THE GENIEVE SHELTER

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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

1988

Legal Domicile

Principal Officer

MARLEISA MONTGOMERY

Phone

7579254365

Tax Period

2024-07-01 to 2025-06-30

THE GENIEVE SHELTER, founded in 1988, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $302K, a strong 19% operating margin.

Mission

THE GENIEVE SHELTER STRIVES TO PROVIDE A SAFE REFUGE AND SUPPORTIVE ENVIRONMENT FOR THE VICTIMS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, STALKING, AND HUMAN TRAFFICKING; PROVIDE INFORMATION, EDUCATION, AND TRAINING SERVICES THAT FOCUS ON ENDING THE CYCLE OF VIOLENCE.

Program Service Accomplishments

Program 1

Expenses: $1,159,436

THE ORGANIZATION PROVIDES DOMESTIC VIOLENCE SEXUAL ASSAULT VICTIMS WITH SERVICES INCLUDING SHELTER, HEALTH AND MEDICAL, SUPPORT GROUP, TRANSPORTATION AND COURT ACCOMPANIMENT. THE ORGANIZATION ALSO...

THE ORGANIZATION PROVIDES DOMESTIC VIOLENCE SEXUAL ASSAULT VICTIMS WITH SERVICES INCLUDING SHELTER, HEALTH AND MEDICAL, SUPPORT GROUP, TRANSPORTATION AND COURT ACCOMPANIMENT. THE ORGANIZATION ALSO PROVIDES A COMPREHENSIVE CHILDREN'S PROGRAM, MEAL DISTRIBUTION PROGRAM, COUNSELING AND FINANCIAL LITERACY.

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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 $1,533,924

Program Service Revenue $0

Investment Income $422

Other Revenue $38,238

TOTAL REVENUE $1,572,584

Expense Breakdown

Grants Paid $0

Salaries & Benefits $640,221

Fundraising Expenses $32,011

Program Expenses $1,159,436

Other Expenses $629,897

TOTAL EXPENSES $1,270,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,572,584	$1,425,756	+0.1%
Expenses	$1,270,118	$1,400,895	-0.1%
Net Income	$302,466	$24,861	+11.2%

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

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

$135,748

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARLEISA MONTGOMERY	EXECUTIVE DI	40.00	Director	$135,748	$0	$135,748
VALERIE FIELDS	PRESIDENT	10.00	Officer Director	$0	$0	$0
BARBARA WARREN-JONES	TREASURER	10.00	Officer Director	$0	$0	$0
KIM ELLIS	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
JANICE CHAYT	SECRETARY	10.00	Officer Director	$0	$0	$0
NORA BUTLER	DIRECTOR	5.00	Director	$0	$0	$0
PAT KING	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN JOYNER	DIRECTOR	5.00	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	$1,572,584	$1,270,118	$2,377,270	$302,466
2024	$1,425,756	$1,400,895	$1,699,611	$24,861
2023	$1,605,255	$1,747,870	$1,616,355	$-142,615
2022	$1,108,754	$933,377	$1,787,161	$175,377
2021	$1,015,543	$833,447	$1,678,612	$182,096
2020	$898,494	$753,263	$1,457,375	$145,231
2019	$704,776	$723,875	$1,223,925	$-19,099
2018	$754,106	$738,543	$1,242,485	$15,563