CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC (EIN 237212022) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

LISA BAXTER

Phone

8604374550

Tax Period

2024-07-01 to 2025-06-30

CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC, founded in 1972, is a mid-sized nonprofit in the Human Services sector that reported $20.0M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $22.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

ADVANCING INDIVIDUAL AND COMMUNITY HEALTH

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,301,136

Program Service Revenue $4,159,711

Investment Income $298,634

Other Revenue $240,104

TOTAL REVENUE $19,999,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,223,470

Fundraising Expenses $315,677

Program Expenses $18,247,833

Other Expenses $5,157,570

TOTAL EXPENSES $22,381,040

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,999,585	$21,086,799	-0.1%
Expenses	$22,381,040	$21,839,567	+0.0%
Net Income	$-2,381,455	$-752,768	+2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

313

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

$452,430

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH LEAMON	BOARD DIRECTOR	0.15	Director	$0	$0	$0
CAROL MARZETTA	OUTGOING BOARD SECRETARY	0.50	Officer Director	$0	$0	$0
CHRISTINE HAMMOND	BOARD DIRECTOR	0.55	Director	$0	$0	$0
DEREK PIRRUCCELLO	OUTGOING BOARD DIRECTOR	1.00	Director	$0	$0	$0
DR SHANTHI MOGALI	BOARD DIRECTOR	0.30	Director	$0	$0	$0
ELLEN BROWN	BOARD SECRETARY	2.10	Officer Director	$0	$0	$0
FRED BOATENG	OUTGOING BOARD DIRECTOR	0.30	Director	$0	$0	$0
HARRY FERGUSON	BOARD VICE CHAIR	1.50	Officer Director	$0	$0	$0
HARWOOD COMSTOCK	BOARD DIRECTOR	3.10	Director	$0	$0	$0
LYNNE WILSON	BOARD DIRECTOR	0.15	Director	$0	$0	$0
MARK HERTER	BOARD DIRECTOR	0.40	Director	$0	$0	$0
MARK SPINNATO	BOARD DIRECTOR	0.80	Director	$0	$0	$0
MATT WILLIAMS	BOARD DIRECTOR	0.50	Director	$0	$0	$0
MATTHEW SPRING	OUTGOING BOARD VICE-CHAIR	0.40	Officer Director	$0	$0	$0
MICHELLE MARRA	BOARD DIRECTOR	1.20	Director	$0	$0	$0
NEIL BALLOTTE	OUTGOING BOARD DIRECTOR	0.30	Director	$0	$0	$0
PAT VARHOLY	BOARD DIRECTOR	1.80	Director	$0	$0	$0
SEAN DAVIES	BOARD DIRECTOR	0.30	Director	$0	$0	$0
TERESA BURBANK	BOARD CHAIR	8.80	Officer Director	$0	$0	$0
LISA BAXTER	CHIEF FINANCIAL & ADMINISTRATIVE OFFICER	40.00	Officer	$160,657	$49,604	$210,261
LISA OTTO	CHIEF EXECUTIVE OFFICER	40.00	Officer	$180,899	$61,270	$242,169
COURTNEY SEELY	MANAGING DIRECTOR OF BEHAVIORAL HEALTH SERVICES	32.00	Highest	$123,330	$37,676	$161,006
DR ALLANA LEE	MEDICAL DIRECTOR	40.00	Highest	$407,053	$51,979	$459,032
ERIN SAYLOR	CHIEF OPERATING OFFICER	40.00	Highest	$167,308	$10,034	$177,342
JASON LAWRENCE	CHIEF INFORMATION OFFICER	40.00	Highest	$175,000	$3,500	$178,500
SARA LAMBERT	PEDIATRIC NURSE PRACTITIONER	40.00	Highest	$179,819	$35,934	$215,753

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	$19,999,585	$22,381,040	$10,196,101	$-2,381,455
2024	$21,086,799	$21,839,567	$11,143,072	$-752,768
2023	$17,209,794	$19,981,403	$11,743,588	$-2,771,609
2022	$16,904,528	$16,316,811	$12,921,449	$587,717
2021	$16,147,875	$15,578,307	$15,558,095	$569,568
2020	$14,296,010	$14,761,883	$13,790,566	$-465,873
2019	$14,333,536	$14,104,701	$12,358,494	$228,835
2018	$13,154,211	$13,004,126	$11,737,823	$150,085

CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC