CARPENTER'S PLACE INC (EIN 364352283) - 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

ALBERTO CARRION

Phone

8159644105

Tax Period

2023-07-01 to 2024-06-30

CARPENTER'S PLACE INC, founded in 2000, is a community nonprofit in the Human Services sector that reported $2.5M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

CARPENTER'S PLACE PROVIDES THE TOOLS NECESSARY FOR REBUILDING THE LIVES OF THE HOMELESS

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,114,015

Program Service Revenue $70,747

Investment Income $4,009

Other Revenue $270,792

TOTAL REVENUE $2,459,563

Expense Breakdown

Grants Paid $325,243

Salaries & Benefits $1,649,738

Fundraising Expenses $92,011

Program Expenses $1,968,306

Other Expenses $635,867

TOTAL EXPENSES $2,610,848

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,459,563	$2,081,816	+0.2%
Expenses	$2,610,848	$2,454,456	+0.1%
Net Income	$-151,285	$-372,640	-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

419

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

$135,094

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK PERRECONE	PRESIDENT	2.00	Officer Director	$0	$0	$0
AARON VAIDEN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JEFFREY BETO	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
KATIE ZIMMERMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
RYAN DICKERSON	TREASURER	2.00	Officer Director	$0	$0	$0
FATHER KENNETH ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
CARANDUS T BROWN	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE BURZA-SMITH	DIRECTOR	1.00	Director	$0	$0	$0
KEN BUSS	DIRECTOR	1.00	Director	$0	$0	$0
LESLY COUPER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM DAHLBERG	DIRECTOR	1.00	Director	$0	$0	$0
MATT DALSTOM	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE DITTBENNER	DIRECTOR	1.00	Director	$0	$0	$0
BILL DURAKO	DIRECTOR	1.00	Director	$0	$0	$0
WALLY HAAS	DIRECTOR	1.00	Director	$0	$0	$0
KATHY KWIAT-HESS	DIRECTOR	1.00	Director	$0	$0	$0
TOM LAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
BRANDIE MESSER	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE MORIG	DIRECTOR	1.00	Director	$0	$0	$0
JENNA SCHACHTE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE O'CONNOR	EXECUTIVE DI	40.00	Officer	$125,000	$10,094	$135,094

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	No data	No data	No data	No data
2024	$2,459,563	$2,610,848	$4,208,464	$-151,285
2023	$2,081,816	$2,454,456	$4,287,191	$-372,640
2022	$2,727,145	$1,997,463	$4,626,240	$729,682
2021	$2,271,256	$1,662,322	$4,067,248	$608,934
2020	$2,664,240	$1,588,782	$3,039,070	$1,075,458
2020	$2,671,024	$1,605,565	$3,039,070	$1,065,459
2019	$1,721,526	$1,495,022	$1,800,060	$226,504
2018	$2,026,242	$1,636,676	$1,608,251	$389,566

CARPENTER'S PLACE INC