OZANAM PLACE INC (EIN 020507147) - 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

2004

Legal Domicile

Principal Officer

JEANNE AGRI

Phone

6032253295

Tax Period

2021-01-01 to 2021-12-31

OZANAM PLACE INC, founded in 2004, is a small nonprofit that reported $556K in total revenue in fiscal year 2021. Revenue surged 380% from the prior year, signaling strong growth momentum. The organization ran a surplus of $455K, a strong 82% operating margin.

Mission

THE EMPOWERMENT OF WOMEN AND CHILDREN AT RISK OF HOMELESSNESS

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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 (2021)

Revenue Breakdown

Contributions & Grants $368,475

Program Service Revenue $62,587

Investment Income $125,185

Other Revenue $0

TOTAL REVENUE $556,247

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,537

Other Expenses $101,348

TOTAL EXPENSES $101,348

Year-over-Year Comparison

	2021	2020	Change
Revenue	$556,247	$115,891	+3.8%
Expenses	$101,348	$173,639	-0.4%
Net Income	$454,899	$-57,748	-8.9%

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

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
JEANNE AGRI	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL TABORY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVEN GREGOIRE	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT PLANTE	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH HEYWARD	BOARD MEMBER	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
2021	$556,247	$101,348	No data	$454,899
2020	$115,891	$173,639	$917,584	$-57,748
2019	$115,215	$165,946	$981,871	$-50,731
2018	$133,262	$186,108	$1,050,820	$-52,846

OZANAM PLACE INC