MOUNTBATTEN HOUSE INC (EIN 596153086) - 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

1975

Legal Domicile

Principal Officer

LINDA JESSETT

Phone

7135027311

Tax Period

2024-04-01 to 2025-03-31

MOUNTBATTEN HOUSE INC, founded in 1975, is a small nonprofit in the Human Services sector that reported $128K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $367K exceeded revenue, resulting in a 188% operating deficit.

Mission

TO PROVIDE AID TO ELDERLY INDIVIDUALS AND TO OPERATE MOUNTBATTEN HOUSE; A TWENTY FOUR ROOM PERSONAL CARE HOME IN HIGHLANDS, TX.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $151,023

Investment Income $-23,366

Other Revenue $0

TOTAL REVENUE $127,657

Expense Breakdown

Grants Paid $0

Salaries & Benefits $188,109

Fundraising Expenses $0

Program Expenses $311,728

Other Expenses $179,139

TOTAL EXPENSES $367,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$127,657	$351,060	-0.6%
Expenses	$367,248	$502,694	-0.3%
Net Income	$-239,591	$-151,634	+0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAIRE COOPER	ADMISSIONS	3.00	Officer	$0	$0	$0
VALERIE FETHERSTON	GROUNDS	3.00	Officer	$0	$0	$0
LINDA JESSETT	PRESIDENT	12.00	Officer	$0	$0	$0
KAY KEMPKEN	RECORDING SE	3.00	Officer	$0	$0	$0
PATRICIA MCDONALD	ACTIVITIES	3.00	Officer	$0	$0	$0
CHRISTINE PARKIN	2ND VICE PRE	3.00	Officer	$0	$0	$0
ALICE PILLSBURY	CORRESPONDIN	3.00	Officer	$0	$0	$0
NANETTE SCROGGINS	3RD VICE PRE	6.00	Officer	$0	$0	$0
PAULINE SYMON	TREASURER	12.00	Officer	$0	$0	$0
TERRY VELLIGAN	1ST VICE PRE	7.00	Officer	$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	$127,657	$367,248	$77,966	$-239,591
2024	$351,060	$502,694	$323,557	$-151,634
2023	$329,870	$515,360	$471,691	$-185,490
2022	$349,256	$484,657	$732,183	$-135,401
2021	$363,775	$515,036	$943,882	$-151,261
2020	$492,395	$567,114	$845,069	$-74,719
2019	$484,899	$538,804	$950,202	$-53,905
2018	$449,393	$487,204	$998,808	$-37,811

MOUNTBATTEN HOUSE INC