MIDLAND EMPIRE RESOURCES FOR INDEP… - Form 990 Financial Data

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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

1994

Legal Domicile

Principal Officer

JULIE EDLUND

Phone

8162798558

Tax Period

2023-07-01 to 2024-06-30

MIDLAND EMPIRE RESOURCES FOR INDEPENDENT LIVING INC (MERIL), founded in 1994, is a community nonprofit that reported $4.9M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $7.1M exceeded revenue, resulting in a 46% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS THE ELIMINATION OF PHYSICAL, ATTITUDINAL AND SYSTEMIC BARRIERS AFFECTING PEOPLE WITH DISABILIITIES SO THAT ALL INDIVIDUALS, WITH OR WITHOUT A DISABILITY, ARE FREE TO LIVE AS INDEPENDENTLY AS THEY CHOOSE.

Program Service Accomplishments

Program 1

Expenses: $6,033,985 Revenue: $2,748,245

CONSUMER DIRECTED SERVICES THAT ALLOW FOR THE PROVISION OF PERSONAL CARE ATTENDANT SERVICES TO INDIVIDUALS WHO MAY OTHERWISE HAVE TO LIVE IN A NURSING HOME OR OTHER INSTITUTIONAL SETTING. INDEPENDENT LIVING SERVICES THAT ASSISTS PERSONS WITH DISABILITIES TO GAIN INDEPENDENCE THROUGH ADVOCACY, TRAINING, INFORMATION AND REFERRALS. INDIVIDUALS ALSO RECEIVED ASSISTANCE IN ORDER TO ACQUIRE MATERIALS OR IMPROVE CONDITIONS THAT WILL ALLOW THEM TO BE LESS DEPENDENT UPON OTHERS.

Program 2

Expenses: $386,799 Revenue: $462,594

THE IN-HOME PROGRAM ALLOWS MERIL'S LICENSED NURSES TO HELP WITH MEDICATION SETUPS, DIABETIC NAIL CARE, SKIN MONITORING, AND VITAL SIGN CHECKS. MERIL'S TRAINED PERSONAL CARE ATTENDANTS (PCAS) ASSIST PARTICIPANTS WITH PERSONAL CARE TASKS, SUCH AS COOKING, CLEANING, SHOPPING, AND BATHING.

Program 3

Expenses: $194,489 Revenue: $2,122

INDEPENDENT LIVING PROGRAM IS DESIGNED TO HELP INDIVIDUALS WITH DISABILITIES LIVE INDEPENDENTLY AS POSSIBLE AND PARTICIPATE AS THEY CHOOSE IN THE COMMUNITY. CLIENTS DO THIS BY ACCESSING ONE OR MORE OF THE FIVE CORE SERVICES: ADVOCACY, INDEPENDENT LIVING SKILLS TRAINING, INFORMATION AND REFERRAL, PEER SUPPORT, AND TRANSITION SERVICES.

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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 $285,944

Program Service Revenue $3,231,886

Investment Income $1,370,427

Other Revenue $2,911

TOTAL REVENUE $4,891,168

Expense Breakdown

Grants Paid $3,923,002

Salaries & Benefits $850,987

Fundraising Expenses $0

Program Expenses $6,632,224

Other Expenses $2,344,500

TOTAL EXPENSES $7,118,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,891,168	$3,788,914	+0.3%
Expenses	$7,118,489	$3,738,031	+0.9%
Net Income	$-2,227,321	$50,883	-44.8%

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

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

$29,365

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY BRAVO	CHAIR	2.00	Officer Director	$0	$0	$0
KELLY NAROWSKI	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CHRIS FAGAN	SECRETARY	2.00	Officer Director	$0	$0	$0
KATIE CAROLUS	DIRECTOR	2.00	Director	$0	$0	$0
BILL MCCAMMON	DIRECTOR	2.00	Director	$0	$0	$0
KLECI MOSS	DIRECTOR	2.00	Director	$0	$0	$0
KENTON RANDOLPH	DIRECTOR	2.00	Director	$0	$0	$0
KIM WRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT HONAN	CEO	40.00	Officer	$10,904	$0	$10,904
DEANN YOUNG	INTERIM CEO	40.00	Officer	$17,723	$738	$18,461

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	$4,891,168	$7,118,489	No data	$-2,227,321
2023	$3,788,914	$3,738,031	$2,441,618	$50,883
2022	$3,333,587	$3,353,398	$2,125,982	$-19,811
2021	$3,736,527	$3,309,595	$2,578,319	$426,932
2020	$3,397,992	$3,522,522	$2,749,622	$-124,530
2019	$3,890,724	$3,527,372	$2,772,334	$363,352
2018	$3,763,949	$3,633,896	$2,532,305	$130,053

MIDLAND EMPIRE RESOURCES FOR INDEPENDENT LIVING INC (MERIL)