THE MEADOWS AT MIDDLE SETTLEMENT (EIN 161009798) - 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

1970

Legal Domicile

Principal Officer

MICHAEL SWEENEY

Phone

3152357120

Tax Period

2019-04-01 to 2020-03-31

THE MEADOWS AT MIDDLE SETTLEMENT, founded in 1970, is a small nonprofit that reported $771K in total revenue in fiscal year 2019. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $488K, a strong 63% operating margin.

Mission

THE ORGANIZATION PROVIDES LOW INCOME HOUSING FOR THE ELDERLY WHILE PROMOTING INDEPENDENCE.

🔒

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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $110,745

Investment Income $593,843

Other Revenue $66,830

TOTAL REVENUE $771,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,706

Fundraising Expenses $0

Program Expenses $195,948

Other Expenses $244,255

TOTAL EXPENSES $282,961

Year-over-Year Comparison

	2019	2018	Change
Revenue	$771,418	$400,055	+0.9%
Expenses	$282,961	$483,853	-0.4%
Net Income	$488,457	$-83,798	-6.8%

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

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

$400,791

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIANNE BREEN	DIRECTOR	0.20	Director	$0	$0	$0
DEBORAH MILLS	DIRECTOR	0.20	Director	$0	$0	$0
DR ROGER BRESLOW	DIRECTOR	0.20	Director	$0	$0	$0
JAY WILLIAMS	SECRETARY	0.20	Officer Director	$0	$0	$0
JEFF KANE	DIRECTOR	0.20	Director	$0	$0	$0
JERRY BURKE	VICE-CHAIRMAN	0.20	Officer Director	$0	$0	$0
LINDA VOCE	CHAIRPERSON	0.20	Officer Director	$0	$0	$0
MARIE ABRAHAM	DIRECTOR	0.20	Director	$0	$0	$0
GREGORY MAY	TREASURER	0.20	Officer Director	$0	$0	$0
PHILIP WILLIAMS	DIRECTOR	0.20	Director	$0	$0	$0
RICK RIGGLE	DIRECTOR	0.20	Director	$0	$0	$0
ROBERT OHMANN	DIRECTOR	0.20	Director	$0	$0	$0
ROGER WILLIAMS	DIRECTOR	0.20	Director	$0	$0	$0
STEVEN CRANE	DIRECTOR	0.20	Director	$0	$0	$0
MICHAEL SWEENEY	CEO	1.00	Officer	$0	$26,506	$271,439
ROXANNE COTTER	CFO	1.00	Officer	$0	$4,807	$129,352

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
2020	$771,418	$282,961	$84,081	$488,457
2019	$400,055	$483,853	$2,256,552	$-83,798
2018	$2,162,395	$695,278	$2,284,462	$1,467,117

THE MEADOWS AT MIDDLE SETTLEMENT