WISEPLACE (EIN 951684796) - 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

1924

Legal Domicile

Principal Officer

TIM M JOHNSON

Phone

7145423577

Tax Period

2024-01-01 to 2024-12-31

WISEPLACE, founded in 1924, is a community nonprofit in the Human Services sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 44% operating margin.

Mission

THE ORGANIZATION PROVIDES SERVICES TO HOMELESS WOMEN OVER EIGHTEEN YEARS OF AGE, PRIMARILY IN THE ORANGE COUNTY AREA. THE SERVICES INCLUDE TRANSITIONAL HOUSING AND EMGERGENCY SHELTER, MEALS, CLOTHING, COUNSELING, EMPLOYMENT ASSISTANCE AND REFERRALS TO ALTERNATE COMMUNITY RESOURCES FOR HEALTH, FINANCIAL AND LEGAL NEEDS.

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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 $4,148,422

Program Service Revenue $0

Investment Income $8,887

Other Revenue $94,496

TOTAL REVENUE $4,251,805

Expense Breakdown

Grants Paid $816,001

Salaries & Benefits $899,835

Fundraising Expenses $131,089

Program Expenses $2,144,790

Other Expenses $662,069

TOTAL EXPENSES $2,377,905

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,251,805	$3,265,311	+0.3%
Expenses	$2,377,905	$2,013,562	+0.2%
Net Income	$1,873,900	$1,251,749	+0.5%

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

Volunteers

1385

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

$212,619

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRATEIL AGHASI	CEO	50.00	Officer	$212,619	$0	$212,619
MEG O'TOOLE	Director	2.00	Director	$0	$0	$0
NICOLE MORSE	Director	1.00	Director	$0	$0	$0
MICHELE RYAN	Director	1.00	Director	$0	$0	$0
BYRON P CULP	Director	1.00	Director	$0	$0	$0
LAUREN GREY FLANAGAN	Director	2.00	Director	$0	$0	$0
MIMI LIN	Director	1.00	Director	$0	$0	$0
TAMMY HANSON	Director	2.00	Director	$0	$0	$0
RIA MARIE CARLSON	MARKETING CHAIR	2.00	Officer Director	$0	$0	$0
ASHLEIGH AITKEN	Director	1.00	Director	$0	$0	$0
RUTH COSSIO-MUNIZ	Director	1.00	Director	$0	$0	$0
MATT BAILEY	Secretary	2.00	Officer Director	$0	$0	$0
TIM M JOHNSON	President	1.00	Officer Director	$0	$0	$0
TRACI SHIRACHI	V.P. FINANCE	1.00	Officer Director	$0	$0	$0
CATHY SOLOMON	Director	1.00	Director	$0	$0	$0
NAHAL KAZEMI	V.P. GOVERNANCE	1.00	Officer Director	$0	$0	$0
ERIN GIGLIA	Director	1.00	Director	$0	$0	$0
KHAIRUL CAROL HOTAKI	FUND DEV. CHAIR	1.00	Officer Director	$0	$0	$0
SHANNON CLAIRE LAMB	Director	1.00	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
2024	$4,251,805	$2,377,905	$5,809,001	$1,873,900
2023	$3,265,311	$2,013,562	$5,196,561	$1,251,749
2022	$1,641,591	$1,588,145	$3,356,746	$53,446
2021	$2,271,278	$1,816,782	$3,326,405	$454,496
2020	$3,437,355	$2,776,353	$2,902,913	$661,002
2019	$3,785,850	$3,063,138	$2,191,718	$722,712
2018	$2,564,572	$2,000,776	$1,470,687	$563,796

WISEPLACE