MONROE PLACE CORPORATION (EIN 030346285) - 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

1995

Legal Domicile

Principal Officer

KIM FITZGERALD

Phone

8026510886

Tax Period

2024-10-01 to 2025-09-30

MONROE PLACE CORPORATION, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $224K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $214K left a modest 5% surplus.

Mission

PROVIDING LOW-COST HOUSING

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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 $135,699

Program Service Revenue $83,737

Investment Income $4,375

Other Revenue $0

TOTAL REVENUE $223,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $213,610

Other Expenses $213,610

TOTAL EXPENSES $213,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$223,811	$181,718	+0.2%
Expenses	$213,610	$174,393	+0.2%
Net Income	$10,201	$7,325	+0.4%

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

$164,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM SAMPSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHEN LEFFLER	MEMBER	1.00	Director	$0	$0	$0
PEG MAFFITT	SECRETARY	1.00	Officer Director	$0	$0	$0
CARROLL OCKERT	MEMBER	1.00	Director	$0	$0	$0
AARON FERENC	TREASURER	1.00	Officer Director	$0	$0	$0
CHOL DHOOR	MEMBER	1.00	Director	$0	$0	$0
GRETA GETLEIN	MEMBER	1.00	Director	$0	$0	$0
NANCY SNYDER	MEMBER	1.00	Director	$0	$0	$0
MARK LEVINE	MEMBER	1.00	Director	$0	$0	$0
SUSAN MCMILLAN	MEMBER	1.00	Director	$0	$0	$0
SARAH MUYSKENS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICIA POMERLEAU	MEMBER	1.00	Director	$0	$0	$0
SUSAN STOCK	MEMBER	1.00	Director	$0	$0	$0
LACEY SMITH	MEMBER	1.00	Director	$0	$0	$0
KIM FITZGERALD	CEO	1.00	Officer	$0	$0	$164,100

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	$223,811	$213,610	$720,796	$10,201
2024	$181,718	$174,393	$694,226	$7,325
2023	$172,078	$158,605	$684,444	$13,473
2022	$158,456	$157,881	$672,118	$575
2021	$154,446	$173,822	$690,477	$-19,376
2020	$146,242	$155,742	$686,510	$-9,500
2019	$150,020	$145,879	$707,065	$4,141
2018	$119,802	$152,108	$693,881	$-32,306

MONROE PLACE CORPORATION