit in the Human Services sector that reported $4.2M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $4.6M exceeded revenue, resulting in a 11% operating deficit.

Mission

SAFE HAVEN/SUPPORT OF DOMESTIC VIOLENCE/SEXUAL ASSAULT WITH EDUCATION, ADVOCACY, AND PREVENTION.

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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 $4,100,908

Program Service Revenue $0

Investment Income $35,276

Other Revenue $36,256

TOTAL REVENUE $4,172,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,243,602

Fundraising Expenses $322,298

Program Expenses $3,270,331

Other Expenses $1,383,038

TOTAL EXPENSES $4,626,640

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,172,440	$4,898,418	-0.1%
Expenses	$4,626,640	$4,895,561	-0.1%
Net Income	$-454,200	$2,857	-160.0%

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

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

$316,479

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER ADAMS	PRESIDENT	2.00	Officer Director	$0	$0	$0
RACHEL ROMIG	VICE PRESIDENT	1.50	Officer Director	$0	$0	$0
DR SARA GEORGE	SECRETARY	1.50	Officer Director	$0	$0	$0
RONALD RUTKOWSKI	TREASURER	1.50	Officer Director	$0	$0	$0
ERIN BEEBE	MEMBER	1.00	Director	$0	$0	$0
KOURTNEY BERNECKER	MEMBER	1.00	Director	$0	$0	$0
NOAHLEEN BETTS	MEMBER	1.00	Director	$0	$0	$0
AURIA BRADLEY	MEMBER	1.00	Director	$0	$0	$0
ERICA CACERES	MEMBER	1.00	Director	$0	$0	$0
JENNIFER DECK	MEMBER	1.00	Director	$0	$0	$0
TODD MIGLIACCIO	MEMBER	1.00	Director	$0	$0	$0
BETHANY MILLER	MEMBER	1.00	Director	$0	$0	$0
LAURA MORGAN	MEMBER	1.00	Director	$0	$0	$0
SARAH PHILLIPS	MEMBER	1.00	Director	$0	$0	$0
JULIETTE PIERSODY	MEMBER	1.00	Director	$0	$0	$0
RUTH SANO	MEMBER	1.00	Director	$0	$0	$0
LINDSEY STOCK	MEMBER	1.00	Director	$0	$0	$0
ELIZABETH WARE	MEMBER	1.00	Director	$0	$0	$0
NICOLE YUENGEL	MEMBER	1.00	Director	$0	$0	$0
ELIZABETH GARRIGAN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$126,657	$12,759	$139,416
STACEY JORDAN	CHIEF PROGRAM OFFICER	40.00	Officer	$71,333	$18,785	$90,118
EMILY SANTOS	CHIEF HUMAN RESOURCES OFFICER (END 2/24)	30.00	Officer	$6,979	$201	$7,180
MERELISS COLON ORTIZ	CHIEF OPERATING OFFICER (END 11/24)	40.00	Officer	$69,912	$9,853	$79,765

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	$4,172,440	$4,626,640	$5,980,645	$-454,200
2024	$4,898,418	$4,895,561	$6,510,082	$2,857
2023	$4,296,337	$4,684,153	$6,467,531	$-387,816
2022	$4,308,212	$4,506,193	$6,627,811	$-197,981
2021	$4,540,913	$3,947,956	$6,633,594	$592,957
2020	$3,258,317	$3,673,616	$6,787,270	$-415,299
2019	$4,497,559	$3,368,125	$7,954,211	$1,129,434
2018	$2,897,468	$3,018,583	$7,609,553	$-121,115

SAFE BERKS