MERCER AREA FAMILY EDUCATION AND WELLNESS INC (EIN 611024933) - 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

1983

Legal Domicile

Phone

8597349622

Tax Period

2024-01-01 to 2024-12-31

MERCER AREA FAMILY EDUCATION AND WELLNESS INC, founded in 1983, is a small nonprofit that reported $114K in total revenue in fiscal year 2024. Revenue fell 71% from the prior year — a significant decline worth monitoring. Net assets of $535K represent 56 months of operating reserves.

Mission

TO PROVIDE RECREATION, FITNESS, AND DEVELOPMENT PROGRAMS FOR AREA RESIDENTS.

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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 $104,234

Program Service Revenue $2,225

Investment Income $2,427

Other Revenue $5,045

TOTAL REVENUE $113,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,296

Fundraising Expenses $0

Program Expenses $35,345

Other Expenses $64,033

TOTAL EXPENSES $120,329

Year-over-Year Comparison

	2024	2023	Change
Revenue	$113,931	$391,593	-0.7%
Expenses	$120,329	$458,420	-0.7%
Net Income	$-6,398	$-66,827	-0.9%

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

$45,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TREVOR SHORT	EXEC DIRECTOR	40.00	Key Emp	$45,000	$0	$45,000
MARTHA COLLIER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB BAUGHMAN	TREASURER	1.00	Officer Director	$0	$0	$0
MARK BOTTS	DIRECTOR	1.00	Director	$0	$0	$0
TERRY MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
LIBBY STOCKER	DIRECTOR	1.00	Director	$0	$0	$0
DEBRAH PIERCE	DIRECTOR	2.00	Director	$0	$0	$0
AVERY THOMPSON	DIRECTOR	2.00	Director	$0	$0	$0
DONALD W SMITH	PRESIDENT	10.00	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
2024	$113,931	$120,329	$610,439	$-6,398
2023	$391,593	$458,420	$618,627	$-66,827
2022	$591,262	$406,016	$683,798	$185,246
2021	$257,419	$226,877	$498,504	$30,542
2019	$267,228	$288,975	$466,302	$-21,747
2018	$324,599	$282,191	$505,081	$42,408

MERCER AREA FAMILY EDUCATION AND WELLNESS INC