STRATEGIES FOR CHANGE (EIN 942600143) - 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

1979

Legal Domicile

Principal Officer

A JONATHAN PORTEUS PHD

Phone

9163953552

Tax Period

2023-07-01 to 2024-06-30

STRATEGIES FOR CHANGE, founded in 1979, is a micro nonprofit in the Mental Health sector that reported $76K in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $715K exceeded revenue, resulting in a 840% operating deficit.

Mission

STRATEGIES FOR CHANGE LEASES PROPERTY TO WELLSPACE HEALTH TO SUPPORT ITS MISSION.

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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 $56

Program Service Revenue $76,002

Investment Income $0

Other Revenue $0

TOTAL REVENUE $76,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $714,698

Other Expenses $714,698

TOTAL EXPENSES $714,698

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,058	$114,061	-0.3%
Expenses	$714,698	$108,252	+5.6%
Net Income	$-638,640	$5,809	-110.9%

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

$895,413

Total Directors

$895,413

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
A JONATHAN PORTEUS PHD	BOARD CHAIR/PRESIDENT	2.50	Officer Director	$0	$8,169	$619,353
CHRISTIE GONZALES MPA	SECRETARY	2.00	Officer Director	$0	$38,295	$276,060
KIM CLARKE	DIRECTOR	1.00	Director	$0	$0	$0
RUZWA COOPER	DIRECTOR	1.00	Director	$0	$0	$0
LISA STEWART	DIRECTOR	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
2024	$76,058	$714,698	$20,759	$-638,640
2023	$114,061	$108,252	$1,605,569	$5,809
2022	$114,063	$107,318	$1,659,716	$6,745
2021	$558,432	$110,630	$1,726,989	$447,802
2020	$3,386,085	$3,151,654	$2,445,920	$234,431
2019	$2,716,575	$3,321,081	$2,253,292	$-604,506
2018	$2,879,131	$3,043,994	$2,268,665	$-164,863

STRATEGIES FOR CHANGE