MENNONITE HOME ASSOCIATION INC (EIN 430730924) - 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

1957

Legal Domicile

Principal Officer

KERRI LAUTERBACH

Phone

5732216000

Tax Period

2023-10-01 to 2024-09-30

MENNONITE HOME ASSOCIATION INC, founded in 1957, is a community nonprofit in the Health Care sector that reported $9.2M in total revenue in fiscal year 2023.

Mission

MENNONITE HOME ASSOCIATION PROVIDES QUALITY CARE IN A SUPPORTIVE CHRISTIAN COMMUNITY.

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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 $79,601

Program Service Revenue $8,425,240

Investment Income $0

Other Revenue $690,314

TOTAL REVENUE $9,195,155

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,427,903

Fundraising Expenses $0

Program Expenses $7,889,691

Other Expenses $3,750,967

TOTAL EXPENSES $9,178,870

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,195,155	$8,972,005	+0.0%
Expenses	$9,178,870	$8,842,834	+0.0%
Net Income	$16,285	$129,171	-0.9%

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

283

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

$169,961

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL SMITH	CHAIRMAN	0.50	Officer Director	$0	$0	$0
MARK ALBEE	DIRECTOR	0.50	Director	$0	$0	$0
CLAY THORNBURG	DIRECTOR (TERM ENDED 7/24)	0.50	Director	$0	$0	$0
SUSAN TATE	DIRECTOR	0.50	Director	$0	$0	$0
SHAWN JANES	DIRECTOR	0.50	Director	$0	$0	$0
KERRI LAUTERBACH	CEO	30.00	Officer	$143,287	$26,674	$169,961

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	$9,195,155	$9,178,870	$5,691,740	$16,285
2023	$8,972,005	$8,842,834	$5,519,530	$129,171
2022	$7,691,333	$8,044,932	$5,388,150	$-353,599
2021	$8,467,603	$8,998,731	$5,824,256	$-531,128
2020	$8,565,230	$9,069,361	$6,449,991	$-504,131
2019	$8,159,251	$8,290,032	$6,528,247	$-130,781
2018	$7,660,309	$8,024,653	$6,647,237	$-364,344

MENNONITE HOME ASSOCIATION INC