MARGERT COMMUNITY CORPORATION (EIN 112534700) - 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

1980

Legal Domicile

Principal Officer

REV FRANCIS SHANNON

Phone

7184713724

Tax Period

2024-04-01 to 2025-03-31

MARGERT COMMUNITY CORPORATION, founded in 1980, is a community nonprofit in the Housing & Shelter sector that reported $2.7M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

MARGERT COMMUNITY CORPORATION PROVIDES NEIGHBORHOOD PRESERVATION SERVICES, HOUSING ASSISTANCE, AND HOUSING COUNSELING TO LOW-INCOME TENANTS AND HOMEOWNERS, THE ELDERLY, AND PERSONS WITH DISABILITIES.

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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 $2,688,761

Program Service Revenue $11,486

Investment Income $14

Other Revenue $500

TOTAL REVENUE $2,700,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,431,397

Fundraising Expenses $56,273

Program Expenses $2,344,750

Other Expenses $1,262,959

TOTAL EXPENSES $2,694,356

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,700,761	$3,414,888	-0.2%
Expenses	$2,694,356	$3,436,064	-0.2%
Net Income	$6,405	$-21,176	-1.3%

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

$212,483

Total Directors

$212,483

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV FRANCIS SHANNON	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
ADALBERTO MONTERO	VICE CHAIRPERSON	0.50	Officer Director	$0	$0	$0
REV DAVID BERTOLOTTI	DIRECTOR	0.50	Director	$0	$0	$0
DAISIE RODRIGUEZ	DIRECTOR	0.50	Director	$0	$0	$0
VIRGILIA SCHIAVONE	DIRECTOR	0.50	Director	$0	$0	$0
JOSEPH G BARDEN NON-VOTING	SECRETARY/EXECUTIVE DIRECT	35.00	Officer Director	$193,044	$19,439	$212,483
STEPHANIE LAWES	HOUSING DIRECTOR	35.00	Highest	$166,477	$19,464	$185,941
WAYNE MURCHISON	WEATHERIZATION DIRECTOR	35.00	Highest	$132,491	$38,523	$171,014
KANDLSON ESTEPHANE	PRODUCTION COORDINATOR	35.00	Highest	$133,088	$55,360	$188,448
JULISSA ARIAS	INTAKE SUPERVISOR	35.00	Highest	$105,250	$19,377	$124,627

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	$2,700,761	$2,694,356	$3,226,223	$6,405
2024	$3,414,888	$3,436,064	$3,087,939	$-21,176
2023	$3,233,654	$3,260,063	$3,529,623	$-26,409
2022	$2,086,587	$1,962,297	$3,330,961	$124,290
2021	$1,739,214	$1,680,425	$2,938,671	$58,789
2020	$1,521,711	$1,549,861	$2,742,478	$-28,150
2019	$1,933,488	$1,898,361	$2,955,441	$35,127
2018	$1,751,369	$1,798,519	$3,051,513	$-47,150

MARGERT COMMUNITY CORPORATION