MIZPAH ASSISTED LIVING SERVICES (EIN 431744746) - 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

2000

Legal Domicile

Principal Officer

BILL HOLMAN

Phone

3147260111

Tax Period

2023-06-01 to 2024-05-31

MIZPAH ASSISTED LIVING SERVICES, founded in 2000, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $1.6M exceeded revenue, resulting in a 18% operating deficit.

Mission

ASSISTED LIVING FOR THE ELDERLY

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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 $373,386

Program Service Revenue $991,210

Investment Income $9,069

Other Revenue $7,554

TOTAL REVENUE $1,381,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $762,400

Fundraising Expenses $0

Program Expenses $1,278,188

Other Expenses $870,120

TOTAL EXPENSES $1,632,520

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,381,219	$1,181,804	+0.2%
Expenses	$1,632,520	$1,399,017	+0.2%
Net Income	$-251,301	$-217,213	+0.2%

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

$1,244,627

Total Directors

$658,290

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL HOLMAN	CHAIR/PRESIDENT/CEO	1.00	Officer Director	$0	$44,911	$466,525
MAUREEN DUNN	CPSO/BOARD MEMBER	1.00	Officer Director	$0	$13,835	$191,765
KIMBERLY COOPER	SECRETARY	1.00	Officer Director	$0	$0	$0
JANET LEIGH	CDO	0.00	Officer	$0	$1,191	$133,683
JOSEPH GIRARDI	CFO	1.00	Officer	$0	$20,491	$286,868
SUSAN LEONARD	CIO	1.00	Officer	$0	$13,375	$165,786

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	$1,381,219	$1,632,520	$1,709,063	$-251,301
2023	$1,181,804	$1,399,017	$1,457,703	$-217,213
2022	$1,132,686	$1,416,386	$1,466,209	$-283,700
2021	$1,429,621	$1,514,851	$1,592,772	$-85,230
2020	$1,373,928	$1,472,392	$1,695,422	$-98,464
2019	$1,555,965	$1,451,653	$1,799,913	$104,312
2018	$1,469,020	$1,303,750	$1,963,234	$165,270

MIZPAH ASSISTED LIVING SERVICES