CMU (EIN 251635351) - 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

Legal Domicile

Principal Officer

PATRICK SLATTERY

Phone

7172328761

Tax Period

2024-07-01 to 2025-06-30

CMU is a mid-sized nonprofit in the Human Services sector that reported $12.2M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $11.3M left a modest 7% surplus.

Mission

Pathways Forward provides case management and referral services to individuals with mental and developmental disabilities

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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 $27,527

Program Service Revenue $12,084,977

Investment Income $57,154

Other Revenue $0

TOTAL REVENUE $12,169,658

Expense Breakdown

Grants Paid $515,240

Salaries & Benefits $9,120,561

Fundraising Expenses $0

Program Expenses $11,270,435

Other Expenses $1,686,129

TOTAL EXPENSES $11,321,930

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,169,658	$10,529,568	+0.2%
Expenses	$11,321,930	$10,547,983	+0.1%
Net Income	$847,728	$-18,415	-47.0%

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

181

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK SLATTERY	CEO	37.50	Highest	$151,889	$15,882	$167,771
DOUGLAS HILL	President	0.00	Director	$0	$0	$0
KAREN WILBERT	VicePresident	0.00	Director	$0	$0	$0
JENNIFER OSTRANDER	Board Member	0.00	Director	$0	$0	$0
ROBERT PENDRAK	Board Member	0.00	Director	$0	$0	$0
NEIL WEBER	Board Member	0.00	Director	$0	$0	$0
KALA UMBERGER	Board Member	0.00	Director	$0	$0	$0
SHAWN ROBINSON	Board Member	0.00	Director	$0	$0	$0
JUSTIN ABODALO	Board Member	0.00	Director	$0	$0	$0
DAVID ALEXANDER	Board Member	0.00	Director	$0	$0	$0
DANE FAHNESTOCK	Board Member	0.00	Director	$0	$0	$0

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	$12,169,658	$11,321,930	$6,518,073	$847,728
2024	No data	No data	No data	No data
2023	$10,689,980	$10,002,567	$6,756,611	$687,413
2022	$10,635,515	$10,715,816	$7,428,544	$-80,301
2021	$11,120,730	$11,120,730	$2,644,262	No data
2020	$11,891,927	$11,326,636	$3,481,220	$565,291
2019	$12,308,133	$12,283,073	$1,851,322	$25,060
2018	$11,619,992	$11,867,199	$2,253,573	$-247,207

CMU