MOUNTAIN EMPIRE SERVICES OF THE SOUTHWEST INC (EIN 541329895) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

CHRIS TAYLOR

Phone

5409618300

Tax Period

2024-07-01 to 2025-06-30

MOUNTAIN EMPIRE SERVICES OF THE SOUTHWEST INC, founded in 1986, is a small nonprofit that reported $718K in total revenue in fiscal year 2017. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $671K left a modest 7% surplus.

Mission

PROVIDE REAL ESTATE FACILITIES TO THE NEW RIVER VALLEY COMMUNITY SERVICES FOR THE TREATMENT OF THE SERIOUSLY MENTALLY ILL, INTELLECTUALLY DISABLED, AND SUBSTANCE ABUSE POPULATION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $722,857

Investment Income $0

Other Revenue $2,735

TOTAL REVENUE $725,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $559,517

Other Expenses $582,249

TOTAL EXPENSES $582,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$725,592	$510,132	+0.4%
Expenses	$582,249	$592,931	0.0%
Net Income	$143,343	$-82,799	-2.7%

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

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

$224,107

Total Directors

$224,107

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSEMARY SULLIVAN	DIRECTOR	0.50	Director	$0	$0	$0
MS MELISSA JACKSON	DIRECTOR	0.50	Director	$0	$0	$0
DR HARVEY BARKER	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
MR E CURTIS SCHWAB	PRESIDENT	0.50	Officer Director	$0	$0	$0
MR JAMES PRITCHETT	VICE PRESIDENT/ADMIN	0.50	Officer Director	$0	$20,066	$224,107
BOB SISK	DIRECTOR	0.50	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
2025	$725,592	$582,249	$6,786,441	$143,343
2024	No data	No data	No data	No data
2023	$541,636	$802,106	$6,808,232	$-260,470
2022	$687,456	$1,007,387	$7,153,315	$-319,931
2021	$530,668	$490,553	$5,757,729	$40,115
2020	$286,031	$468,956	$6,001,464	$-182,925
2019	$523,017	$514,670	$6,445,602	$8,347
2018	$718,197	$671,362	$6,699,822	$46,835

MOUNTAIN EMPIRE SERVICES OF THE SOUTHWEST INC