THE SMART PLACE ADULTS AND CHILDREN SERVICES INC (EIN 010740608) - 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

2000

Legal Domicile

Principal Officer

TERESA PUNZI

Phone

4042881701

Tax Period

2024-01-01 to 2024-12-31

Mission

Our mission is to support people with mental and physical challenges in a respectfulsafe and productive environment that enables them to reach their highest level of individual independence.

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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 $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,727

Other Expenses $19,727

TOTAL EXPENSES $19,727

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	$19,727	$19,726	+0.0%
Net Income	N/A	$-19,726	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN MITCHELL	PRESIDENT	0.00	Director	$0	$0	$0
KENT WADE	VICE PRESIDENT	0.00	Director	$0	$0	$0
MARILYN LEWIS	TREASURER	0.00	Director	$0	$0	$0
CONSTANCE DAISE	SECRETARY	0.00	Director	$0	$0	$0
IANS MULLINS	BOARD MEMBER	0.00	Director	$0	$0	$0
TERESA PUNZI	DIRECTOR	40.00	Officer Highest	$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	No data	$19,727	$740,452	No data
2023	No data	$19,726	$2,517,738	No data
2022	No data	$472,876	$858,972	No data
2021	$491,804	$710,476	$963,197	$-218,672
2020	$719,441	$792,420	$763,716	$-72,979
2019	$1,136,609	$1,122,765	$814,198	$13,844
2018	$1,104,583	$1,125,303	$799,631	$-20,720

THE SMART PLACE ADULTS AND CHILDREN SERVICES INC