CLIMB TRANSITION SERVICES A NON-PROFIT CORPORATION (EIN 953218864) - 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

1977

Legal Domicile

Principal Officer

ALEXIS BOXER

Phone

6262895321

Tax Period

2024-01-01 to 2024-12-31

CLIMB TRANSITION SERVICES A NON-PROFIT CORPORATION, founded in 1977, is a community nonprofit in the Employment sector that reported $3.4M in total revenue in fiscal year 2024. Expenses of $3.0M left a modest 12% surplus.

Mission

THE ORGANIZATION PROVIDES REHABILITATION AND SUPPORT SERVICES TO DEVELOPMENTALLY DISABLED AND HANDICAPPED BLIND ADULTS FOR WHICH IT RECEIVES ASSISTANCE FROM THE STATE OF CALIFORNIA DEPARTMENT OF DEVELOPMENTAL SERVICES.

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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 $24,601

Program Service Revenue $3,360,554

Investment Income $5,000

Other Revenue $0

TOTAL REVENUE $3,390,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,979,992

Fundraising Expenses $0

Program Expenses $2,462,995

Other Expenses $998,715

TOTAL EXPENSES $2,978,707

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,390,155	$3,257,366	+0.0%
Expenses	$2,978,707	$2,746,063	+0.1%
Net Income	$411,448	$511,303	-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

112

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

$128,051

Total Directors

$128,051

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXIS BOXER	PRESIDENT & TREASURER	5.00	Officer Director	$0	$0	$0
SHERYL BARNARDO	SECRETARY & DIR. OF ADMINISTRATION	20.00	Officer Director	$123,107	$4,944	$128,051
OREN BOXER PHD	DIRECTOR	1.00	Director	$0	$0	$0
JOANN SEAMAN	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	$3,390,155	$2,978,707	$3,265,929	$411,448
2023	$3,257,366	$2,746,063	$2,859,891	$511,303
2022	$2,656,919	$2,403,570	$2,287,387	$253,349
2021	$2,435,945	$2,317,905	$2,095,339	$118,040
2020	$2,456,760	$1,974,283	$1,888,072	$482,477
2019	$2,181,431	$2,071,939	$1,057,069	$109,492
2018	$2,142,555	$2,062,001	$870,890	$80,554

CLIMB TRANSITION SERVICES A NON-PROFIT CORPORATION