SAMMYS PLACE (EIN 721615153) - 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

2007

Legal Domicile

Principal Officer

Vicki Chase

Phone

5039701022

Tax Period

2024-01-01 to 2024-12-31

SAMMYS PLACE, founded in 2007, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 542% from the prior year, signaling strong growth momentum. The organization ran a surplus of $908K, a strong 65% operating margin.

Mission

Sammy's Place is also a 501(c)(3) nonprofit organization serving Oregon's North Coast. As an organization we seek to create new opportunities on the Oregon Coast so everyone can fully participate and thrive in their community of choice. Our values root us in the belief that every one of us has something unique to contribute to their community and we celebrate the unique strengths of every individual.

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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 $1,377,291

Program Service Revenue $0

Investment Income $11,756

Other Revenue $0

TOTAL REVENUE $1,389,047

Expense Breakdown

Grants Paid $0

Salaries & Benefits $42,947

Fundraising Expenses $0

Program Expenses $481,252

Other Expenses $438,305

TOTAL EXPENSES $481,252

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,389,047	$216,316	+5.4%
Expenses	$481,252	$174,907	+1.8%
Net Income	$907,795	$41,409	+20.9%

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

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
Paul Peterson	Board Member	2	Director	$0	$0	$0
Dan Haag	Board Member	2	Director	$0	$0	$0
Kathy Jean Krywnak	Board Member	2	Director	$0	$0	$0
Dan Johnson	Board Member	2	Director	$0	$0	$0
Leah Halstead	President	5	Officer	$0	$0	$0
Rebecca Spencer	Secretary	5	Officer	$0	$0	$0
Vicki Chase	Treasurer	5	Officer	$0	$0	$0
Chantelle Brown	Vice President	5	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	$1,389,047	$481,252	$1,238,385	$907,795
2023	$216,316	$174,907	$380,324	$41,409

SAMMYS PLACE