THRIVING IN PLACE (EIN 473219728) - 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

2015

Legal Domicile

Principal Officer

Rachel Lovett

Phone

4155938141

Tax Period

2022-08-01 to 2023-07-31

THRIVING IN PLACE, founded in 2015, is a small nonprofit that reported $204K in total revenue in fiscal year 2022. Revenue decreased 9% compared to the prior year. Expenses of $229K exceeded revenue, resulting in a 12% operating deficit.

Mission

The mission of the organization is to promote and provide services and opportunities to seniors and people with disabilities.

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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 $204,098

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $204,098

Expense Breakdown

Grants Paid $121,729

Salaries & Benefits $12,247

Fundraising Expenses $1,224

Program Expenses $221,999

Other Expenses $95,018

TOTAL EXPENSES $228,994

Year-over-Year Comparison

	2022	2021	Change
Revenue	$204,098	$225,177	-0.1%
Expenses	$228,994	$181,791	+0.3%
Net Income	$-24,896	$43,386	-1.6%

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

N/A

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

$7,418

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rachel Lovett	Executive Director	20	Officer	$7,418	$0	$7,418
Joanne Holland	Treasurer	1	Officer Director	$0	$0	$0
Eileen Norman	President and Secretary	3	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
2023	$204,098	$228,994	$192,633	$-24,896
2022	$225,177	$181,791	$217,680	$43,386
2021	$368,545	$291,545	$183,265	$77,000
2020	$245,000	$159,337	$106,315	$85,663

THRIVING IN PLACE