HEROES IN TRANSITION INC (EIN 271981637) - 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

2010

Legal Domicile

Principal Officer

CYNTHIA JONES

Phone

5085391010

Tax Period

2024-01-01 to 2024-12-31

HEROES IN TRANSITION INC, founded in 2010, is a small nonprofit in the Mental Health sector that reported $800K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $249K, a strong 31% operating margin.

Mission

HEROES IN TRANSITION (HIT) PROVIDES ASSISTANCE FOR VETERANS, SERVICE MEMBERS AND THEIR FAMILIES NOT READILY AVAILABLE FROM GOVERNMENT AGENCIES OR OTHER PROVIDERS. THIS ASSISTANCE STRENGTHENS RELATIONSHIPS, BUILDS COMMUNITY, EMPOWERS INDIVIDUALS AND PROVIDES A PATHWAY TO HEALING FOR THOSE WE SERVE. HIT IMPROVES QUALITY OF LIFE, COMMUNICATION, AND RESILIENCY SKILLS FOR ALL, THROUGH RESPONSIBLE AND PROFESSIONAL LEADERSHIP AND IN PARTNERSHIP WITH OTHERS.

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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 $396,215

Program Service Revenue $0

Investment Income $33,285

Other Revenue $370,253

TOTAL REVENUE $799,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $164,315

Fundraising Expenses $155,848

Program Expenses $333,692

Other Expenses $386,281

TOTAL EXPENSES $550,596

Year-over-Year Comparison

	2024	2023	Change
Revenue	$799,753	$579,393	+0.4%
Expenses	$550,596	$377,139	+0.5%
Net Income	$249,157	$202,254	+0.2%

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

150

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

$93,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE SPENCER	EXECUTIVE DI	40.00	Officer	$93,600	$0	$93,600
JAN AGGERBECK	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL ASSAD	DIRECTOR	2.00	Director	$0	$0	$0
JILL BLANCHARD	CLERK	20.00	Officer Director	$0	$0	$0
KRISTEN BOYD	DIRECTOR	2.00	Director	$0	$0	$0
SARAH DALEY	DIRECTOR	2.00	Director	$0	$0	$0
PHILLIP DINGMANN	DIRECTOR	2.00	Director	$0	$0	$0
SAVANNAH FABBIO	TREASURER	20.00	Officer Director	$0	$0	$0
MICHAEL E PROCEK JR	VICE PRESIDE	20.00	Officer Director	$0	$0	$0
CYNTHIA JONES	PRESIDENT	40.00	Officer Director	$0	$0	$0
MEGHAN KELLER	DIRECTOR	2.00	Director	$0	$0	$0
DAVID NUNHEIMER	DIRECTOR	2.00	Director	$0	$0	$0
ANTHONY SCHIAVI BRIG GEN RET	DIRECTOR	2.00	Director	$0	$0	$0
TIMOTHY WHELAN	DIRECTOR	2.00	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
2024	$799,753	$550,596	$1,416,090	$249,157
2023	$579,393	$377,139	$1,166,099	$202,254
2022	$573,063	$310,128	$957,586	$262,935
2021	$393,860	$255,703	$688,354	$138,157
2020	$310,452	$252,508	$546,151	$57,944
2019	$433,644	$348,600	$502,080	$85,044
2018	$411,459	$397,830	$401,890	$13,629

HEROES IN TRANSITION INC