FAMILIES IN TRANSITION INC (EIN 770327992) - 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

1992

Legal Domicile

Principal Officer

MELISA VIERRA

Phone

8314587124

Tax Period

2023-07-01 to 2024-06-30

FAMILIES IN TRANSITION INC, founded in 1992, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $4.3M exceeded revenue, resulting in a 13% operating deficit.

Mission

To join together with other service providers in a community-wide effort to end and prevent homelessness in Santa Cruz County. To provide social services, housing, and other assistance to homeless and at-risk families.

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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 $3,836,795

Program Service Revenue $0

Investment Income $32

Other Revenue $402

TOTAL REVENUE $3,837,229

Expense Breakdown

Grants Paid $2,361,183

Salaries & Benefits $1,623,747

Fundraising Expenses $427

Program Expenses $3,788,027

Other Expenses $356,830

TOTAL EXPENSES $4,341,760

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,837,229	$4,612,496	-0.2%
Expenses	$4,341,760	$3,842,873	+0.1%
Net Income	$-504,531	$769,623	-1.7%

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

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

$147,071

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISA VIERRA	Executive Dir.	40.00	Officer	$86,881	$0	$86,881
EULA UPCHURCH	Finance dir.	40.00	Officer	$60,190	$0	$60,190
MINDY BROUGHTON	Secretary	4.00	Officer Director	$0	$0	$0
ADREANA CORNEJO	VP/Treasurer	4.00	Officer Director	$0	$0	$0
SINDY HERNANDEZ DE CORNEJO	Secretary	4.00	Officer Director	$0	$0	$0
TIM PROULX	BOARD MEMBER	4.00	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	No data	No data	No data	No data
2024	$3,837,229	$4,341,760	$1,119,278	$-504,531
2023	$4,612,496	$3,842,873	$2,843,148	$769,623
2022	$4,002,715	$3,537,726	$2,022,561	$464,989
2021	$4,821,139	$4,001,073	$1,651,830	$820,066
2020	$3,654,609	$3,624,691	$638,460	$29,918
2019	$2,676,677	$2,755,177	$587,824	$-78,500
2018	$2,364,217	$2,256,918	$656,253	$107,299

FAMILIES IN TRANSITION INC