TRILLIUM FAMILY SERVICES (EIN 930386966) - 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

1998

Legal Domicile

Principal Officer

LISA KANE

Phone

5032349591

Tax Period

2022-07-01 to 2023-06-30

TRILLIUM FAMILY SERVICES, founded in 1998, is a mid-sized nonprofit in the Housing & Shelter sector that reported $64.3M in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $59.1M left a modest 8% surplus.

Mission

TRILLIUM FAMILY SERVICES IN A NONPROFIT ORGANIZATION FORMED IN 1998 WITH THE MERGER OF THREE HISTORIC AGENCIES - THE CHILDREN'S FARM HOME IN CORVALLIS AND THE PARRY CENTER FOR CHILDREN AND THE WAVERLY CHILDREN'S HOME IN PORTLAND. THE THREE AGENCIES JOINED TO CREATE AN INTEGRATED SYSTEM WITH A STATEWIDE REACH. TODAY, THROUGH PROGRAMS AT TWO CAMPUSES (PORTLAND METRO AREA AND MID-WILLAMETTE VALLEY), AS WELL AS IN A WIDE RANGE OF COMMUNITY- BASED PROGRAMS, TRILLIUM SERVES MORE THAN 5,000 CHILDREN AND FAMILIES EACH YEAR. TRILLIUM'S SPECIALIZED PROGRAM ALSO INCLUDE INNOVATIVE COMPLEMENTARY TREATMENTS SUCH AS HORTICULTURAL, CANINE, AND EQUINE THERAPIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $10,408,554

Program Service Revenue $53,258,952

Investment Income $94,829

Other Revenue $520,968

TOTAL REVENUE $64,283,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $47,825,952

Fundraising Expenses $1,048,900

Program Expenses $47,152,480

Other Expenses $11,236,043

TOTAL EXPENSES $59,121,995

Year-over-Year Comparison

	2022	2021	Change
Revenue	$64,283,303	$58,167,414	+0.1%
Expenses	$59,121,995	$51,556,623	+0.1%
Net Income	$5,161,308	$6,610,791	-0.2%

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

985

Volunteers

421

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

$1,181,426

Total Directors

Key Employees

$790,476

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM SCOTT	PAST CEO	50.00	Officer	$464,742	$35,689	$500,431
CINDY SMITH	CHIEF MED. O	40.00	Key Emp	$396,577	$25,756	$422,333
DAVID JEFFERY	CHIEF MED. O	40.00	Key Emp	$343,267	$24,876	$368,143
EDWARD STANFORD	PSYCHIATRIST	40.00	Highest	$319,509	$23,039	$342,548
LISA KANE	CAO	50.00	Officer	$318,667	$22,990	$341,657
JAMIE VANDERGON	CEO	50.00	Officer	$317,498	$21,840	$339,338
KYLE BERNHEIM	PSYCHIATRIST	40.00	Highest	$303,659	$22,475	$326,134
JEFFREY CARLSON II	PSYCHIATRIST	40.00	Highest	$295,557	$22,249	$317,806
DANICA DENTON	PSYCHIATRIST	40.00	Highest	$302,089	$7,931	$310,020
BENJAMIN ADLER	PSYCHIATRIST	40.00	Highest	$264,668	$21,614	$286,282
ERIC HUNTER	CHAIR	3.00	Officer Director	$0	$0	$0
SALLY MANAFI	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DR MIKE NEWCOMB	TREASURER	3.00	Officer Director	$0	$0	$0
KIM BRATER	SECRETARY	2.00	Officer Director	$0	$0	$0
SANDRA CADY	TRUSTEE	1.00	Director	$0	$0	$0
MARYBETH CRUZ	TRUSTEE	1.00	Director	$0	$0	$0
BETHANNE DARBY	TRUSTEE	1.00	Director	$0	$0	$0
LAURA DELLINGER	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERELY DIXON	TRUSTEE	1.00	Director	$0	$0	$0
DR MIKE FRANZ	TRUSTEE	1.00	Director	$0	$0	$0
DIONE FUGERE	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL RALLS	TRUSTEE	1.00	Director	$0	$0	$0
DAN RYAN	TRUSTEE	1.00	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	No data	No data	No data	No data
2023	$64,283,303	$59,121,995	$43,009,008	$5,161,308
2022	$58,167,414	$51,556,623	$36,449,551	$6,610,791
2021	$50,184,616	$47,430,260	$33,636,743	$2,754,356
2020	$48,631,227	$46,717,649	$32,722,558	$1,913,578
2019	$45,395,203	$44,412,351	$27,064,640	$982,852
2018	$42,879,490	$42,633,765	$26,435,509	$245,725

TRILLIUM FAMILY SERVICES