COURTNEY'S HOUSE

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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

2012

Legal Domicile

Principal Officer

CARRIE SANDERS

Phone

8054343895

Tax Period

2021-01-01 to 2021-12-31

COURTNEY'S HOUSE, founded in 2012, is a small nonprofit that reported $171K in total revenue in fiscal year 2021. Revenue surged 182% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86K, a strong 50% operating margin.

Mission

COURTNEY'S HOUSE, THROUGH VOCATIONAL AND ENRICHMENT PROGRAMS, IS DEDICATED TO INCLUSION AND OPPORTUNITY FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, HELPING THEM FIND AND CELEBRATE THEIR STRENGHTS AND THEIR VALUE TO OUR COMMUNITY, THUS ENRICHING THEIR LIVES, THE LIVES OF THEIR FAMILIES AND OUR COMMUNITY AS A WHOLE.

Program Service Accomplishments

Program 1

Expenses: $28,373

PROVIDED JOB TRAINING AND EMPLOYMENT OPPORTUNITIES IN A REAL CAFE SETTING, TEACHING VOCATIONAL AND LIFE SKILLS THAT ENHANCE AND ENRICH THE EVERYDAY LIVES OF PARTICIPANTS. ALL OF OUR PROGRAM...

PROVIDED JOB TRAINING AND EMPLOYMENT OPPORTUNITIES IN A REAL CAFE SETTING, TEACHING VOCATIONAL AND LIFE SKILLS THAT ENHANCE AND ENRICH THE EVERYDAY LIVES OF PARTICIPANTS. ALL OF OUR PROGRAM PARTICIPANTS ARE YOUNG ADULTS WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY. THE PROGRAM TEACHES THE HARD SKILLS NECESSARY FOR ANY EMPLOYMENT SETTING AS WELL AS THE SOFT SKILLS NEEDED FOR RESTAURANT WORK, SMALL RETAIL, LANDSCAPE OR A STOCKROOM SETTING.

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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 (2021)

Revenue Breakdown

Contributions & Grants $166,859

Program Service Revenue $0

Investment Income $-1,438

Other Revenue $5,761

TOTAL REVENUE $171,182

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,710

Fundraising Expenses $0

Program Expenses $28,373

Other Expenses $44,822

TOTAL EXPENSES $85,532

Year-over-Year Comparison

	2021	2020	Change
Revenue	$171,182	$60,704	+1.8%
Expenses	$85,532	$113,533	-0.2%
Net Income	$85,650	$-52,829	-2.6%

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

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

$37,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARRIE SANDERS	PRESIDENT	5.00	Officer Director	$0	$0	$0
LYNN SMILEY	TREASURER	2.00	Officer Director	$0	$0	$0
KIM KING	SECRETARY	2.00	Officer Director	$0	$0	$0
DON DOCKSTADER	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS LAWRENCE	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINA DILLOW	DIRECTOR OF OPERATIONS	40.00	Officer	$37,900	$0	$37,900

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
2021	$171,182	$85,532	No data	$85,650
2020	$60,704	$113,533	$38,452	$-52,829
2019	$175,773	$189,272	$5,507	$-13,499
2018	$149,540	$165,318	$11,188	$-15,778