MERCY HOUSING MIDWEST (EIN 470772351) - 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

1993

Legal Domicile

Principal Officer

SHELLY MARQUEZ

Phone

3038303300

Tax Period

2023-01-01 to 2023-12-31

MERCY HOUSING MIDWEST, founded in 1993, is a community nonprofit in the Housing & Shelter sector that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 42% operating margin.

Mission

TO DEVELOP LOW-INCOME HOUSING AND PROVIDE SERVICES TO LOW-INCOME FAMILIES, ELDERLY, HANDICAPPED, HOMELESS, POTENTIALLY HOMELESS, OR OTHERWISE DISADVANTAGED PERSONS

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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 $664,834

Program Service Revenue $2,168,123

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,832,957

Expense Breakdown

Grants Paid $500,000

Salaries & Benefits $0

Fundraising Expenses $185,131

Program Expenses $1,185,854

Other Expenses $1,139,555

TOTAL EXPENSES $1,639,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,832,957	$1,495,893	+0.9%
Expenses	$1,639,555	$1,086,274	+0.5%
Net Income	$1,193,402	$409,619	+1.9%

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

N/A

Employees

N/A

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

$1,703,407

Total Directors

$839,644

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KASSIDI BOENING	VICE PRESIDENT	1.00	Officer Director	$0	$28,632	$172,676
MELISSA CLAYTON	VICE PRESIDENT	1.00	Officer Director	$0	$33,798	$299,520
SHELLY MARQUEZ	PRESIDENT	1.00	Officer Director	$0	$25,412	$269,145
BRUCE SAAB	VICE PRESIDENT (UNTIL 10/23)	1.00	Officer Director	$0	$13,324	$98,303
CHAD PAYNE	TREASURER	1.00	Officer	$0	$8,496	$200,685
ELLEN ABRAMS	VICE PRESIDENT	1.00	Officer	$0	$22,735	$118,750
JOANNA CROSBY	VICE PRESIDENT	1.00	Officer	$0	$9,802	$124,515
JOE ROSENBLUM	SECRETARY	1.00	Officer	$0	$10,201	$232,549
KUHL BROWN	VICE PRESIDENT	1.00	Officer	$0	$34,402	$187,264

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	$2,832,957	$1,639,555	$6,405,831	$1,193,402
2022	$1,495,893	$1,086,274	$5,336,488	$409,619
2021	$1,299,347	$1,264,599	$1,463,827	$34,748
2020	$1,282,225	$1,303,675	$1,078,598	$-21,450
2019	$1,191,545	$1,192,598	$1,058,015	$-1,053
2018	$1,267,702	$1,048,569	$1,034,145	$219,133

MERCY HOUSING MIDWEST