OUR PLACE OF JEFFERSON COUNTY

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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

2023

Legal Domicile

Principal Officer

CYNTHIA MORRIS

Phone

7406328831

Tax Period

2023-01-01 to 2023-12-31

OUR PLACE OF JEFFERSON COUNTY, founded in 2023, is a micro nonprofit in the Human Services sector that reported $9K in total revenue in fiscal year 2023. The organization ran a surplus of $2K, a strong 26% operating margin.

Mission

OUR PLACE OF JEFFERSON COUNTY SHALL BE A HUB OF RESOURCES, EDUCATION, AND WELLNESS FOR OLDER ADULTS. THE CORPORATION SHALL CONNECT OLDER ADULTS TO COMMUNITY AGENCIES AND EVENTS, SO THAT THEY CAN MAINTAIN AN INDEPENDENT AND FULFILLING LIFESTYLE WHILE HELPING OTHERS.

Program Service Accomplishments

Program 1

Expenses: $3,647 Revenue: $3,515

THE ORGANIZATION PROVIDES FOOD FOR LUNCHEONS AND OTHER ORGANIZED EVENTS FOR ITS MEMBERS. FOOD OR BAKED GOODS CAN BE DONATED AND SOLD AT THE EVENTS.

Program 2

Expenses: $722 Revenue: $0

OUR PLACE OF JEFFERSON COUNTY ORGANIZES HOLIDAY PARTIES FOR THE MEMBERS TO CELEBRATE THE FESTIVE SEASON.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,892

Program Service Revenue $4,013

Investment Income $0

Other Revenue $25

TOTAL REVENUE $8,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,750

Other Expenses $6,568

TOTAL EXPENSES $6,568

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,930	N/A	N/A
Expenses	$6,568	N/A	N/A
Net Income	$2,362	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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY OWENS	PRESIDENT	2.00	Officer	$0	$0	$0
JASON ELLIOTT	VICE PRESIDENT	2.00	Officer	$0	$0	$0
CYNTHIA MORRIS	DIRECTOR	10.00	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	No data	No data	No data	No data
2023	$8,930	$6,568	$2,362	$2,362