TRILLIUM FAMILY SERVICES FOUNDATION (EIN 931254344) - 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

2024-07-01 to 2025-06-30

TRILLIUM FAMILY SERVICES FOUNDATION, founded in 1998, is a small nonprofit in the Human Services sector that reported $638K in total revenue in fiscal year 2024. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $756K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO PROVIDE SUPPORT TO TRILLIUM FAMILY SERVICES MENTAL HEALTH CARE PROGRAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $612,812

Other Revenue $24,947

TOTAL REVENUE $637,759

Expense Breakdown

Grants Paid $703,855

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $708,285

Other Expenses $52,581

TOTAL EXPENSES $756,436

Year-over-Year Comparison

	2024	2023	Change
Revenue	$637,759	$2,228,807	-0.7%
Expenses	$756,436	$1,168,016	-0.4%
Net Income	$-118,677	$1,060,791	-1.1%

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

N/A

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

$784,399

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE VANDERGON	CEO	1.00	Officer	$0	$16,683	$396,227
LISA KANE	CAO	1.00	Officer	$0	$30,546	$388,172
SCOTT BERRY	CHAIR	1.00	Officer Director	$0	$0	$0
MATT HARRIS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BARBARA TRACHTENBERG	SECRETARY	1.00	Officer Director	$0	$0	$0
KATRINA BICKLEY	TREASURER	1.00	Officer Director	$0	$0	$0
BRAD BICKLEY	TRUSTEE	1.00	Director	$0	$0	$0
DEBBIE BENSON	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA TIMMS	TRUSTEE	1.00	Director	$0	$0	$0
CAMI BENSON-NOECKER	TRUSTEE	1.00	Director	$0	$0	$0
MIKE COWGILL	TRUSTEE	1.00	Director	$0	$0	$0
SHAWN DUFFY	TRUSTEE	1.00	Director	$0	$0	$0
ERICA MULLEN	TRUSTEE	1.00	Director	$0	$0	$0
DAWN STONE	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY AINGE PAYNE	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	$637,759	$756,436	$17,131,239	$-118,677
2024	No data	No data	No data	No data
2023	$689,271	$681,224	$17,487,762	$8,047
2022	$712,262	$598,266	$17,435,611	$113,996
2021	$1,346,282	$1,303,263	$19,129,453	$43,019
2020	$3,355,157	$3,458,903	$14,152,498	$-103,746

TRILLIUM FAMILY SERVICES FOUNDATION