CORI'S PLACE (EIN 010666441) - 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

2002

Legal Domicile

Phone

5707041455

Tax Period

2024-07-01 to 2025-06-30

CORI'S PLACE, founded in 2002, is a community nonprofit in the Human Services sector that reported $3.4M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $736K, a strong 22% operating margin.

Mission

HELPING APPROXIMATELY 50 INDIVIDUALS A DAY WITH DISABILITIES CREATE A BETTER LIFE THROUGH VARIOUS EDUCATIONAL AND RECREATIONAL ACTIVITIES.

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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 $54,293

Program Service Revenue $3,329,100

Investment Income $13,918

Other Revenue $0

TOTAL REVENUE $3,397,311

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,826,855

Fundraising Expenses $1,431

Program Expenses $2,565,973

Other Expenses $834,626

TOTAL EXPENSES $2,661,481

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,397,311	$3,618,649	-0.1%
Expenses	$2,661,481	$1,957,732	+0.4%
Net Income	$735,830	$1,660,917	-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

N/A

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

$96,162

Total Directors

$96,162

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	EXECUTIVE DI	40.00	Officer Director	$96,162	$0	$96,162
GEORGE J APPEL	TREASURER	N/A	Director	$0	$0	$0
DEBBIE KLOETZER	MEMBER	N/A	Director	$0	$0	$0
HOLLY MITKOWSKI	MEMBER	N/A	Director	$0	$0	$0
RACHEL PUGH	VICE PRESIDE	N/A	Director	$0	$0	$0
N/A	CEO	N/A	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	$3,397,311	$2,661,481	$6,919,112	$735,830
2024	$3,618,649	$1,957,732	$6,242,864	$1,660,917
2023	$2,771,065	$2,066,451	$3,819,564	$704,614
2022	$2,461,634	$1,650,201	$3,114,950	$811,433
2021	$1,536,410	$1,319,779	$2,322,014	$216,631
2020	$1,254,215	$980,146	$2,270,624	$274,069
2019	$1,396,570	$877,209	$2,008,865	$519,361
2018	$1,323,291	$807,841	$1,501,131	$515,450

CORI'S PLACE