MONROE JOINT VENTURE INC D/B/A ST CLARE FRIEDENSHEIM (EIN 311663896) - 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

1999

Legal Domicile

Principal Officer

MATT STREIFF

Phone

6085272126

Tax Period

2023-07-01 to 2024-06-30

MONROE JOINT VENTURE INC D/B/A ST CLARE FRIEDENSHEIM, founded in 1999, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $2.1M left a modest 13% surplus.

Mission

TO OPERATE AN ASSISTED LIVING APARTMENT FACILITY DESIGNED TO MEET THE VARIOUS PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL, AND SIMILAR NEEDS FOR THE ELDERLY AT THEIR VARYING LEVELS OF 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 (2023)

Revenue Breakdown

Contributions & Grants $250

Program Service Revenue $2,141,816

Investment Income $211,170

Other Revenue $21,799

TOTAL REVENUE $2,375,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $951,443

Fundraising Expenses $0

Program Expenses $1,902,629

Other Expenses $1,113,631

TOTAL EXPENSES $2,065,074

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,375,035	$1,725,969	+0.4%
Expenses	$2,065,074	$2,018,096	+0.0%
Net Income	$309,961	$-292,127	-2.1%

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

$81,443

Total Directors

$173,160

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WICKLINE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JANE CURRAN-MEULI	DIRECTOR	1.00	Director	$0	$0	$0
TONY GRATZ	DIRECTOR	1.00	Director	$0	$0	$0
REV MICHAEL TODD HACKMAN	DIRECTOR	1.00	Director	$0	$0	$0
JILL KLOSSNER	DIRECTOR	1.00	Director	$0	$0	$0
MATT STREIFF	DIRECTOR	1.00	Director	$0	$30,330	$173,160
KARRISA CUPPS	RCAC ADMIN	40.00	Officer	$0	$28,149	$81,443

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	No data	No data	No data	No data
2024	$2,375,035	$2,065,074	$3,486,795	$309,961
2023	$1,725,969	$2,018,096	$3,347,613	$-292,127
2022	$890,478	$1,929,325	$3,701,146	$-1,038,847
2021	$1,650,637	$1,846,227	$4,016,421	$-195,590
2020	$1,712,066	$1,747,124	$3,749,879	$-35,058
2019	$1,531,462	$1,715,224	$3,972,341	$-183,762
2018	$1,670,902	$1,721,727	$4,313,131	$-50,825

MONROE JOINT VENTURE INC D/B/A ST CLARE FRIEDENSHEIM