METEC (EIN 371410246) - 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

2001

Legal Domicile

Phone

3096763832

Tax Period

2023-01-01 to 2023-12-31

METEC, founded in 2001, is a small nonprofit in the Religion sector that reported $921K in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $783K left a modest 15% surplus.

Mission

METEC'S MISSION IS EMPOWERING INDIVIDUALS TO IMPROVE THEIR FINANCIAL WELL-BEING THROUGH HOUSING COUNSELING, CREDIT COUNSELING, HOME OWNERSHIP, AND EMPLOYMENT.

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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 $1,491

Program Service Revenue $919,559

Investment Income $236

Other Revenue $0

TOTAL REVENUE $921,286

Expense Breakdown

Grants Paid $0

Salaries & Benefits $271,092

Fundraising Expenses $8,879

Program Expenses $694,867

Other Expenses $512,043

TOTAL EXPENSES $783,135

Year-over-Year Comparison

	2023	2022	Change
Revenue	$921,286	$673,976	+0.4%
Expenses	$783,135	$588,446	+0.3%
Net Income	$138,151	$85,530	+0.6%

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

$61,040

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE HUDELSON-SCHMIDGALL	Executive Dir.	40.00	Officer	$61,040	$0	$61,040
MARIA WARNER	Director	1.00	Director	$0	$0	$0
TERI SHEPHERD	Director	1.00	Director	$0	$0	$0
KRISTIE ADAMS	Director	1.00	Director	$0	$0	$0
VASHTI SCHWARZ	Director	1.00	Director	$0	$0	$0
LATOYA BROWN	Director	1.00	Director	$0	$0	$0
BOB KAISER	Director	1.00	Director	$0	$0	$0
DEBRA SCHAUMANN	Director	1.00	Director	$0	$0	$0
LESLIE VALLAR	President	2.00	Officer Director	$0	$0	$0
CATHERINE FABIAN	Director	1.00	Director	$0	$0	$0
BECKY ROSSMAN	Director	1.00	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	$921,286	$783,135	$478,458	$138,151
2022	$673,976	$588,446	$900,430	$85,530
2021	$287,823	$309,097	$678,118	$-21,274
2020	$345,235	$320,853	$394,013	$24,382
2019	$254,712	$278,341	$224,495	$-23,629
2018	$344,736	$319,111	$201,420	$25,625

METEC