STEPHY'S PLACE - A NEW LIFE SUPPORT CENTER FOR GRIEF AND LOSS (EIN 474025044) - 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

SHEILA MARTELLO

Phone

7327979739

Tax Period

2024-01-01 to 2024-12-31

STEPHY'S PLACE - A NEW LIFE SUPPORT CENTER FOR GRIEF AND LOSS, founded in 2015, is a small nonprofit in the Mental Health sector that reported $272K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $263K left a modest 3% surplus.

Mission

PROVIDE A SAFE SECURE AND PROFESSIONAL ENVIRONMENT WHERE GRIEVING PEOPLE WILL FIND SUPPORT AND BEGIN THE PROCESS OF HEALING THROUGH PEER EDUCATION AND PROGRAMS THAT THE ORGANIZATION OFFERS.

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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 $270,831

Program Service Revenue $0

Investment Income $7,835

Other Revenue $-6,864

TOTAL REVENUE $271,802

Expense Breakdown

Grants Paid $0

Salaries & Benefits $117,255

Fundraising Expenses $0

Program Expenses $222,406

Other Expenses $145,774

TOTAL EXPENSES $263,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$271,802	$374,279	-0.3%
Expenses	$263,029	$239,073	+0.1%
Net Income	$8,773	$135,206	-0.9%

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

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
KERRY BATTING	BOARD MEMBER	4.00	Director	$0	$0	$0
PETER JARCK	BOARD MEMBER	4.00	Director	$0	$0	$0
JEAN HAGER	BOARD MEMBER	4.00	Director	$0	$0	$0
MEGAN PELINO	BOARD MEMBER	4.00	Director	$0	$0	$0
CHRISTINE HARDMAN O'NEAL	BOARD MEMBER	4.00	Director	$0	$0	$0
PAT WOOTON	VICE PRESIDENT	4.00	Director	$0	$0	$0
KATHY CESARIO	BOARD MEMBER	4.00	Director	$0	$0	$0
SHEILA MARTELLO	PRESIDENT	8.00	Officer	$0	$0	$0
TARA BUTLER	TREASURER	4.00	Officer	$0	$0	$0
PATRICIA MACGREGOR	SECRETARY	4.00	Officer	$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	$271,802	$263,029	$675,312	$8,773
2023	$374,279	$239,073	$619,881	$135,206
2022	$305,448	$245,377	$462,572	$60,071
2021	$314,197	$197,925	$401,475	$116,272
2020	$207,222	$141,916	$287,431	$65,306
2019	$207,766	$132,882	$223,507	$74,884

STEPHY'S PLACE - A NEW LIFE SUPPORT CENTER FOR GRIEF AND LOSS