MOUNT PLEASANT HOME INC (EIN 042103822) - 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

1901

Legal Domicile

Principal Officer

KATHLEEN SEAMAN

Phone

6175227600

Tax Period

2023-01-01 to 2023-12-31

MOUNT PLEASANT HOME INC, founded in 1901, is a community nonprofit that reported $5.5M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $4.8M left a modest 14% surplus.

Mission

THE MISSION OF MOUNT PLEASANT HOME IS TO PROVIDE HOUSING AND SERVICE OPTIONS FOR ELDERS WITH EMPHASIS ON SERVING A DIVERSE POPULATION AND GIVING PRIORITY TO THOSE WITH LIMITED FINANCIAL RESOURCES AND INADEQUATE SUPPORT SYSTEMS.

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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 $535,279

Program Service Revenue $4,746,677

Investment Income $9,737

Other Revenue $207,425

TOTAL REVENUE $5,499,118

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,468,497

Fundraising Expenses $0

Program Expenses $4,228,192

Other Expenses $2,285,572

TOTAL EXPENSES $4,754,069

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,499,118	$4,839,745	+0.1%
Expenses	$4,754,069	$4,323,484	+0.1%
Net Income	$745,049	$516,261	+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

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

$346,954

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN MATERSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
ALVIN SHIGGS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GREGORY BATSEVITSKY	TREASURER	2.00	Officer Director	$0	$0	$0
NINA LEV	CLERK	2.00	Officer Director	$0	$0	$0
PRISCILLA ELLIS	DIRECTOR	2.00	Director	$0	$0	$0
KAREN RIDGLEY	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN M MCDERMOTT	DIRECTOR	2.00	Director	$0	$0	$0
CAREN SILVERLIEB	DIRECTOR	2.00	Director	$0	$0	$0
CANDACE CHANG	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN SEAMAN	EXECUTIVE DIRECTOR	40.00	Officer	$180,575	$17,593	$198,168
TANYA LIVINGSTON	DIRECTOR OF ADMIN AND FINANCE	40.00	Officer	$133,498	$15,288	$148,786

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	$5,499,118	$4,754,069	$18,246,059	$745,049
2022	$4,839,745	$4,323,484	$17,559,097	$516,261
2021	$3,929,589	$3,910,133	$17,408,926	$19,456
2020	$4,301,452	$3,997,284	$17,766,916	$304,168
2019	$3,394,164	$3,493,606	$17,067,935	$-99,442
2018	$3,104,871	$3,385,520	$17,372,737	$-280,649

MOUNT PLEASANT HOME INC