THE TURN (EIN 346519665) - 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

1970

Legal Domicile

Principal Officer

KRISTINE SCHULZE

Phone

4406861074

Tax Period

2023-01-01 to 2023-12-31

THE TURN, founded in 1970, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.0M left a modest 15% surplus.

Mission

IMPROVING THE HEALTH AND WELLNESS OF PEOPLE WITH PHYSICAL 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 (2023)

Revenue Breakdown

Contributions & Grants $802,114

Program Service Revenue $360,771

Investment Income $40,138

Other Revenue $18,600

TOTAL REVENUE $1,221,623

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $108,637

Program Expenses $766,151

Other Expenses $1,039,343

TOTAL EXPENSES $1,039,343

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,221,623	$1,086,955	+0.1%
Expenses	$1,039,343	$968,108	+0.1%
Net Income	$182,280	$118,847	+0.5%

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

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

$264,494

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS EGGLETON	TREASURER AND SECRETARY	1.00	Officer Director	$0	$0	$0
MARK TELERICO	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DMYTRIW	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD ESSNER	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
HAROLD MAXFIELD	LEGAL COUNSEL	1.00	Officer Director	$0	$0	$0
MIKE ROMANELLO	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM FRY	PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANA RILEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
DR JOSEPH MOSES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES ABBEY	DIRECTOR	1.00	Director	$0	$0	$0
TOM BAUGH	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DAVIES	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS SWIT	DIRECTOR	1.00	Director	$0	$0	$0
FRANK RIHTAR	DIRECTOR	20.00	Officer	$0	$344	$11,801
ROBERT J SCHULZE JR	CHIEF EXECUTIVE OFFICER	25.00	Officer	$0	$4,630	$158,963
KRISTINE SCHULZE	FINANCE DIRECTOR	20.00	Officer	$0	$2,730	$93,730

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	No data	No data	No data	No data
2023	$1,221,623	$1,039,343	$3,412,872	$182,280
2022	$1,086,955	$968,108	$3,204,409	$118,847
2021	$947,025	$938,471	$3,140,737	$8,554
2020	$1,029,347	$851,958	$3,223,234	$177,389
2019	$1,267,137	$818,157	$3,094,454	$448,980
2018	$1,128,541	$790,030	$2,951,553	$338,511

THE TURN