HOME ASSOCIATION OF MCSHERRYSTOWN (EIN 230704898) - 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

1936

Legal Domicile

Principal Officer

ERNEST O HESS

Phone

7176376227

Tax Period

2023-01-01 to 2023-12-31

HOME ASSOCIATION OF MCSHERRYSTOWN, founded in 1936, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $1.6M exceeded revenue, resulting in a 14% operating deficit.

Mission

FRATERNAL ORGANIZATION FOR THE BENEFIT AND ENTERTAINMENT OF THE MEMBERS.

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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 $47,258

Program Service Revenue $16,150

Investment Income $204,877

Other Revenue $1,125,600

TOTAL REVENUE $1,393,885

Expense Breakdown

Grants Paid $0

Salaries & Benefits $718,975

Fundraising Expenses $0

Other Expenses $873,677

TOTAL EXPENSES $1,592,652

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,393,885	$1,650,938	-0.2%
Expenses	$1,592,652	$1,228,647	+0.3%
Net Income	$-198,767	$422,291	-1.5%

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

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
JOHN BRODIE	DIRECTOR	N/A	Director	$0	$0	$0
DONALD COFFMAN	DIRECTOR	N/A	Director	$0	$0	$0
DOUG HARTLAUB	DIRECTOR	N/A	Director	$0	$0	$0
FRANK HIGGINS	DIRECTOR	N/A	Director	$0	$0	$0
DAVID J KEEFER	DIRECTOR	N/A	Director	$0	$0	$0
JIM MILLER	DIRECTOR	N/A	Director	$0	$0	$0
LONNIE MILLHEIM	DIRECTOR	N/A	Director	$0	$0	$0
PATRICK E SANDERS	DIRECTOR	N/A	Director	$0	$0	$0
JERRY TOMECEK	DIRECTOR	N/A	Director	$0	$0	$0
ERNEST O HESS	PRESIDENT	N/A	Officer	$0	$0	$0
KEVIN SMITH	TREASURER	N/A	Officer	$0	$0	$0
STEVEN WRIGHT	SECRETARY	N/A	Officer	$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
2024	No data	No data	No data	No data
2023	$1,393,885	$1,592,652	$5,357,041	$-198,767
2022	$1,650,938	$1,228,647	$5,557,920	$422,291
2021	$1,981,531	$1,116,588	$5,131,457	$864,943
2020	$961,684	$1,066,646	$4,266,130	$-104,962
2019	$1,446,469	$1,377,667	$4,370,146	$68,802
2018	$1,257,569	$1,230,771	$4,301,344	$26,798

HOME ASSOCIATION OF MCSHERRYSTOWN