Recovery Santa Barbara Inc

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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

2018

Legal Domicile

Principal Officer

Courtney M Tracy

Phone

9493787753

Tax Period

2019-01-01 to 2019-12-31

Recovery Santa Barbara Inc, founded in 2018, is a small nonprofit in the Housing & Shelter sector that reported $244K in total revenue in fiscal year 2019. Expenses of $231K left a modest 6% surplus.

Mission

To provide housing for disabled individuals

Program Service Accomplishments

Program 1

Expenses: $207,330 Revenue: $210,686

Provided housing for those in need working on their mental health and/or substance abuse issues.

Program 2

Expenses: $0 Revenue: $0

Hosted and marketed AA and other recovery type meetings for residence and the community.

Program 3

Expenses: $0 Revenue: $0

Improved the responsibility and independent living for our residents through the execution of chores, community, and accountability.

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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 (2019)

Revenue Breakdown

Contributions & Grants $33,500

Program Service Revenue $210,686

Investment Income $0

Other Revenue $0

TOTAL REVENUE $244,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,891

Fundraising Expenses $0

Program Expenses $207,330

Other Expenses $227,701

TOTAL EXPENSES $230,592

Year-over-Year Comparison

	2019	2018	Change
Revenue	$244,186	N/A	N/A
Expenses	$230,592	N/A	N/A
Net Income	$13,594	N/A	N/A

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
Max J Tracy	Secretary	40.00	Officer Director	$0	$0	$0
Courtney M Tracy	CEO/CFO	40.00	Officer Director	$0	$0	$0
Trever Roberts	Director	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
2019	$244,186	$230,592	$65,226	$13,594