BURLINGTON TRANSITIONAL LIVING

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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

1993

Legal Domicile

Principal Officer

KATIE HOFFMAN

Phone

2627671478

Tax Period

2024-07-01 to 2025-06-30

BURLINGTON TRANSITIONAL LIVING, founded in 1993, is a small nonprofit in the Housing & Shelter sector that reported $429K in total revenue in fiscal year 2024. Revenue surged 746% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 27% operating margin.

Mission

TO PROVIDE TEMPORARY AND TIMELY ASSISTANCE TO THOSE IN NEED OF SHELTER AND LIVING ESSENTIALS, TO PROVIDE A SAFE ENVIRONMENT THAT ALLOWS TIME FOR HEALING AND FOSTERS A SENSE OF SELF WORTH, AND PROVIDE ASSISTANCE AND REFERRALS AS NEEDED ON AN INDIVIDUALIZED BASIS.

Program Service Accomplishments

Program 1

Expenses: $26,850

PROVIDE SHELTER, FINANCIAL MENTORING, MENTAL HEALTH COUNSELING, PARENTING SKILLS, AND AODA TREATMENT FOR THOSE IN THE PROGRAM TO HELP GAIN SELF- SUFFICIENCY. WITH THIS APPROACH, 17 INDIVIDUALS WERE...

Program 2

Expenses: $20,720

ASSISTED 12 FAMILIES WITH RENTAL ASSISTANCE, HOTEL VOUCHERS, GAS MONEY OR IF THEIR NEEDS WERE OUTSIDE THE SCOPE OF OUR PROGRAM WE GUIDED THEM TO AGENCIES WHO COULD MEET THEIR NEEDS.

Program 3

Expenses: $186,484

REFERRED 131 INDIVIDUALS TO OTHER COUNTY AND PRIVATE AGENCIES TO BETTER ASSIST THEIR NEEDS.

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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 $414,155

Program Service Revenue $0

Investment Income $15,570

Other Revenue $-880

TOTAL REVENUE $428,845

Expense Breakdown

Grants Paid $0

Salaries & Benefits $190,854

Fundraising Expenses $8,539

Program Expenses $234,054

Other Expenses $120,560

TOTAL EXPENSES $311,414

Year-over-Year Comparison

	2024	2023	Change
Revenue	$428,845	$50,673	+7.5%
Expenses	$311,414	$231,881	+0.3%
Net Income	$117,431	$-181,208	-1.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARYN BIRD	DIRECTOR	0.50	Director	$0	$0	$0
MARY RUSSO CHADEK	DIRECTOR	0.50	Director	$0	$0	$0
JULIE KLAEHN	DIRECTOR	0.50	Director	$0	$0	$0
SALLY LOVELL	DIRECTOR	0.50	Director	$0	$0	$0
JANE OLISAR	DIRECTOR	0.50	Director	$0	$0	$0
ELLEN BLAIR STOBBER	DIRECTOR	0.50	Director	$0	$0	$0
DAVID TAYLOR	DIRECTOR	0.50	Director	$0	$0	$0
LINDA TUCHALSKI	DIRECTOR	0.50	Director	$0	$0	$0
MARY BRAWLEY	SECRETARY	1.50	Officer	$0	$0	$0
CONNIE HERRICK	VICE PRESIDE	1.50	Officer	$0	$0	$0
KATIE HOFFMAN	PRESIDENT	1.50	Officer	$0	$0	$0
JIM HOLLAND	TREASURER	1.50	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	$428,845	$311,414	$935,367	$117,431
2024	$50,673	$231,881	$824,015	$-181,208
2023	$881,652	$372,008	$969,612	$509,644
2023	$811,131	$301,487	$969,612	$509,644
2023	$834,955	$300,656	$1,002,606	$534,299
2022	$407,992	$293,585	$489,994	$114,407
2021	$306,281	$251,131	$359,559	$55,150
2020	$336,451	$267,396	$319,999	$69,055
2019	$248,362	$282,248	$224,968	$-33,886