CORTNEYS PLACE (EIN 421745079) - 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

2007

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

CORTNEYS PLACE, founded in 2007, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

PROGRAM ESTABLISHED TO PROVIDE WHAT ALL PARENTS DESIRE FOR THEIR CHILDREN: A SAFE, STIMULATING AND ENJOYABLE COMMUNITY DAY PROGRAM FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

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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 $1,312,763

Program Service Revenue $36,401

Investment Income $3,670

Other Revenue $36,516

TOTAL REVENUE $1,389,350

Expense Breakdown

Grants Paid $50,288

Salaries & Benefits $952,439

Fundraising Expenses $16,227

Program Expenses $1,147,367

Other Expenses $493,902

TOTAL EXPENSES $1,496,629

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,389,350	$1,254,995	+0.1%
Expenses	$1,496,629	$1,163,987	+0.3%
Net Income	$-107,279	$91,008	-2.2%

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

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
CHASIDY GRAY	EXECUTIVE DIRECTOR FORMER	0.00		$113,602	$9,104	$122,706
DOREEN FELDBERG	DIRECTOR	1.00	Director	$0	$0	$0
LORENCE ZIMTBAUM	DIRECTOR	1.00	Director	$0	$0	$0
LYNN TORREL	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA LEHMAN	DIRECTOR	1.00	Director	$0	$0	$0
BENEE HILTON-SPIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
SHEENA OBEROI	DIRECTOR	1.00	Director	$0	$0	$0
LIBBY CORRAL	TREASURER	1.00	Officer Director	$0	$0	$0
JORDAN KROOP	CHAIR	1.00	Officer Director	$0	$0	$0
DIANE LEHMAN	VICE CHAIR	1.00	Officer 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	$1,389,350	$1,496,629	$1,385,323	$-107,279
2023	$1,254,995	$1,163,987	$1,459,153	$91,008
2022	$1,223,105	$954,772	$1,135,071	$268,333
2021	$1,053,367	$1,009,019	$921,304	$44,348
2020	$943,048	$1,279,389	$922,926	$-336,341
2019	$933,337	$891,778	$1,124,994	$41,559
2018	$580,941	$517,109	$1,086,125	$63,832

CORTNEYS PLACE