MERCY HOUSING SOUTHEAST (EIN 561993872) - 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

1996

Legal Domicile

Principal Officer

JAMES ALEXANDER

Phone

3038303300

Tax Period

2023-01-01 to 2023-12-31

MERCY HOUSING SOUTHEAST, founded in 1996, is a community nonprofit in the Housing & Shelter sector that reported $10.0M in total revenue in fiscal year 2023. Revenue surged 119% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.8M, a strong 48% 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 $1,155,870

Program Service Revenue $1,353,081

Investment Income $132,115

Other Revenue $7,314,535

TOTAL REVENUE $9,955,601

Expense Breakdown

Grants Paid $13,942

Salaries & Benefits $0

Fundraising Expenses $567,422

Program Expenses $4,622,845

Other Expenses $5,184,973

TOTAL EXPENSES $5,198,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,955,601	$4,543,154	+1.2%
Expenses	$5,198,915	$4,474,207	+0.2%
Net Income	$4,756,686	$68,947	+68.0%

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

$1,173,398

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA CLAYTON	VICE PRESIDENT	1.00	Officer	$0	$33,798	$299,520
JOE ROSENBLUM	SECRETARY	1.00	Officer	$0	$10,201	$232,549
JAMES ALEXANDER	PRESIDENT	1.00	Officer	$0	$10,383	$205,601
CHAD PAYNE	TREASURER	1.00	Officer	$0	$8,496	$200,685
BETH HAYNES	VICE PRESIDENT	1.00	Officer	$0	$13,549	$136,740
BRUCE SAAB	VICE PRESIDENT (UNTIL 10/23)	1.00	Officer	$0	$13,324	$98,303
TIA MCCOY	CHAIR	1.00	Officer Director	$0	$0	$0
PAMELA CROSS	DIRECTOR	1.00	Director	$0	$0	$0
ALISON FOSSYL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GERMAN	DIRECTOR	1.00	Director	$0	$0	$0
SOJOURNER MARABLE GRIMMETT	DIRECTOR	1.00	Director	$0	$0	$0
YOUNG T HUGHLEY JR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LANDIS	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE MARTIN JR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SNEED	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$9,955,601	$5,198,915	$36,444,369	$4,756,686
2022	$4,543,154	$4,474,207	$37,368,465	$68,947
2021	$9,687,514	$6,120,607	$32,176,710	$3,566,907
2020	$6,446,712	$4,295,937	$20,225,058	$2,150,775
2019	$1,811,091	$3,612,221	$17,839,513	$-1,801,130
2018	$2,099,629	$3,132,289	$17,853,854	$-1,032,660

MERCY HOUSING SOUTHEAST