Josephine's Place Inc (EIN 830994591) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

Sheila Casey

Phone

9084360099

Tax Period

2023-07-01 to 2024-06-30

Josephine's Place Inc, founded in 2018, is a small nonprofit that reported $601K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $231K, a strong 38% operating margin.

Mission

Josephines Place creates a safe, welcoming space where women have access to classes, workshops, and programs that enable them to grow in confidence, develop competencies and life skills, realize their potential, and uplift their families, communities and future generations.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $368,210

Program Service Revenue $0

Investment Income $3,740

Other Revenue $229,443

TOTAL REVENUE $601,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $210,884

Fundraising Expenses $0

Program Expenses $289,949

Other Expenses $159,846

TOTAL EXPENSES $370,730

Year-over-Year Comparison

	2023	2022	Change
Revenue	$601,393	$417,486	+0.4%
Expenses	$370,730	$386,517	0.0%
Net Income	$230,663	$30,969	+6.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$53,846

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeannette Hobson	Chairwoman	2.00	Officer Director	$0	$0	$0
Joanne Holland	Secretary	2.00	Officer Director	$0	$0	$0
Marie Mahony	Treasurer	2.00	Officer Director	$0	$0	$0
Katherine M Lordi Esq	Trustee	2.00	Director	$0	$0	$0
Sr Mary Anne Rattigan	Trustee	2.00	Director	$0	$0	$0
Sr Maureen Sullivan	Trustee	2.00	Director	$0	$0	$0
Yolanda Loften Sims	Trustee	2.00	Director	$0	$0	$0
Donna Rose Kupper	Trustee	2.00	Director	$0	$0	$0
Sheila Casey	Executive Director	40.00	Key Emp	$53,846	$0	$53,846

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
2025	No data	No data	No data	No data
2024	$601,393	$370,730	$775,954	$230,663
2023	$417,486	$386,517	$563,329	$30,969
2022	$444,051	$347,253	$550,297	$96,798
2021	$425,305	$278,340	$494,736	$146,965
2020	$297,807	$301,134	$395,781	$-3,327

Josephine's Place Inc