A PLACE TO BELONG

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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

1997

Legal Domicile

Principal Officer

Kayla Fagre

Phone

2187390797

Tax Period

2023-01-01 to 2023-12-31

A PLACE TO BELONG, founded in 1997, is a small nonprofit in the Human Services sector that reported $223K in total revenue in fiscal year 2023. Expenses of $206K left a modest 8% surplus.

Mission

To provide consumer oriented socialization support options for the mentally ill compatible non-profit purposes associated with the above allowed by law we provided about 2400 hrs support served many people during year.

Program Service Accomplishments

Program 1

Expenses: $162,187 Revenue: $4,105

To provide services for individuals with mental illness

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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 $218,991

Program Service Revenue $0

Investment Income $4,105

Other Revenue $0

TOTAL REVENUE $223,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,653

Fundraising Expenses $14,644

Program Expenses $162,187

Other Expenses $70,741

TOTAL EXPENSES $205,794

Year-over-Year Comparison

	2023	2022	Change
Revenue	$223,096	$225,942	0.0%
Expenses	$205,794	$225,710	-0.1%
Net Income	$17,302	$232	+73.6%

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

N/A

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

$99,353

Key Employees

$52,660

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kayla Fagre	Executive Director	040.00	Director Key Emp	$52,660	$0	$52,660
Paige Carlson	Exec Director	040.00	Director	$46,693	$0	$46,693
Nicole Tabbut	Vice President	N/A	Director	$0	$0	$0
Dawn Saxton	Board Member	N/A	Director	$0	$0	$0
Daryn Toso	Board Member	N/A	Director	$0	$0	$0
William Wegscheid	Board Member	N/A	Director	$0	$0	$0
Karen Lenius	Board Member	N/A	Director	$0	$0	$0
Bruce Hoffmann	Board Member	N/A	Director	$0	$0	$0
Beth Nelson	President	N/A	Director	$0	$0	$0
Brian Billings	Treasurer	N/A	Director	$0	$0	$0
Phena Keil	Board Member	N/A	Director	$0	$0	$0
Barb Miller	Board Member	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
2024	No data	No data	No data	No data
2023	$223,096	$205,794	$416,848	$17,302
2022	$225,942	$225,710	$400,895	$232
2021	$197,429	$213,172	$431,937	$-15,743
2020	$212,222	$217,450	$414,281	$-5,228