KATIES PLACE CLUBHOUSE (EIN 873298132) - 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

2021

Legal Domicile

Principal Officer

SARAH WODDER

Phone

5703486100

Tax Period

2024-07-01 to 2025-06-30

KATIES PLACE CLUBHOUSE, founded in 2021, is a small nonprofit in the Mental Health sector that reported $364K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum.

Mission

KATIE'S PLACE CLUBHOUSE OFFERS PEOPLE LIVING WITH MENTAL HEALTH ILLNESS HOPE FOR RECOVERY AND OPPORTUNITY TO FULLY PARTICIPATE AS RESPECTED AND VALUED MEMBERS OF SOCIETY.

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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 $81,078

Program Service Revenue $273,827

Investment Income $0

Other Revenue $9,468

TOTAL REVENUE $364,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $267,709

Fundraising Expenses $0

Program Expenses $343,942

Other Expenses $107,289

TOTAL EXPENSES $374,998

Year-over-Year Comparison

	2024	2023	Change
Revenue	$364,373	$262,562	+0.4%
Expenses	$374,998	$243,243	+0.5%
Net Income	$-10,625	$19,319	-1.5%

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

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

$221,878

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OWEN DOUGHERTY	PRESIDENT	1.00	Officer Director	$0	$0	$0
KAREN CLIFFORD	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
ED SHOENER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
SARAH SHOENER	DIRECTOR	1.00	Director	$0	$0	$0
ATTY JERRY MUSHENO	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA DALGIN	DIRECTOR	1.00	Director	$0	$0	$0
MONICA MONGIELLO	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER NELSONS	DIRECTOR	1.00	Director	$0	$0	$0
TIM WALSH	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE WEINSCHENK	DIRECTOR	1.00	Director	$0	$0	$0
ALEX WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH WODDER	PRESIDENT AND CEO	1.00	Officer	$0	$15,138	$221,878

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	$364,373	$374,998	$104,706	$-10,625
2024	$262,562	$243,243	$76,121	$19,319
2023	$196,190	$190,800	$53,934	$5,390

KATIES PLACE CLUBHOUSE