COMPASSION & CHOICES (EIN 841328829) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

CRYSTAL HUISH

Phone

3036391202

Tax Period

2024-07-01 to 2025-06-30

COMPASSION & CHOICES, founded in 1995, is a mid-sized nonprofit in the Civil Rights & Advocacy sector that reported $23.3M in total revenue in fiscal year 2024.

Mission

TO IMPROVE CARE, EXPANDS OPTIONS, AND EMPOWERS EVERYONE TO CHART THEIR END-OF-LIFE JOURNEY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $22,413,103

Program Service Revenue $0

Investment Income $780,786

Other Revenue $62,485

TOTAL REVENUE $23,256,374

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,847,321

Fundraising Expenses $1,864,883

Program Expenses $19,084,616

Other Expenses $11,008,117

TOTAL EXPENSES $22,855,438

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,256,374	$22,842,006	+0.0%
Expenses	$22,855,438	$23,287,536	0.0%
Net Income	$400,936	$-445,530	-1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

125

Volunteers

6569

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

$678,430

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MADISON SHOCKLEY	MEMBER	3.75	Director	$0	$0	$0
NANCY HOYT	MEMBER	5.00	Director	$0	$0	$0
CHANDANA BANERJEE	FIRST VICE CHAIR	1.25	Director	$0	$0	$0
ELAINE CHARNEY	SECRETARY	6.25	Director	$0	$0	$0
JERRI SHAW	BOARD CHAIR	2.50	Director	$0	$0	$0
JILL GORDON	TREASURER	0.50	Director	$0	$0	$0
LESLIE ROWLEY	SECOND VICE CHAIR	0.63	Director	$0	$0	$0
MARK WEIDEMAN	MEMBER	3.00	Director	$0	$0	$0
IRENE JACKSON-BROWN	MEMBER	3.00	Director	$0	$0	$0
JOEL SIMONE MALDONADO	MEMBER	3.00	Director	$0	$0	$0
SATHEESH GUNAGA	MEMBER	3.00	Director	$0	$0	$0
JEFF GARDERE	MEMBER	3.00	Director	$0	$0	$0
JULI ROBBINS GREENWALD	MEMBER	3.00	Director	$0	$0	$0
KIMBERLY CALLINAN TAYLOR	FORMER PRESIDENT AND CEO	40.00	Officer	$373,199	$10,066	$383,265
KEVIN E DIAZ	INTERIM PRESIDENT & CEO	40.00	Officer	$267,336	$27,829	$295,165
PATRICIA BERNSTEIN	CHIEF OPERATING OFFICER	40.00	Highest	$221,746	$27,011	$248,757
EDDIE CHARMAINE MANANSALA	EMPLOYEE	40.00	Highest	$203,136	$27,106	$230,242
BRANDI S ALEXANDER	EMPLOYEE	40.00	Highest	$203,136	$27,381	$230,517
FREDERICK THOMAS MACINTYRE	EMPLOYEE	40.00	Highest	$243,680	$29,090	$272,770
CRYSTAL HUISH	EMPLOYEE	40.00	Highest	$198,777	$26,680	$225,457

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	$23,256,374	$22,855,438	$20,759,439	$400,936
2024	$22,842,006	$23,287,536	$22,177,846	$-445,530
2023	$20,761,149	$21,914,070	$24,670,749	$-1,152,921
2022	$22,133,831	$19,302,799	$27,407,653	$2,831,032
2021	$16,638,018	$16,573,441	$31,560,917	$64,577
2020	$18,992,160	$15,984,093	$14,226,196	$3,008,067
2019	$13,448,070	$13,536,409	$10,914,581	$-88,339
2018	$9,034,353	$12,251,516	$10,820,179	$-3,217,163

COMPASSION & CHOICES