CENTER FOR TRANSFORMING LIVES (EIN 750829389) - 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

1907

Legal Domicile

Principal Officer

CAROL KLOCEK

Phone

8173326191

Tax Period

2023-09-01 to 2024-08-31

CENTER FOR TRANSFORMING LIVES, founded in 1907, is a mid-sized nonprofit in the Human Services sector that reported $25.8M in total revenue in fiscal year 2023. The organization ran a surplus of $6.7M, a strong 26% operating margin.

Mission

THE CENTER FOR TRANSFORMING LIVES LIFTS WOMEN WITH CHILDREN FROM POVERTY TO POSSIBILITY, THROUGH SAFE HOMES, EDUCATION AND FINANCIAL STABILITY.

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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 $24,864,420

Program Service Revenue $566,482

Investment Income $346,341

Other Revenue $35,670

TOTAL REVENUE $25,812,913

Expense Breakdown

Grants Paid $3,767,399

Salaries & Benefits $10,071,938

Fundraising Expenses $1,084,157

Program Expenses $14,139,140

Other Expenses $5,133,417

TOTAL EXPENSES $19,121,087

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,812,913	$25,621,236	+0.0%
Expenses	$19,121,087	$17,830,129	+0.1%
Net Income	$6,691,826	$7,791,107	-0.1%

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

231

Volunteers

500

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

$631,583

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM WHITTON	DIRECTOR	1.00	Director	$0	$0	$0
RACHAEL CAPUA EDD	DIRECTOR	1.00	Director	$0	$0	$0
STAN DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
WINIFRED KING	BOARD MEMBER	1.00	Director	$0	$0	$0
JR LABBE	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL MATTHIAS	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY SHREVE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE POWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN ANFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
EVALIS CHAPA	BOARD MEMBER	1.00	Director	$0	$0	$0
KENYON GODWIN DC	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE OLIVEROS	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANNA SALDANA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY BALDERAS	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT LYDICK	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
MEGAN TERRELL	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
WHITNEE BOYD EDD	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
CAROL KLOCEK	CHIEF EXECUTIVE OFFICER	38.00	Officer	$368,654	$25,402	$394,056
JASON RICHARDSON	CHIEF FINANCIAL OFFICER	38.00	Officer	$208,427	$29,100	$237,527
CARLYE TYLER	CHIEF PROGRAM OFFICER	40.00	Highest	$139,265	$18,652	$157,917
KRIS CANFIELD	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$128,308	$1,100	$129,408

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	$25,812,913	$19,121,087	$36,848,840	$6,691,826
2023	$25,621,236	$17,830,129	$38,192,977	$7,791,107
2022	$24,167,660	$16,992,026	$21,234,628	$7,175,634
2021	$15,111,287	$14,024,171	$4,873,991	$1,087,116
2020	$10,660,837	$10,390,695	$4,157,005	$270,142
2019	$8,479,836	$8,552,979	$3,197,574	$-73,143
2018	$7,243,381	$6,928,498	$3,335,822	$314,883

CENTER FOR TRANSFORMING LIVES