TRANSITIONS NFP

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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

1981

Legal Domicile

Principal Officer

KRISTIN RODGERS

Phone

3097934993

Tax Period

2024-07-01 to 2025-06-30

TRANSITIONS NFP, founded in 1981, is a community nonprofit in the Mental Health sector that reported $7.5M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $7.0M left a modest 6% surplus.

Mission

SEE PAGE 1, PART I, NUMBER 1

Program Service Accomplishments

Program 1

Expenses: $1,038,941 Revenue: $1,414,033

OUTREACH/CLINICAL - A METHOD OF TREATMENT THAT PROVIDES COUNSELING, THERAPY, SKILLS TRAINING AND PRACTICE IN AREAS OF DAILY LIVING SKILLS, VOCATIONAL SKILLS AS WELL AS COPING AND SURVIVAL SKILLS TO...

Program 2

Expenses: $214,797 Revenue: $241,381

RESIDENTIAL SERVICES -IN OUR 16-BED SUPPORTED RESIDENTIAL FACILITY, WE PROVIDE TRANSITIONAL HOUSING TO PERSONS IMPACTED BY THEIR MENTAL HEALTH ISSUES WHO ARE UNABLE TO LIVE INDEPENDENTLY. WE ALSO...

RESIDENTIAL SERVICES -IN OUR 16-BED SUPPORTED RESIDENTIAL FACILITY, WE PROVIDE TRANSITIONAL HOUSING TO PERSONS IMPACTED BY THEIR MENTAL HEALTH ISSUES WHO ARE UNABLE TO LIVE INDEPENDENTLY. WE ALSO PROVIDE DAILY LIVING SKILLS AND CASE MANAGEMENT TO RESIDENTSTS

Program 3

Expenses: $226,684 Revenue: $291,031

EMPLOYMENT - PROVIDES EMPLOYMENT SKILL DEVELOPMENT, VOCATIONAL COUNSELING, JOB SEARCH ASSISTANCE, APPLICATION AND RESUME COMPLETION, INTERVIEW TRAINING, GENERAL AND SPECIFIC JOB SKILLS TRAINING...

EMPLOYMENT - PROVIDES EMPLOYMENT SKILL DEVELOPMENT, VOCATIONAL COUNSELING, JOB SEARCH ASSISTANCE, APPLICATION AND RESUME COMPLETION, INTERVIEW TRAINING, GENERAL AND SPECIFIC JOB SKILLS TRAINING, COUNSELING, ONE AND OFF-WORKSITE SUPPORT, AND ASSISTANCE IN COPING WITH JOB-RELATED CHALLENGES.

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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 $1,406,675

Program Service Revenue $1,869,866

Investment Income $78,190

Other Revenue $4,130,556

TOTAL REVENUE $7,485,287

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,103,578

Fundraising Expenses $0

Program Expenses $6,371,089

Other Expenses $3,910,104

TOTAL EXPENSES $7,013,682

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,485,287	$6,705,475	+0.1%
Expenses	$7,013,682	$6,414,335	+0.1%
Net Income	$471,605	$291,140	+0.6%

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

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

$311,669

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAIRE GRIFFITH	DIRECTOR	1.00	Director	$0	$0	$0
MARGIE MEJIA-CARABELLO	DIRECTOR	1.00	Director	$0	$0	$0
TAMARA FELDEN	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY STONER-HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
TRICIA DAY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LEVIN	PRESIDENT	1.00	Officer	$0	$0	$0
GENE KRISMANITS	TREASURER	1.00	Officer	$0	$0	$0
KRISTIN RODGERS	CO/CFO	40.00	Officer	$145,118	$14,521	$159,639
LAWRENCE DAVIS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
SUSAN ZELNIO	SECRETARY	1.00	Officer	$0	$0	$0
ANNE MCNELIS	CO/CEO	1.00	Officer	$141,940	$10,090	$152,030
JANE O'MELIA	IMMED. PAST PRES	1.00	Officer	$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	$7,485,287	$7,013,682	$4,261,267	$471,605
2024	$6,705,475	$6,414,335	$3,628,490	$291,140
2023	$6,358,368	$5,800,170	$3,153,705	$558,198
2022	$5,711,382	$5,520,425	$2,556,766	$190,957
2021	$5,929,214	$5,431,694	$2,967,295	$497,520
2020	$3,769,274	$3,791,114	$2,302,430	$-21,840
2019	$3,731,710	$3,633,346	$1,965,195	$98,364
2018	$3,311,120	$3,154,986	$1,701,647	$156,134