MOSAIC COMMUNITY DEVELOPMENT (EIN 470842143) - 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

2003

Legal Domicile

Principal Officer

MICHAEL BEVERLY

Phone

4029336672

Tax Period

2023-01-01 to 2023-12-31

MOSAIC COMMUNITY DEVELOPMENT, founded in 2003, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $829K, a strong 52% operating margin.

Mission

ALLEVIATE POVERTY BY UNITING AND STRENGTHENING VULNERABLE NEIGHBORHOODS.

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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 $1,494,776

Program Service Revenue $0

Investment Income $31,712

Other Revenue $52,340

TOTAL REVENUE $1,578,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $410,834

Fundraising Expenses $56,810

Program Expenses $632,637

Other Expenses $339,241

TOTAL EXPENSES $750,075

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,578,828	$2,482,099	-0.4%
Expenses	$750,075	$604,013	+0.2%
Net Income	$828,753	$1,878,086	-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

149

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

$159,752

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELANIE PHELAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID MILLIGAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL BEVERLY	TREASURER	2.00	Officer Director	$0	$0	$0
JESSICA NOCKAI	SECRETARY	1.00	Officer Director	$0	$0	$0
GEORGE ACHOLA	MEMBER	1.00	Director	$0	$0	$0
AJI GEORGE	MEMBER	1.00	Director	$0	$0	$0
JOSH COATES	MEMBER	1.00	Director	$0	$0	$0
ALYSIA RADICIA	MEMBER	1.00	Director	$0	$0	$0
SUMMER NABITY	MEMBER	1.00	Director	$0	$0	$0
WYNTER DAVIS	MEMBER	1.00	Director	$0	$0	$0
RACHEL BAHL	CO-EXECUTIVE DIRECTOR	40.00	Officer	$81,478	$0	$81,478
CHRISTIAN GRAY	CO-EXECUTIVE DIRECTOR	40.00	Officer	$78,274	$0	$78,274

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	$1,578,828	$750,075	$6,391,751	$828,753
2022	$2,482,099	$604,013	$5,681,875	$1,878,086
2021	$1,897,749	$546,989	$5,063,034	$1,350,760
2020	$586,967	$435,356	$3,419,702	$151,611
2019	$516,088	$443,846	$3,113,979	$72,242
2018	$448,282	$393,879	$3,034,232	$54,403

MOSAIC COMMUNITY DEVELOPMENT