SANTA MONICA INC

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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

1972

Legal Domicile

Principal Officer

HEATHER KIRK

Phone

4025587088

Tax Period

2022-07-01 to 2023-06-30

SANTA MONICA INC, founded in 1972, is a community nonprofit in the Mental Health sector that reported $2.0M in total revenue in fiscal year 2022. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 3% surplus.

Mission

TO PROVIDE LONG TERM TREATMENT TO WOMEN WITH SUBSTANCE USE, EMPOWERING THEM TO LIVE PRODUCTIVELY, DRUG AND ALCOHOL FREE.

Program Service Accomplishments

Program 1

Expenses: $826,216 Revenue: $73,196

SANTA MONICA PROVIDES FOUR LEVELS OF CARE FOR A CONTINUUM OF SERVICE WHICH STATISTICALLY ENHNACES THE PROBABILITY OF WOMEN SUCCEEDING IN LONG TERM RECOVERY. THE HALFWAY HOUSE IS A THREE TO SIX MONTH PROGRAM THAT PROVIDES TREATMENT FOR SUBSTANCE USE, MENTAL HEALTH AND TRAUMA. INTEGRATING LIFE SKILLS THROUGH A VARIETY OF ENHANCEMENTS SUCH AS EMPLOYMENT AND ACCOUNTABILITY. THE HALFWAY HOUSE ADMITTED 47 WOMEN IN FY 23 FOR SERVICES AT THE HALFWAY HOUSE.

Program 2

Expenses: $521,167 Revenue: $43,792

INTERMEDIATE RESIDENTIAL PROGRAM - RECENTLY OPENED IN DECEMBER OF 2021, THE INTERMEDIATE RESIDENTIAL PROGRAM FULFILLS OUR VISION FOR SANTA MONICA FOR NOW. IT IS A 90 DAY PRIMARY CARE TREATMENT...

INTERMEDIATE RESIDENTIAL PROGRAM - RECENTLY OPENED IN DECEMBER OF 2021, THE INTERMEDIATE RESIDENTIAL PROGRAM FULFILLS OUR VISION FOR SANTA MONICA FOR NOW. IT IS A 90 DAY PRIMARY CARE TREATMENT EXPERIENCE THAT WILL PROVIDE AN UNDUPLICATED SERVICE TO THE OMAHA AREA. SERVICES AT THIS LEVEL WILL FOCUS ON STABILIZATION PHYSICALLY, EMOTIONALLY, SOCIALLY AND MENTALLY THROUGH INDIVIDUAL THERAPIES, GROUP THERAPY AND A FOUNDATION OF HEALTH SUPPORT.

Program 3

Expenses: $58,162 Revenue: $35,821

THE SUPPORTED TRANSITIONAL LIVING APARTMENTS PROVIDES A STEP DOWN LEVEL FROM THE 3/4 WAY HOUSE THAT FURTHER PREPARES THE WOMEN FOR INDEPENDENCE. THE WOMAN ARE PROVIDED WITH A FULLY FURNISHED TWO...

THE SUPPORTED TRANSITIONAL LIVING APARTMENTS PROVIDES A STEP DOWN LEVEL FROM THE 3/4 WAY HOUSE THAT FURTHER PREPARES THE WOMEN FOR INDEPENDENCE. THE WOMAN ARE PROVIDED WITH A FULLY FURNISHED TWO BEDROOM APARTMENT, WITH A ONE YEAR COMMITMENT. DURING THIS TIME THEY ARE PREPARING FOR MOVING BACK INTO THE COMMUNITY INDEPENDENTLY. THE SUPPORTED TRANSITIONAL LIVING APARTMENTS PROVIDED SERVICES TO 21 WOMEN AND 20 CHILDREN.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,765,828

Program Service Revenue $193,282

Investment Income $6,829

Other Revenue $0

TOTAL REVENUE $1,965,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,220,509

Fundraising Expenses $101,462

Program Expenses $1,441,837

Other Expenses $683,640

TOTAL EXPENSES $1,904,149

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,965,939	$1,430,652	+0.4%
Expenses	$1,904,149	$1,438,198	+0.3%
Net Income	$61,790	$-7,546	-9.2%

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

$121,401

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDITH PEEBLES	PRESIDENT	1.00	Officer Director	$0	$0	$0
JESSICA BOZELL	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKA KELLER	TREASURER	1.00	Officer Director	$0	$0	$0
SHANNON PERKINS	ALUMNI LIAISON	1.00	Director	$0	$0	$0
DR JOHN LENHOFF	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE TIRITILLI	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA FARQUHAR	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SNODGRASS	DIRECTOR	1.00	Director	$0	$0	$0
LILY EALY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT TATTEN	DIRECTOR	1.00	Director	$0	$0	$0
KIM FENDER	DIRECTOR	1.00	Director	$0	$0	$0
SHANNAH BLANKENSHIP	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WORRELL	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER KIRK	EXECUTIVE DIRECTOR	50.00	Officer	$105,860	$15,541	$121,401

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,965,939	$1,904,149	$4,177,669	$61,790
2022	$1,430,652	$1,438,198	$4,099,368	$-7,546
2021	$2,270,206	$982,127	$4,203,959	$1,288,079
2020	$1,126,939	$918,613	$3,198,432	$208,326
2019	$1,299,746	$891,071	$2,614,159	$408,675
2018	$993,650	$731,870	$2,158,685	$261,780