THE PLACE WITHIN COUNSELING FOLSOM

EIN: 465435870 501(c)(3)

FOLSOM, CA

Total Revenue
$287,696
Total Expenses
$305,033
Total Assets
N/A
Net Assets
N/A
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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
2015
Legal Domicile
CA
Principal Officer
SUZANNE LEE
Phone
9167991644
Tax Period
2019-01-01 to 2019-12-31

THE PLACE WITHIN COUNSELING FOLSOM, founded in 2015, is a small nonprofit that reported $288K in total revenue in fiscal year 2019. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

THE PLACE WITHIN AT FOLSOM OFFERS AFFORDABLE COUNSELING BASED ON INCOME AND ABILITY TO PAY. THE PLACE WITHIN AT FOLSOM STRIVES TO MAKE HIGH QUALITY COUNSELING AN OPTION FOR THOSE WHO MAY NOT OTHERWISE BE BLE TO AFFORD FULL FEE SERVICES.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $6,136
Program Service Revenue $256,328
Investment Income $143
Other Revenue $25,089
TOTAL REVENUE $287,696

Expense Breakdown

Grants Paid $0
Salaries & Benefits $166,583
Fundraising Expenses $0
Program Expenses $305,033
Other Expenses $138,450
TOTAL EXPENSES $305,033

Year-over-Year Comparison

2019 2018 Change
Revenue $287,696 $252,130 +0.1%
Expenses $305,033 $244,081 +0.2%
Net Income $-17,337 $8,049 -3.2%
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

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Governance

Voting Members
5
Independent Members
5
Employees
14
Volunteers
4

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
4
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LESLIE HINES BOARD MEMBER 0.50
Officer Director
$0 $0 $0
SUZANNE LEE EXECUTIVE DI 20.00
Officer Director
$0 $0 $0
HEIDI SANDERS TREASURER 0.50
Officer Director
$0 $0 $0
KATRINA TRUMBULL SECRETARY 0.50
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
2019 $287,696 $305,033 No data $-17,337
2018 $252,130 $244,081 $99,366 $8,049
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