MT JULIET HELP CENTER (EIN 621217515) - 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

Principal Officer

CAROLYN SMITH

Phone

6157544357

Tax Period

2023-01-01 to 2023-12-31

MT JULIET HELP CENTER, founded in 1983, is a small nonprofit in the Community Improvement sector that reported $240K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Net assets of $675K represent 34 months of operating reserves.

Mission

TO PROVIDE NEEDED FOOD AND UTILITY ASSISTANCE TO INDIVIDUALS AND FAMILIES IN WEST WILSON COUNTY.

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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 $228,519

Program Service Revenue $0

Investment Income $3,734

Other Revenue $7,958

TOTAL REVENUE $240,211

Expense Breakdown

Grants Paid $24,348

Salaries & Benefits $85,716

Fundraising Expenses $1,683

Program Expenses $204,337

Other Expenses $136,306

TOTAL EXPENSES $246,370

Year-over-Year Comparison

	2023	2022	Change
Revenue	$240,211	$388,206	-0.4%
Expenses	$246,370	$204,706	+0.2%
Net Income	$-6,159	$183,500	-1.0%

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

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

$79,626

Total Directors

$79,626

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN SMITH	DIRECTOR	32.00	Officer Director	$42,764	$0	$42,764
KELLY MCCURRY	ASST DIRECTO	32.00	Officer Director	$36,862	$0	$36,862
MISSY ELROD	PRESIDENT	5.00	Officer	$0	$0	$0
TONY ZIKOVICH	VICE PRESIDE	2.00	Officer	$0	$0	$0
RACHEL LLOYD	TREASURER	2.00	Officer	$0	$0	$0
NOE DONIZ	BOARD MEMBER	1.00	Director	$0	$0	$0
DELORES WOODS	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMIE LUFFMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL MULLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JANA ATWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE DOMZAL	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
2024	No data	No data	No data	No data
2023	$240,211	$246,370	$673,729	$-6,159
2022	$388,206	$204,706	$681,096	$183,500
2021	$168,191	$131,888	$497,465	$36,303
2020	$252,187	$116,541	$462,378	$135,646

MT JULIET HELP CENTER