TRANSITIONAL PATHS TO INDEPENDENT LIVING (EIN 251622789) - 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

1990

Legal Domicile

Principal Officer

SHONA EAKIN

Phone

7242235115

Tax Period

2024-07-01 to 2025-06-30

TRANSITIONAL PATHS TO INDEPENDENT LIVING, founded in 1990, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024.

Mission

TRANSITIONAL PATHS TO INDEPENDENT LIVING AFFIRMS LIBERTY AND JUSTICE FOR ALL PEOPLE WITH DISABILTIES.

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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 $80,468

Program Service Revenue $1,179,127

Investment Income $1,794

Other Revenue $0

TOTAL REVENUE $1,261,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,148,577

Fundraising Expenses $509

Program Expenses $1,231,323

Other Expenses $139,828

TOTAL EXPENSES $1,288,405

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,261,389	$1,314,131	0.0%
Expenses	$1,288,405	$1,430,760	-0.1%
Net Income	$-27,016	$-116,629	-0.8%

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

N/A

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

$414,421

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY HERTZOG	CHAIRPERSON	0.25	Officer Director	$0	$0	$0
ROBERT BACH	V. CHAIR THR	0.25	Officer Director	$0	$0	$0
BROOK WARD	TREASURER	0.25	Officer Director	$0	$0	$0
KEITH KLINK	SEC THRU 10/	0.25	Officer Director	$0	$0	$0
LARRY SMITH	BOARD OF DIR	0.25	Director	$0	$0	$0
DAVID TOME	BOARD OF DIR	0.25	Director	$0	$0	$0
DARLENE WOLFORD	BOARD OF DIR	0.25	Director	$0	$0	$0
PAUL SONSON	SECRETARY	0.25	Officer	$0	$0	$0
CATHI MITCHELL	DIR THRU 6/1	0.25	Director	$0	$0	$0
SHONA EAKIN	CEO	10.00	Officer	$0	$21,857	$236,367
STACY KEMMLER	CFO	10.00	Officer	$0	$23,517	$178,054

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	$1,261,389	$1,288,405	$387,729	$-27,016
2024	$1,314,131	$1,430,760	$706,298	$-116,629
2023	$1,194,382	$1,056,596	$560,825	$137,786
2022	$1,084,121	$1,106,165	$391,479	$-22,044
2021	$1,322,649	$1,135,711	$355,437	$186,938
2020	$4,579,128	$4,739,592	$613,570	$-160,464
2019	$3,279,569	$3,177,630	$1,417,376	$101,939
2018	$827,302	$788,250	$282,096	$39,052

TRANSITIONAL PATHS TO INDEPENDENT LIVING