CORTNEYS PLACE

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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

Principal Officer

SARAH LEVIN

Phone

4804195852

Tax Period

2024-07-01 to 2025-06-30

CORTNEYS PLACE, founded in 2007, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 5% surplus.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $1,515,493 Revenue: $32,042

THE PROGRAM PROVIDED BY CORTNEYS PLACE SERVES 60 ADULT STUDENTS WITH SEVERE DISABILITIES. THESE AMAZING INDIVIDUALS WILL CONTINUE TO GROW THROUGH EDUCATIONAL, PHYSICAL, COGNITIVE, AND PERSONAL...

THE PROGRAM PROVIDED BY CORTNEYS PLACE SERVES 60 ADULT STUDENTS WITH SEVERE DISABILITIES. THESE AMAZING INDIVIDUALS WILL CONTINUE TO GROW THROUGH EDUCATIONAL, PHYSICAL, COGNITIVE, AND PERSONAL DEVELOPMENT THROUGH THE PROJECTS PROVIDED. MUSIC THERAPY - ON A WEEKLY BASIS, INDIVIDUALS ENJOY LISTENING, SINGING AND PLAYING MUSICAL INSTRUMENTS. HYDRO-THERAPY/AQUATIC THERAPY - WEEKLY, THE STUDENTS VISIT A POOL AND WORK ONE-ON-ONE WITH A HYDRO-THERAPIST. PET THERAPY - SPECIALLY TRAINED DOGS VISIT THE PROGRAM EACH WEEK TO WORK WITH INDIVIDUALS WHO LIKE TO INTERACT WITH PETS. PHYSICAL ACTIVITY - SEVERAL TIMES EACH WEEK PARTICIPANTS TAKE PART IN EXERCISE ACTIVITIES TO PROMOTE FITNESS. ART THERAPY - ART IS A SPECIAL WAY TO COMMUNICATE FOR THOSE IN OUR CARE. ART SESSIONS - DEVELOP AN INDIVIDUALS UNIQUE ABILITIES AND ALLOW THEM A WAY TO EXPRESS THEMSELVES. COMMUNITY-BASED OUTINGS - OUR PROGRAM IS COMMUNITY FOCUSED AND WE PROVIDE DAILY OPPORTUNITIES FOR INDIVIDUALS AND EXPLORE THE WORLD AROUND US. DAILY LIVING SKILLS - EACH DAY INDIVIDUALS HAVE THE OPPORTUNITY TO PARTICIPATE IN LIFE SKILL DEVELOPMENT SUCH AS HOME MAINTENANCE, PERSONAL CARE AND HYGIENE, SAFETY AWARENESS, MONEY MANAGEMENT SKILLS AND MORE. SNOEZELEN ROOM - OUR SNOEZELEN ROOM IS FILLED WITH SIGHTS, SOUNDS, TEXTURES AND AROMAS USED TO STIMULATE, CALM OR ENERGIZE. SMART BOARDS - OUR SMART BOARDS ARE TOUCH SENSITIVE SCREENS CONNECTED TO A COMPUTER.

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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 $1,931,219

Program Service Revenue $32,042

Investment Income $13,385

Other Revenue $2,988

TOTAL REVENUE $1,979,634

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,229,789

Fundraising Expenses $19,891

Program Expenses $1,515,493

Other Expenses $648,356

TOTAL EXPENSES $1,878,145

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,979,634	$1,389,350	+0.4%
Expenses	$1,878,145	$1,496,629	+0.3%
Net Income	$101,489	$-107,279	-1.9%

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

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

$122,706

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHASIDY GRAY	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$113,602	$9,104	$122,706
JOE LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
BENEE HILTON-SPIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
JOE COLUCCI	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE ROSENTHAL	DIRECTOR	1.00	Director	$0	$0	$0
DIANE LEHMAN	DIRECTOR	1.00	Director	$0	$0	$0
JIM CARPENTER	CO-FOUNDER & FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
LORENCE ZIMTBAUM	LEGAL ADVISOR	1.00	Officer Director	$0	$0	$0
SARAH LEVIN	EXECUTIVE DIRECTOR	40.00	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
2025	$1,979,634	$1,878,145	$1,278,310	$101,489
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