CLU TRANSITIONS (EIN 872048505) - 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

2021

Legal Domicile

Principal Officer

VIRGINIA S ERXLEBEN

Phone

8778295500

Tax Period

2023-09-01 to 2024-08-31

CLU TRANSITIONS, founded in 2021, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. Expenses of $1.3M exceeded revenue, resulting in a 27% operating deficit.

Mission

TO PROVIDE TRAINING TO NEURO-DIVERSE ADULTS.

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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 $241,331

Program Service Revenue $799,373

Investment Income $106

Other Revenue $0

TOTAL REVENUE $1,040,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $828,268

Fundraising Expenses $0

Program Expenses $1,228,067

Other Expenses $496,832

TOTAL EXPENSES $1,325,100

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,040,810	$604,187	+0.7%
Expenses	$1,325,100	$786,244	+0.7%
Net Income	$-284,290	$-182,057	+0.6%

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

$135,467

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCY TIFFANY	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
JOAN TENNEY	SECRETARY	3.00	Officer Director	$0	$0	$0
JEN RALPH	MEMBER	3.00	Director	$0	$0	$0
VIRGINIA ERXLEBEN	EXECUTIVE DIRECTOR	38.00	Officer	$34,729	$1,579	$135,467

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	$1,040,810	$1,325,100	$637,262	$-284,290
2023	$604,187	$786,244	$535,378	$-182,057

CLU TRANSITIONS