FIRST PLACE AZ (EIN 461722227) - 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

2012

Legal Domicile

Principal Officer

DENISE RESNIK

Phone

6027336525

Tax Period

2023-01-01 to 2023-12-31

FIRST PLACE AZ, founded in 2012, is a community nonprofit in the Housing & Shelter sector that reported $6.6M in total revenue in fiscal year 2023. The organization ran a surplus of $1.5M, a strong 22% operating margin.

Mission

SETS THE STANDARD FOR DEVELOPING COMMUNITIES THAT INTEGRATE ADULTS WITH AUTISM AND SPECIAL ABILITIES INTO THE FABRIC OF SOCIETY THROUGH HOUSING, HEALTHCARE, EDUCATION, EMPLOYMENT, SUPPORTIVE SYSTEMS, & CULTURE.

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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 $3,527,523

Program Service Revenue $2,751,755

Investment Income $285,565

Other Revenue $790

TOTAL REVENUE $6,565,633

Expense Breakdown

Grants Paid $55,455

Salaries & Benefits $2,467,360

Fundraising Expenses $245,255

Program Expenses $4,273,517

Other Expenses $2,578,872

TOTAL EXPENSES $5,101,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,565,633	$6,135,757	+0.1%
Expenses	$5,101,687	$4,654,398	+0.1%
Net Income	$1,463,946	$1,481,359	0.0%

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

$566,177

Total Directors

$309,768

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENISE RESNIK	FOUNDER, PRESIDENT & CEO	50.00	Officer Director	$286,148	$23,620	$309,768
HOWARD SOBELMAN	CHAIR	5.00	Officer Director	$0	$0	$0
JOYCE MILLARD HOIE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KATHY HANCOCK	SECRETARY	2.00	Officer Director	$0	$0	$0
BRUCE SCHWARTZ	TREASURER	2.00	Officer Director	$0	$0	$0
AMIT BASAK	DIRECTOR	2.00	Director	$0	$0	$0
GREG WELLS	DIRECTOR	2.00	Director	$0	$0	$0
JUAN SALGADO	DIRECTOR	2.00	Director	$0	$0	$0
LORENZO ROMERO	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL MCQUEEN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL TRAILOR	DIRECTOR	2.00	Director	$0	$0	$0
PAUL PENZONE	DIRECTOR	2.00	Director	$0	$0	$0
STUART SAVITZ	DIRECTOR	2.00	Director	$0	$0	$0
AMY PAWLOWSKI	DIRECTOR (THRU 6/14/23)	2.00	Director	$0	$0	$0
NANCY OTTMANN	COO	54.00	Officer	$187,768	$13,212	$200,980
MICHAEL STOFFEY	DIRECTOR OF FINANCE	34.00	Officer	$51,625	$3,804	$55,429
MAUREEN CASEY	DR. OF CENTER FOR APPLIED RESEARCH	40.00	Highest	$100,289	$26,836	$127,125

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	$6,565,633	$5,101,687	$18,385,795	$1,463,946
2022	$6,135,757	$4,654,398	$16,660,325	$1,481,359
2021	$7,150,509	$4,206,344	$15,321,199	$2,944,165
2020	$3,993,624	$4,381,058	$13,630,138	$-387,434
2019	$4,577,325	$4,671,268	$15,244,794	$-93,943
2018	$2,860,597	$3,996,139	$16,689,541	$-1,135,542

FIRST PLACE AZ