Road to Independence (EIN 452249549) - 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

2011

Legal Domicile

Principal Officer

Cathryn Baird

Phone

6034546102

Tax Period

2023-01-01 to 2023-12-31

Road to Independence, founded in 2011, is a small nonprofit in the Human Services sector that reported $272K in total revenue in fiscal year 2023. Revenue surged 290% from the prior year, signaling strong growth momentum. The organization ran a surplus of $102K, a strong 37% operating margin.

Mission

Provide pre vocational programs for adults with differing abilities.

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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 $231,094

Program Service Revenue $1,945

Investment Income $1,489

Other Revenue $37,634

TOTAL REVENUE $272,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $68,335

Fundraising Expenses $0

Program Expenses $167,373

Other Expenses $101,900

TOTAL EXPENSES $170,235

Year-over-Year Comparison

	2023	2022	Change
Revenue	$272,162	$69,851	+2.9%
Expenses	$170,235	N/A	N/A
Net Income	$101,927	$69,851	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Margaret Coulter	Executive Director	35.00	Key Emp	$0	$0	$0
Cathryn Baird	President	2.00	Officer	$0	$0	$0
Barbara Marzelli	Vice President	2.00	Officer	$0	$0	$0
Debra Macmahon	Treasurer	10.00	Officer	$0	$0	$0
Dawn Bozogan	Secretary	5.00	Officer	$0	$0	$0
Janet Bavicchi	Board Member	2.00	Officer Director	$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
2023	$272,162	$170,235	$139,333	$101,927

Road to Independence