The Center for Progress and Excellence (EIN 474810710) - 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

2014

Legal Domicile

Principal Officer

Heather Cross

Tax Period

2023-01-01 to 2023-12-31

The Center for Progress and Excellence, founded in 2014, is a community nonprofit in the Mental Health sector that reported $5.9M in total revenue in fiscal year 2023. Revenue surged 61% from the prior year, signaling strong growth momentum.

Mission

Our mission is to strengthen the community and improve the lives of our clients by delievering excellent comprehensive social and behavioral health services tailored to meet 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 (2023)

Revenue Breakdown

Contributions & Grants $5,660,411

Program Service Revenue $205,957

Investment Income $0

Other Revenue $2,311

TOTAL REVENUE $5,868,679

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,102,730

Fundraising Expenses $0

Program Expenses $5,496,431

Other Expenses $1,709,620

TOTAL EXPENSES $5,812,350

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,868,679	$3,640,704	+0.6%
Expenses	$5,812,350	$3,429,307	+0.7%
Net Income	$56,329	$211,397	-0.7%

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

125

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

$144,859

Total Directors

$144,859

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Heather Cross	DirectorChief Executive Offi	Officer Director	$95,051	$0	$95,051
Jan-Paul Mojica	Director	Officer Director	$49,808	$0	$49,808
Amy Fox	Director	Director	$0	$0	$0
Philip Cirrone	Director	Director	$0	$0	$0
Abby Pezzi	Director	Director	$0	$0	$0
Jason Moon	DirectorPresident	Officer Director	$0	$0	$0
Elizabeth Dosoretz	DirectorVice President	Officer Director	$0	$0	$0
Arie Dosoretz	DirectorTreasurer	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
2024	No data	No data	No data	No data
2023	$5,868,679	$5,812,350	$1,070,314	$56,329
2022	$3,640,704	$3,429,307	$1,131,357	$211,397
2021	$1,903,439	$1,455,579	$719,284	$447,860
2020	$1,848,021	$2,089,420	$427,594	$-241,399
2019	$1,746,121	$1,962,181	$367,351	$-216,060

The Center for Progress and Excellence