MASON WRIGHT SENIOR LIVING INC

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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

2014

Legal Domicile

Principal Officer

ALAN POPP MS

Phone

4137331517

Tax Period

2024-01-01 to 2024-12-31

MASON WRIGHT SENIOR LIVING INC, founded in 2014, is a community nonprofit in the Housing & Shelter sector that reported $4.6M in total revenue in fiscal year 2024. Expenses of $5.1M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO PROVIDE HOUSING AND SERVICES TO SENIORS; AND TO CARRY ON ANY OTHER ACTIVITY INCIDENTAL TO AND IN SUPPORT OF AND TO BENEFIT SAID INDIVIDUALS. THE ENTITY PROVIDES HIGH QUALITY LIVING ASSISTANCE PROGRAMS, MEALS, HOUSEKEEPING AND OTHER SERVICES.

Program Service Accomplishments

Program 1

Expenses: $3,820,593 Revenue: $3,778,351

ASSISTED LIVING - OUR ASSISTED LIVING RESIDENCE CONSISTS OF ONE-BEDROOM AND STUDIO APARTMENTS, ALL WITH PRIVATE BATHS. RESIDENTS CAN ENJOY LIFE IN THE PRIVACY OF THEIR ROOMS, NEWLY RENOVATED COMMON AREAS, IN OUR COMFORTABLE, FIRE PLACED LIVING AND DINING ROOMS, OR IN OUR FOUR SEASONS ROOM. SERVICES INCLUDE PROFESSIONALLY-PREPARED MEALS, HOUSEKEEPING, AND LAUNDRY SERVICES, SOCIAL ACTIVITIES, PERSONAL CARE ASSISTANCE, A FULL-TIME NURSE, AND MEDICAL MANAGEMENT.

Program 2

Expenses: $371,520 Revenue: $377,002

INDEPENDENT LIVING - SENIORS WHO ARE ABLE TO LIVE INDEPENDENTLY ENJOY ASSISTANCE, A FULL-TIME NURSE, AND MEDICAL MANAGEMENT. THE COMFORT, SECURITY, AND SERVICES OF OUR SPACIOUS INDEPENDENT LIVING...

INDEPENDENT LIVING - SENIORS WHO ARE ABLE TO LIVE INDEPENDENTLY ENJOY ASSISTANCE, A FULL-TIME NURSE, AND MEDICAL MANAGEMENT. THE COMFORT, SECURITY, AND SERVICES OF OUR SPACIOUS INDEPENDENT LIVING APARTMENTS. SERVICES INCLUDE UTILITIES, CARPETED LIVING AND TILED BATH/KITCHEN AREAS, A FULL KITCHEN, WASHER AND DRYER, OUTDOOR PATIO, UNDERGROUND PARKING, AND ACCESS TO THE ASSISTED LIVING'S COMMON AREAS AND FOUR-SEASONS

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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 (2024)

Revenue Breakdown

Contributions & Grants $460,978

Program Service Revenue $4,155,353

Investment Income $304

Other Revenue $0

TOTAL REVENUE $4,616,635

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,445,194

Fundraising Expenses $0

Program Expenses $4,192,113

Other Expenses $2,634,640

TOTAL EXPENSES $5,079,834

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,616,635	$4,508,711	+0.0%
Expenses	$5,079,834	$4,889,688	+0.0%
Net Income	$-463,199	$-380,977	+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

132

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

$529,037

Total Directors

$317,938

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN POPP	PRESIDENT & CEO	15.00	Officer Director	$86,429	$29,842	$317,938
JOHN MORSE	CHAIR	1.00	Officer Director	$0	$0	$0
ALLISON EBNER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF SATTLER	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN MCCOY ESQ	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHI DONOHUE	TRUSTEE	1.00	Director	$0	$0	$0
CARLTON PICKRON	TRUSTEE	1.00	Director	$0	$0	$0
EMILY LEONCZYK	TRUSTEE	1.00	Director	$0	$0	$0
PAUL MARCHESE	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM HAWKINS	CHIEF FINANCIAL OFFICER	16.00	Officer	$76,788	$19,128	$211,099
CATHY LALETA-BALLINI	EXECUTIVE DIRECTOR	40.00	Highest	$125,299	$27,093	$152,392

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	$4,616,635	$5,079,834	$5,055,845	$-463,199
2023	$4,508,711	$4,889,688	$5,167,369	$-380,977
2022	$4,865,763	$4,831,513	$5,712,010	$34,250
2021	$3,913,132	$4,616,139	$5,989,907	$-703,007
2020	$4,125,606	$4,582,373	$6,292,504	$-456,767
2019	$3,739,291	$4,150,083	$6,752,921	$-410,792
2018	$3,476,712	$3,913,445	$7,197,953	$-436,733