TURNING POINT EVALUATION INC

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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

2014

Legal Domicile

Principal Officer

JENNIFER JOLLY

Phone

5154625967

Tax Period

2023-01-01 to 2023-12-31

TURNING POINT EVALUATION INC, founded in 2014, is a small nonprofit in the Mental Health sector that reported $665K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $156K, a strong 23% operating margin.

Mission

TURNING POINT EVALUATION, INC BELIEVES THAT WITHIN EACH INDIVIDUAL LIES AN INFINITE AMOUNT OF POTENTIAL. WE NUTURE AND ENCOURAGE THAT BELIEF BY PROVIDING EACH INDIVIDUAL THE OPPORTUNITY OF GROWTH AND POSITIVE EXPOSURE.

Program Service Accomplishments

Program 1

Expenses: $327,393 Revenue: $664,509

PROVIDE MENTAL HEALTH THERAPHY, SUBSTANCE ABUSE THERAPY, EQUINE ASSISTED PSYCHOTHERAPY AND BEHAVIOR HEALTH INTERVENTION SERVICES.

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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 $156,525

Program Service Revenue $412,895

Investment Income $0

Other Revenue $95,089

TOTAL REVENUE $664,509

Expense Breakdown

Grants Paid $0

Salaries & Benefits $351,285

Fundraising Expenses $0

Program Expenses $327,393

Other Expenses $157,533

TOTAL EXPENSES $508,818

Year-over-Year Comparison

	2023	2022	Change
Revenue	$664,509	$549,971	+0.2%
Expenses	$508,818	$571,567	-0.1%
Net Income	$155,691	$-21,596	-8.2%

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

N/A

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

$102,644

Total Directors

$238,297

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER JOLLY	CLINICAL DIRECTOR	40.00	Officer Director	$102,644	$0	$102,644
ROSS JOLLY	MEMBER	40.00	Director	$88,812	$0	$88,812
NATHANIEL BRUNDIDGE	FORMER MEMBER/EMPLOYEE	40.00	Director	$46,841	$0	$46,841

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	$664,509	$508,818	$690,510	$155,691
2022	$549,971	$571,567	$407,949	$-21,596
2021	$601,946	$534,525	$429,545	$67,421
2020	$655,678	$507,759	$362,124	$147,919
2019	$572,097	$503,225	$214,205	$68,872
2018	$579,780	$468,713	$145,333	$111,067