A Place of Refuge

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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

2009

Legal Domicile

Phone

2488092387

Tax Period

2024-01-01 to 2024-12-31

A Place of Refuge, founded in 2009, is a micro nonprofit in the Youth Development sector that reported $48K in total revenue in fiscal year 2024. Revenue fell 77% from the prior year — a significant decline worth monitoring. Expenses of $65K exceeded revenue, resulting in a 36% operating deficit.

Mission

We provide semi-independent living. In two years spent in our housing, the young learn life skills and tutoring.

Program Service Accomplishments

Program 1

n/a

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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 $24,057

Program Service Revenue $24,258

Investment Income $0

Other Revenue $-500

TOTAL REVENUE $47,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $65,044

TOTAL EXPENSES $65,044

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,815	$205,133	-0.8%
Expenses	$65,044	$32,210	+1.0%
Net Income	$-17,229	$172,923	-1.1%

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

$12,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Keri Roberts	Director	40.00	Officer	$12,000	$0	$12,000
Roger Williams	President	0	Officer	$0	$0	$0
Rhonda Barley	Treasurer Board Member	0	Officer	$0	$0	$0
Carrie Goldsmith	Secretary Board Member	N/A	Officer	$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	$47,815	$65,044	$1,398	$-17,229
2023	$205,133	$37,210	$220,126	$167,923