CONCORD COALITION TO END HOMELESSNESS (EIN 263933990) - 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

2008

Legal Domicile

Principal Officer

CATHY BATTISTELLI

Phone

6032903375

Tax Period

2024-07-01 to 2025-06-30

CONCORD COALITION TO END HOMELESSNESS, founded in 2008, is a small nonprofit in the Human Services sector that reported $796K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $981K exceeded revenue, resulting in a 23% operating deficit.

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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 $775,063

Program Service Revenue $0

Investment Income $14,706

Other Revenue $6,603

TOTAL REVENUE $796,372

Expense Breakdown

Grants Paid $0

Salaries & Benefits $700,247

Fundraising Expenses $105,073

Program Expenses $610,336

Other Expenses $280,340

TOTAL EXPENSES $980,587

Year-over-Year Comparison

	2024	2023	Change
Revenue	$796,372	$1,247,071	-0.4%
Expenses	$980,587	$1,969,040	-0.5%
Net Income	$-184,215	$-721,969	-0.7%

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

112

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

$115,152

Total Directors

$115,152

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN JANTZEN	EXECUTIVE DIRECTOR	40.00	Officer Director	$100,961	$14,191	$115,152
CATHY BATTISTELLI	CHAIR	5.00	Officer Director	$0	$0	$0
JOANIE MCINTIRE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALEX PANAGIOTAKOS	TREASURER	1.00	Officer Director	$0	$0	$0
BENJAMIN FOLSOM	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT KLEINER	DIRECTOR	1.00	Director	$0	$0	$0
MILES WHITENER	DIRECTOR	1.00	Director	$0	$0	$0
CAROL SOBELSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHANE TELGENER	DIRECTOR	1.00	Director	$0	$0	$0
GREG THESING	DIRECTOR	1.00	Director	$0	$0	$0
DOMINIC GEFFKEN - RESIGNED 112024	DIRECTOR	1.00	Director	$0	$0	$0
JAY SCHUMACHER - RESIGNED	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN DEFRANZO - RESIGNED 102024	DIRECTOR	1.00	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	$796,372	$980,587	$1,496,554	$-184,215
2024	$1,247,071	$1,969,040	$1,815,776	$-721,969
2023	$1,307,527	$1,100,203	$2,689,056	$207,324
2022	$861,945	$1,084,922	$2,697,251	$-222,977
2021	$1,837,264	$832,423	$2,444,844	$1,004,841
2020	$716,678	$425,309	$1,449,291	$291,369
2019	$543,293	$397,085	$1,113,527	$146,208
2018	$809,278	$344,440	$994,735	$464,838

CONCORD COALITION TO END HOMELESSNESS