HELENS PLACE FOR PERSONAL CARE

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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

2014

Legal Domicile

Principal Officer

SHIRLEY MAJOR FRIDAY

Phone

7243018188

Tax Period

2024-01-01 to 2024-12-31

HELENS PLACE FOR PERSONAL CARE, founded in 2014, is a small nonprofit in the Human Services sector that reported $116K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

TO ASSIST MENTAL HEALTH CLIENTELE WITH HOUSING

Program Service Accomplishments

Program 1

Expenses: $88,924 Revenue: $115,557

HOUSING WHICH MET INSPECTION OF REGULATIONS 2600

Program 2

PERSONAL CARE FOR RESIDENTS WHICH INCLUDED HANDS ON ASSISTANCE WITH DAILY NEEDS

Program 3

PROVIDED FOOD INCLUDING SPECIALIZED DIETS

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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 $0

Program Service Revenue $115,557

Investment Income $0

Other Revenue $0

TOTAL REVENUE $115,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,805

Fundraising Expenses $0

Program Expenses $115,299

Other Expenses $91,494

TOTAL EXPENSES $115,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,557	$127,976	-0.1%
Expenses	$115,299	$113,570	+0.0%
Net Income	$258	$14,406	-1.0%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHIRLEY MAJOR FRIDAY	OFFICER	N/A	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
2024	$115,557	$115,299	$61,567	$258
2023	$127,976	$113,570	$61,309	$14,406
2022	$143,751	$138,542	$46,903	$5,209
2021	$131,553	$117,219	$41,694	$14,334
2019	$137,632	$131,242	$15,161	$6,390
2018	$124,465	$117,551	$8,771	$6,914