MENORAH PLAZA HOUSING CORPORATION (EIN 363512438) - 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

1987

Legal Domicile

Principal Officer

JIM NEWBROUGH

Phone

9529356311

Tax Period

2023-10-01 to 2024-09-30

Mission

LOW-INCOME HOUSING.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,735

Other Expenses $28,757

TOTAL EXPENSES $28,757

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	$12,409,891	-1.0%
Expenses	$28,757	$1,722,453	-1.0%
Net Income	N/A	$10,687,438	N/A

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

$949,585

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MACDONALD	PRESIDENT	1.00	Officer Director	$0	$0	$0
JON GORDON	VICE PRESIDENT/SECRETARY -THRU 2/24	1.00	Officer Director	$0	$0	$0
DAVID NIRENSTEIN	TREASURER	1.00	Officer Director	$0	$0	$0
JERRY RUDICK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL BENENSON	DIRECTOR	1.00	Director	$0	$0	$0
DOUG WEISSMAN	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN HELD	DIRECTOR	1.00	Director	$0	$0	$0
BARB KLICK	CEO	5.00	Officer	$0	$22,194	$419,730
JIM NEWBROUGH	CEO	5.00	Officer	$0	$0	$0
DAVID BERRYMAN	CFO	5.00	Officer	$0	$17,686	$272,471
ANN THOLE	COO	5.00	Officer	$0	$7,894	$257,384

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	$28,757	$11,205,238	No data
2023	$12,409,891	$1,722,453	$10,563,052	$10,687,438
2022	$1,900,550	$2,045,407	$4,723,708	$-144,857
2021	$2,039,117	$2,158,063	$5,115,563	$-118,946
2020	$1,865,283	$1,961,130	$5,498,080	$-95,847
2019	$1,899,233	$1,993,864	$5,635,638	$-94,631
2018	$2,399,473	$2,345,024	$6,046,852	$54,449

MENORAH PLAZA HOUSING CORPORATION