MARION WEST INC (EIN 562153108) - 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

1999

Legal Domicile

Principal Officer

DICK STRACHAN

Phone

7044823488

Tax Period

2022-07-01 to 2023-06-30

MARION WEST INC, founded in 1999, is a small nonprofit in the Housing & Shelter sector that reported $205K in total revenue in fiscal year 2022. Expenses of $273K exceeded revenue, resulting in a 33% operating deficit.

Mission

LOW INCOME HOUSING FOR THE ELDERLY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $86,753

Program Service Revenue $109,694

Investment Income $263

Other Revenue $8,679

TOTAL REVENUE $205,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $259,974

Other Expenses $273,216

TOTAL EXPENSES $273,216

Year-over-Year Comparison

	2022	2021	Change
Revenue	$205,389	$197,276	+0.0%
Expenses	$273,216	$324,784	-0.2%
Net Income	$-67,827	$-127,508	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DICK STRACHAN	PRESIDENT	0.20	Officer Director	$0	$0	$0
CHRISTY HUTCHINS	DIRECTOR	0.20	Director	$0	$0	$0
LINDA A MARTIN	DIRECTOR	0.20	Director	$0	$0	$0
FREIDA PAULEY	DIRECTOR	0.20	Director	$0	$0	$0
JENNIFER BETH THOMAS	DIRECTOR	0.20	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
2023	$205,389	$273,216	$1,361,684	$-67,827
2022	$197,276	$324,784	$1,427,750	$-127,508
2021	$205,959	$246,738	$1,554,369	$-40,779
2020	$206,191	$268,485	$1,594,719	$-62,294
2019	$191,719	$252,531	$1,660,493	$-60,812

MARION WEST INC