MATTHEW 25 INC (EIN 581673641) - 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

1986

Legal Domicile

Principal Officer

JAMES P WARD

Phone

6153839577

Tax Period

2023-07-01 to 2024-06-30

MATTHEW 25 INC, founded in 1986, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $1.3M left a modest 8% surplus.

Mission

WE ARE DETERMINED TO ALLEVIATE HOMELESSNESS BY PROVIDING THE RESOURCES FOR MEN TO BUILD A FOUNDATION ON WHICH THEY CAN TRANSITION TO SELF-SUFFICIENCY.

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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 $1,313,069

Program Service Revenue $108,911

Investment Income $-288

Other Revenue $-16,095

TOTAL REVENUE $1,405,597

Expense Breakdown

Grants Paid $0

Salaries & Benefits $810,781

Fundraising Expenses $24,886

Program Expenses $1,130,199

Other Expenses $489,081

TOTAL EXPENSES $1,299,862

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,405,597	$1,109,715	+0.3%
Expenses	$1,299,862	$1,160,429	+0.1%
Net Income	$105,735	$-50,714	-3.1%

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

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

$100,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES P WARD	EXECUTIVE DI	40.00	Officer	$100,000	$0	$100,000
MICHAEL O'NEILL	PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA WOODRUFF	VICE PRESIDE	1.00	Director	$0	$0	$0
STEVE CASTLE	SECRETARY	1.00	Officer Director	$0	$0	$0
KRIS MILLER	TREASURER	1.00	Officer Director	$0	$0	$0
CHAD JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES FETTER	BOARD MEMBER	1.00	Director	$0	$0	$0
DICK FLEMING	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK STRINGHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
HAL SAUER	BOARD MEMBER	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
2025	No data	No data	No data	No data
2024	$1,405,597	$1,299,862	$178,987	$105,735
2023	$1,109,715	$1,160,429	$117,826	$-50,714
2022	$922,643	$913,950	$156,091	$8,693
2021	$758,671	$851,531	$172,581	$-92,860
2020	$679,199	$746,046	$271,128	$-66,847
2019	$660,951	$646,828	$234,586	$14,123
2018	$639,778	$614,475	$213,728	$25,303

MATTHEW 25 INC