MARY BRYANT HOME ASSOCIATION (EIN 370673464) - 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

1946

Legal Domicile

Principal Officer

MISTY DUNCAN

Phone

2175291611

Tax Period

2024-04-01 to 2025-03-31

MARY BRYANT HOME ASSOCIATION, founded in 1946, is a community nonprofit in the Human Services sector that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $878K, a strong 31% operating margin.

Mission

TO PROVIDE A HOME FOR THE VISUALLY IMPAIRED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $264,107

Program Service Revenue $2,014,288

Investment Income $550,495

Other Revenue $13,087

TOTAL REVENUE $2,841,977

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,314,200

Fundraising Expenses $53,723

Program Expenses $1,574,595

Other Expenses $649,343

TOTAL EXPENSES $1,963,543

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,841,977	$2,026,523	+0.4%
Expenses	$1,963,543	$1,842,218	+0.1%
Net Income	$878,434	$184,305	+3.8%

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

$138,749

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA MCLAUGHLIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE FRANKENSTEIN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TOM WOOLSEY	SECRETARY	2.00	Officer Director	$0	$0	$0
MARK CULLEN	TREASURER	4.00	Officer Director	$0	$0	$0
FRANK DARNEILLE	ASSISTANT TREASURER / TRUSTEE	4.00	Officer Director	$0	$0	$0
JANICE THOMAS	TRUSTEE	2.00	Director	$0	$0	$0
HOWARD THOMAS	TRUSTEE	2.00	Director	$0	$0	$0
GAYLE WORKMAN	TRUSTEE	2.00	Director	$0	$0	$0
JESSE ROGERS	TRUSTEE	2.00	Director	$0	$0	$0
TOM WATGEN	TRUSTEE	2.00	Director	$0	$0	$0
JERRY CURRY	EXECUTIVE DIRECTOR	40.00	Officer	$74,601	$0	$74,601
MISTY DUNCAN	ASSISTANT EXECUTIVE DIRECTOR	40.00	Officer	$64,148	$0	$64,148

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	$2,841,977	$1,963,543	$5,805,051	$878,434
2024	$2,026,523	$1,842,218	$4,926,838	$184,305
2023	$2,403,031	$1,792,308	$4,742,484	$610,723
2022	$2,440,156	$1,570,256	$4,276,927	$869,900
2021	$2,334,109	$1,426,824	$3,644,819	$907,285

MARY BRYANT HOME ASSOCIATION