PROJECT TRANSFORMATION NATIONAL (EIN 474329954) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

Katie Clifford

Phone

4695132595

Tax Period

2024-09-01 to 2025-08-31

PROJECT TRANSFORMATION NATIONAL, founded in 2015, is a community nonprofit in the Education sector that reported $4.7M in total revenue in fiscal year 2024. Revenue surged 598% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.9M, a strong 61% operating margin.

Mission

Project Transformation National was founded to strengthen and replicate Project Transformations model of ministry in new places. It works through local chapters that are independent non-profit organizations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,633,072

Program Service Revenue $56,543

Investment Income $34,552

Other Revenue $0

TOTAL REVENUE $4,724,167

Expense Breakdown

Grants Paid $1,271,612

Salaries & Benefits $421,958

Fundraising Expenses $102,593

Program Expenses $1,680,387

Other Expenses $169,282

TOTAL EXPENSES $1,862,852

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,724,167	$676,761	+6.0%
Expenses	$1,862,852	$673,863	+1.8%
Net Income	$2,861,315	$2,898	+986.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$121,335

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Casey Mellody	CEO	040.00	Officer	$106,883	$14,452	$121,335
Dub Newman	Board Chair	002.00	Officer Director	$0	$0	$0
Will Messer	Treasurer	002.00	Officer Director	$0	$0	$0
Mary Brooke Casad	Secretary	002.00	Officer Director	$0	$0	$0
Katie Adams Schaeffer	Director	001.00	Director	$0	$0	$0
Dr Ashley Bui	Director	001.00	Director	$0	$0	$0
Chuck Garcia	Director	001.00	Director	$0	$0	$0
Rev Dr Ron Henderson	Director	001.00	Director	$0	$0	$0
Pavielle Jenkins	Director	001.00	Director	$0	$0	$0
Jenny Landry	Director	001.00	Director	$0	$0	$0
Chastity McReynolds	Director	001.00	Director	$0	$0	$0
Larry Randolf	Director	001.00	Director	$0	$0	$0
Ben Scroggins	Director	001.00	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
2025	$4,724,167	$1,862,852	$3,241,050	$2,861,315
2024	$691,894	$669,165	$361,504	$22,729
2024	$676,761	$673,863	$341,673	$2,898
2023	$464,882	$554,201	$346,021	$-89,319
2022	$629,541	$518,207	$411,975	$111,334
2021	$438,128	$429,976	$300,604	$8,152
2020	$462,777	$725,943	$290,412	$-263,166
2019	$540,777	$687,240	$550,602	$-146,463
2018	$831,661	$663,214	$777,454	$168,447

PROJECT TRANSFORMATION NATIONAL