BERKELEY CITIZENS 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

1980

Legal Domicile

Principal Officer

HOLLY FRYE

Phone

8437610321

Tax Period

2024-07-01 to 2025-06-30

BERKELEY CITIZENS INC, founded in 1980, is a mid-sized nonprofit in the Human Services sector that reported $16.6M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.7M, a strong 22% operating margin.

Mission

TO CREATE AND PROMOTE OPPORTUNITIES FOR PEOPLE WITH LIFELONG DEVELOPMENTAL DISABILITIES. TO INDIVIDUALLY DESIGN SUPPORTS, SERVICES AND TRAINING AND TO PROVIDE THEM IN A MANNER WHICH PROTECTS AN INDIVIDUALS DIGNITY, RIGHTS, AND SELF-WORTH, WHILE ENHANCING EACH

Program Service Accomplishments

Program 1

Expenses: $9,021,930

COMMUNITY TRAINING HOMES PROVIDES COMMUNITY RESIDENCES FOR PERSONS WITH SPECIAL NEEDS REQUIRING SUPERVISION.

Program 2

Expenses: $3,446,042

ADULT DAY PROGRAM PROVIDES TRAINING AND CONTRACTED JOBS FOR ADULTS WITH DEVELOPMENTAL DISABILITIES.

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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 $894,034

Program Service Revenue $14,693,888

Investment Income $353,280

Other Revenue $632,744

TOTAL REVENUE $16,573,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,688,745

Fundraising Expenses $10,379

Program Expenses $12,467,972

Other Expenses $2,186,451

TOTAL EXPENSES $12,875,196

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,573,946	$13,465,678	+0.2%
Expenses	$12,875,196	$11,992,013	+0.1%
Net Income	$3,698,750	$1,473,665	+1.5%

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

346

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

$214,841

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY FRYE	CEO	40.00	Key Emp	$214,841	$0	$214,841
LORI HARRISON	MEMBER	2.00	Director	$0	$0	$0
GAIL GRAHAM HURST	MEMBER	2.00	Director	$0	$0	$0
ANNA PROPST	TREASURER	2.00	Officer Director	$0	$0	$0
TREMAYNE SMITH	MEMBER	2.00	Director	$0	$0	$0
CRYSTAL STAFFORD	VICE-CHAIRMA	2.00	Officer Director	$0	$0	$0
ASHLEY TAYLOR	CHAIRMAN	2.00	Officer Director	$0	$0	$0
NINA WEST	SECRETARY	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
2025	No data	No data	No data	No data
2025	$16,573,946	$12,875,196	$16,564,289	$3,698,750
2024	$13,465,678	$11,992,013	$13,176,469	$1,473,665
2023	$12,336,185	$11,086,781	$11,319,977	$1,249,404
2022	$12,915,154	$11,761,760	$10,679,846	$1,153,394
2021	$15,210,110	$13,714,525	$9,888,433	$1,495,585
2020	$13,136,298	$13,296,220	$10,877,482	$-159,922
2019	$12,602,348	$12,412,035	$7,902,178	$190,313
2019	$12,602,348	$12,412,035	$7,902,178	$190,313