THE CENTER FOR LOSS AND BEREAVEMENT (EIN 233011941) - 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

1999

Legal Domicile

Principal Officer

EMILY VINCENT

Phone

6102224110

Tax Period

2023-07-01 to 2024-06-30

THE CENTER FOR LOSS AND BEREAVEMENT, founded in 1999, is a community nonprofit in the Mental Health sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

THE CENTER FOR LOSS AND BEREAVEMENT IS THE ONLY ORGANIZATION IN THE GREATER PHILA REGION THAT SPECIALIZES IN PROVIDING COMPREHENSIVE SERVICES TO PROMOTE THE HEALTH AND RESILIENCY OF INDIVIDUALS, FAMILIES, AND ORGANIZATIONS FACING PROFOUND GRIEF AND LOSS.

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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 $513,132

Program Service Revenue $464,327

Investment Income $19,196

Other Revenue $15,517

TOTAL REVENUE $1,012,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $807,473

Fundraising Expenses $202,089

Program Expenses $790,185

Other Expenses $279,510

TOTAL EXPENSES $1,086,983

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,012,172	$828,434	+0.2%
Expenses	$1,086,983	$938,785	+0.2%
Net Income	$-74,811	$-110,351	-0.3%

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

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

$99,095

Total Directors

$3,012

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER SMITH	BOARD PRESIDENT	1.60	Officer Director	$0	$0	$0
BETH HUNT	VICE PRESIDENT	1.80	Officer Director	$0	$0	$0
RITA PORRECA	SECRETARY	2.00	Officer Director	$3,012	$0	$3,012
MEGAN BRODY	BOARD MEMBER	0.30	Director	$0	$0	$0
SELAINE KEATON	BOARD MEMBER	2.10	Director	$0	$0	$0
CHASE KNEELAND	BOARD MEMBER	0.30	Director	$0	$0	$0
TIEN-YUEH KUBACH	BOARD MEMBER	0.60	Director	$0	$0	$0
ELYSE LUPIN	BOARD MEMBER	0.60	Director	$0	$0	$0
SUZANNE MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
SILVI SAXENA	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY VINCENT	EXECUTIVE DIRECTOR	40.00	Officer	$83,823	$12,260	$96,083

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	No data	No data	No data	No data
2024	$1,012,172	$1,086,983	$881,055	$-74,811
2023	$828,434	$938,785	$723,372	$-110,351
2022	$881,983	$811,966	$785,503	$70,017
2021	$724,535	$674,449	$816,856	$50,086
2020	$594,155	$578,591	$711,056	$15,564
2019	$577,719	$519,939	$619,063	$57,780

THE CENTER FOR LOSS AND BEREAVEMENT