Wesley House Inc (EIN 472677053) - 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

2015

Legal Domicile

Principal Officer

CARL CLARK

Phone

3035046500

Tax Period

2018-07-01 to 2019-06-30

Wesley House Inc, founded in 2015, is a small nonprofit in the Housing & Shelter sector that reported $358K in total revenue in fiscal year 2018. Revenue surged 460% from the prior year, signaling strong growth momentum. The organization ran a surplus of $270K, a strong 75% operating margin.

Mission

PROVIDE QUALITY AFFORDABLE HOUSING FOR PEOPLE WITH BEHAVIORAL HEALTH NEEDS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $284,756

Program Service Revenue $73,112

Investment Income $0

Other Revenue $0

TOTAL REVENUE $357,868

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,902

Fundraising Expenses $0

Program Expenses $84,401

Other Expenses $80,915

TOTAL EXPENSES $87,817

Year-over-Year Comparison

	2018	2017	Change
Revenue	$357,868	$63,848	+4.6%
Expenses	$87,817	$71,124	+0.2%
Net Income	$270,051	$-7,276	-38.1%

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

N/A

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

$1,502,778

Total Directors

$1,502,778

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carl Clark MD	Director and CEO of MHCD	0.5	Officer Director	$0	$20,359	$730,910
Kristi Mock	Director and COO of MHCD	0.5	Officer Director	$0	$34,108	$382,770
Jon Treter	Director - Through 12/2018	0.5	Director	$0	$0	$0
Charles Everill	Director & Board Chair	0.5	Officer Director	$0	$0	$0
Angela Oakley	Director and CFO of MHCD	0.5	Officer Director	$0	$36,711	$389,098
Heather Staggs	Director	0.5	Director	$0	$0	$0
Catalina Vielma	Director	0.5	Director	$0	$0	$0
Marjorie Lewis	Director Starting 11/2018	0.5	Director	$0	$0	$0
Jason Hopcus	Director Starting 01/2019	0.5	Director	$0	$0	$0

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
2019	$357,868	$87,817	$371,376	$270,051

Wesley House Inc