THRIVING IN PLACE

EIN: 473219728 501(c)(3)

San Francisco, CA

Total Revenue
$204,098
Total Expenses
$228,994
Total Assets
$192,633
Net Assets
$192,633
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
CA
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.

Program Service Accomplishments

Program 1
Expenses: $7,505 Revenue: $0

LJ: Palliative Care Work Group Learning Journeys, a project in collaboration with the SF Black, Chinese, and Latinx communities to determine barriers and facilitators for community members to...

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LJ: Palliative Care Work Group Learning Journeys, a project in collaboration with the SF Black, Chinese, and Latinx communities to determine barriers and facilitators for community members to complete advance directives and gain access to palliative care. Thriving in Place is the fiscal sponsor for the Palliative Care Work Group and acted in an advisory role for this project.

Program 2
Expenses: $144,840 Revenue: $203,500

Participatory Community Grantmaking Initiative: A project in collaboration with the Palliative Care Work Group and the SF Black and Chinese communities to partner with community agencies and leaders...

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Participatory Community Grantmaking Initiative: A project in collaboration with the Palliative Care Work Group and the SF Black and Chinese communities to partner with community agencies and leaders to further develop and implement advance care planning interventions including outreach, workshops and materials. Thriving in Place is the fiscal sponsor for this initiative which brings together a coalition of individuals and organizations. Thriving in Places acted in an advisory role for this project.

Program 3
Expenses: $69,654 Revenue: $0

PCWG - Palliative Care Work Group - Support community organizations and health systems with training and culturally relevant tools and resources to help their community members participate in advance...

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PCWG - Palliative Care Work Group - Support community organizations and health systems with training and culturally relevant tools and resources to help their community members participate in advance care planning and access palliative care. PCWG serves individuals who want to learn about or participate in Advance Care Planning and/or access palliative care for themselves, friends, or family members by providing online tools and resources, and connections to community organizations.

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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 (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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Liquidity & Cash Position

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Governance

Voting Members
2
Independent Members
2
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
3
$7,418
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
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
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