TUBMAN (EIN 411240048) - 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

1974

Legal Domicile

Principal Officer

JENNIFER J POLZIN

Phone

6128710118

Tax Period

2024-10-01 to 2025-09-30

TUBMAN, founded in 1974, is a mid-sized nonprofit in the Mental Health sector that reported $16.2M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.6M, a strong 16% operating margin.

Mission

TO ADVANCE OPPORTUNITIES FOR CHANGE SO THAT EVERY PERSON CAN EXPERIENCE SAFETY, HOPE, AND HEALING. CONTINUED ON SCHEDULE O.

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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 $15,553,259

Program Service Revenue $632,047

Investment Income $147,916

Other Revenue $-177,751

TOTAL REVENUE $16,155,471

Expense Breakdown

Grants Paid $28,500

Salaries & Benefits $8,308,133

Fundraising Expenses $1,021,826

Program Expenses $10,737,407

Other Expenses $5,234,059

TOTAL EXPENSES $13,570,692

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,155,471	$13,645,464	+0.2%
Expenses	$13,570,692	$12,402,943	+0.1%
Net Income	$2,584,779	$1,242,521	+1.1%

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

155

Volunteers

581

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

$487,830

Total Directors

$218,327

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER J POLZIN	CHIEF EXEC.	40.00	Officer Director	$203,731	$14,596	$218,327
JEFFREY JUSTMAN	CHAIR	0.00	Officer Director	$0	$0	$0
DONNIE BROWN	VICE CHAIR	0.00	Officer Director	$0	$0	$0
JACOB COLON	SECRETARY	0.00	Officer Director	$0	$0	$0
MAX ROSEN	TREASURER	0.00	Officer Director	$0	$0	$0
JENNIFER ANDERSON	DIRECTOR	0.00	Director	$0	$0	$0
MARCIA BALLINGER	DIRECTOR	0.00	Director	$0	$0	$0
JAKE BLUMBERG	DIRECTOR	0.00	Director	$0	$0	$0
SHANNON BROOKS	DIRECTOR	0.00	Director	$0	$0	$0
LATRINA CALDWELL	DIRECTOR	N/A	Director	$0	$0	$0
ANGELA CHRISTMAN	DIRECTOR	0.00	Director	$0	$0	$0
SARAH ERICKSON	DIRECTOR	0.00	Director	$0	$0	$0
CASSANDRA FENELON	DIRECTOR	0.00	Director	$0	$0	$0
HEATH JENSEN	DIRECTOR	0.00	Director	$0	$0	$0
CHRISTINA KOLLES	DIRECTOR	0.00	Director	$0	$0	$0
VERONICA LANTSEVA	DIRECTOR	0.00	Director	$0	$0	$0
MARISSA LINDEN	DIRECTOR	0.00	Director	$0	$0	$0
KAELIE LUND	DIRECTOR	0.00	Director	$0	$0	$0
SHAREEN LUZE	DIRECTOR	0.00	Director	$0	$0	$0
JILL LYTWYN	DIRECTOR	0.00	Director	$0	$0	$0
SUYAPA MIRANDA	DIRECTOR	0.00	Director	$0	$0	$0
ANGELA MUNOZ	DIRECTOR	0.00	Director	$0	$0	$0
LAUREEN O'BRIEN	DIRECTOR	0.00	Director	$0	$0	$0
TRAVIS SALISBURY	DIRECTOR	0.00	Director	$0	$0	$0
JULIE THIELMAN	DIRECTOR	0.00	Director	$0	$0	$0
DEB ANDERSON	DIR, OF FINA	40.00	Officer	$121,620	$11,194	$132,814
CHRISTINE BRINKMAN	DIR. OF OPER	40.00	Officer	$131,002	$5,687	$136,689
BIRGIT KELLY	DIR. OF COUN	40.00	Highest	$108,558	$10,787	$119,345
TAMARA STARK	SR DIR HOUSI	40.00	Highest	$106,320	$21,564	$127,884
COLLEENA COLEMAN	DIR OF HR	40.00	Highest	$113,650	$15,066	$128,716
MARC PROPST	DIR OF DEVEL	40.00	Highest	$100,985	$10,359	$111,344

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	$16,155,471	$13,570,692	$22,236,560	$2,584,779
2024	$13,645,464	$12,402,943	$19,728,042	$1,242,521
2023	$11,339,137	$11,669,471	$18,276,782	$-330,334
2022	$11,741,856	$10,701,747	$18,821,639	$1,040,109
2021	$11,842,964	$10,827,607	$17,800,603	$1,015,357
2020	$10,475,811	$10,435,314	$17,690,829	$40,497

TUBMAN