METZENBAUM SHELTERED INDUSTRIES INC (EIN 341100179) - 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

1969

Principal Officer

JOHN HENRY YODER

Phone

4405641027

Tax Period

2023-01-01 to 2023-12-31

METZENBAUM SHELTERED INDUSTRIES INC, founded in 1969, is a community nonprofit in the Employment sector that reported $1.7M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.9M exceeded revenue, resulting in a 10% operating deficit.

Mission

PROVIDE VOCATIONAL OPPORTUNITIES FOR APPROXIMATELY 200 INDIVIDUALS WITH MENTAL RETARDATION OR DEVELOPMENTAL DISABILITIES WHO LIVE IN GEAUGA COUNTY, OHIO.

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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 $490,133

Program Service Revenue $1,161,982

Investment Income $428

Other Revenue $30,302

TOTAL REVENUE $1,682,845

Expense Breakdown

Grants Paid $0

Salaries & Benefits $970,750

Fundraising Expenses $0

Program Expenses $1,371,223

Other Expenses $883,167

TOTAL EXPENSES $1,853,917

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,682,845	$1,509,554	+0.1%
Expenses	$1,853,917	$1,584,928	+0.2%
Net Income	$-171,072	$-75,374	+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

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

$84,438

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN HENRY YODER	CHAIRPERSON	N/A	Officer Director	$0	$0	$0
JOANN BRACE	1ST VICE CHA	N/A	Officer Director	$0	$0	$0
SUSAN RICE	DIRECTOR	N/A	Director	$0	$0	$0
RANDI MORSE	DIRECTOR	N/A	Director	$0	$0	$0
PETER TOLAN	2ND VICE CHA	N/A	Director	$0	$0	$0
PERRY MILLER	DIRECTOR	N/A	Director	$0	$0	$0
JAMES GRONER	EXECUTIVE DI	40.00	Officer	$80,966	$3,472	$84,438
ASHLEY BRZOZOWSKI	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$1,682,845	$1,853,917	$740,095	$-171,072
2022	$1,509,554	$1,584,928	$546,290	$-75,374
2021	$1,537,846	$1,675,941	$621,114	$-138,095
2020	$1,784,507	$1,770,401	$656,175	$14,106
2019	$2,163,476	$2,280,119	$623,258	$-116,643
2018	$2,392,936	$2,647,091	$815,671	$-254,155

METZENBAUM SHELTERED INDUSTRIES INC