LITTLE CITY FOUNDATION (EIN 362434562) - 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

1957

Legal Domicile

Principal Officer

GREGORY BURNS

Phone

8473585510

Tax Period

2022-07-01 to 2023-06-30

LITTLE CITY FOUNDATION, founded in 1957, is a mid-sized nonprofit in the Human Services sector that reported $46.7M in total revenue in fiscal year 2022. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.1M, a strong 22% operating margin.

Mission

TO PROVIDE SERVICES AND OPTIONS TO INDIVIDUALS WITH INTELLECTUAL 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 (2022)

Revenue Breakdown

Contributions & Grants $3,361,780

Program Service Revenue $42,258,716

Investment Income $906,330

Other Revenue $151,473

TOTAL REVENUE $46,678,299

Expense Breakdown

Grants Paid $2,494,752

Salaries & Benefits $22,425,012

Fundraising Expenses $1,085,560

Program Expenses $31,124,807

Other Expenses $11,691,965

TOTAL EXPENSES $36,611,729

Year-over-Year Comparison

	2022	2021	Change
Revenue	$46,678,299	$37,584,662	+0.2%
Expenses	$36,611,729	$37,169,431	0.0%
Net Income	$10,066,570	$415,231	+23.2%

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

567

Volunteers

457

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

$447,542

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY BURNS	PRESIDENT	3.00	Officer Director	$0	$0	$0
B TIMOTHY DESMOND	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DALE RUBLAITUS	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
HEATHER RITTER	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
AMAR KAPADIA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER GAVELEK	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDY RICHMOND	TREASURER	3.00	Officer Director	$0	$0	$0
DAVID BISHOP	ASSISTANT TREASURER	3.00	Officer Director	$0	$0	$0
CHARLES FERGUS	SECRETARY	3.00	Officer Director	$0	$0	$0
CHAD WERKEMA	ASSISTANT SECRETARY	3.00	Officer Director	$0	$0	$0
JULIE BELL	DIRECTOR	2.00	Director	$0	$0	$0
ELENI BOUSIS	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM CHEPULIS	DIRECTOR	2.00	Director	$0	$0	$0
JOHN DUFFEY	DIRECTOR	2.00	Director	$0	$0	$0
RIT FAISAL	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDER GIANARAS	DIRECTOR	2.00	Director	$0	$0	$0
MARCUS MONTANYE	DIRECTOR	2.00	Director	$0	$0	$0
DAVID PFAU	DIRECTOR	2.00	Director	$0	$0	$0
JAMES TESTA	DIRECTOR	2.00	Director	$0	$0	$0
JEFF JULIAN	DIRECTOR	2.00	Director	$0	$0	$0
SEAN MORAN	DIRECTOR	2.00	Director	$0	$0	$0
ANSHUMAN VAIDYA	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
SHAWN JEFFERS	EXECUTIVE DIRECTOR (7/1/22-6/30/23)	40.00	Officer	$290,978	$7,409	$298,387
MARIE NEWMAN	EXECUTIVE DIRECTOR (4/01/23-6/30/23)	40.00	Officer	$0	$0	$0
CHRISTOPHER TAYLOR	CHIEF FINANCIAL & ADMIN FOR	40.00	Officer	$144,694	$4,461	$149,155
THERESA MAKINDE-GEORGE	LIFE SKILLS INSTRUCTOR	40.00	Highest	$156,982	$22,186	$179,168
RICHARD BOBBY III	COO	40.00	Highest	$150,231	$5,102	$155,333
KELLY HOLM	DEPUTY EXECUTIVE DIRECTOR	40.00	Highest	$146,349	$4,712	$151,061
OLUMIDE MAYOWA AMUSAN	RESIDENTIAL BEHAVIOR SPECIALIST	40.00	Highest	$146,125	$6,761	$152,886
WILLIAM F BRENNAN JR	CHIEF ADMINISTRATIVE OFFICER	40.00	Highest	$133,120	$21,722	$154,842

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	$46,678,299	$36,611,729	$39,789,008	$10,066,570
2022	$37,584,662	$37,169,431	$34,035,732	$415,231
2021	$34,681,498	$35,072,305	$33,797,209	$-390,807
2020	$36,392,036	$34,547,771	$32,360,795	$1,844,265
2019	$32,483,559	$32,640,064	$30,962,673	$-156,505

LITTLE CITY FOUNDATION