MULBERRY MANOR INC (EIN 061772101) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Principal Officer

DEBBIE STEPHENS

Phone

3045257851

Tax Period

2022-07-01 to 2023-06-30

MULBERRY MANOR INC, founded in 2006, is a micro nonprofit in the Housing & Shelter sector that reported $46K in total revenue in fiscal year 2022. Revenue surged 43% from the prior year, signaling strong growth momentum. Net assets of $476K represent 124 months of operating reserves.

Mission

TO PROVIDE SAFE AND AFFORDABLE HOUSING TO LOW INCOME, MENTALLY ILL INDIVIDUALS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $35,222

Program Service Revenue $10,877

Investment Income $28

Other Revenue $0

TOTAL REVENUE $46,127

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,946

Fundraising Expenses $0

Program Expenses $33,795

Other Expenses $45,364

TOTAL EXPENSES $50,310

Year-over-Year Comparison

	2022	2021	Change
Revenue	$46,127	$32,314	+0.4%
Expenses	$50,310	$54,874	-0.1%
Net Income	$-4,183	$-22,560	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBBIE STEPHENS	CHAIR	N/A	Officer Director	$0	$0	$0
CONNIE CHAPMAN	VICE-CHAIR	N/A	Officer Director	$0	$0	$0
KRISTIE MOTLEY	TREASURER	N/A	Officer Director	$0	$0	$0
WILLIAM MULLETT	SECRETARY	N/A	Officer Director	$0	$0	$0
FRANK MARKUN	MEMBER	N/A	Director	$0	$0	$0
JEANETTE BARKER-PERDUE	MEMBER	N/A	Director	$0	$0	$0
LISA ZAPPIA	MEMBER	N/A	Director	$0	$0	$0
CRAIG ZAPPIN	MEMBER	N/A	Director	$0	$0	$0
NATALIE ERLENWEIN	FORMER TREAS	N/A	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
2023	$46,127	$50,310	$510,953	$-4,183
2022	$32,314	$54,874	$519,452	$-22,560
2021	$31,416	$54,157	$536,394	$-22,741
2020	$39,052	$61,547	$553,494	$-22,495
2019	$54,732	$62,002	$573,082	$-7,270

MULBERRY MANOR INC