MERCY HOUSING WEST

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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

2002

Legal Domicile

Principal Officer

DOUG SHOEMAKER

Phone

3038303300

Tax Period

2023-01-01 to 2023-12-31

MERCY HOUSING WEST, founded in 2002, is a community nonprofit in the Unknown sector that reported $8.9M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.5M, a strong 29% operating margin.

Mission

THE ORGANIZATION INVESTS IN LIMITED PARTNERSHIPS WHICH PROVIDE LOW- INCOME HOUSING AND SUPPORTIVE SERVICES TO LOW-INCOME, HOMELESS, POTENTIALLY HOMELESS, OR OTHERWISE DISADVANTAGED PERSONS, IN ACCORDANCE WITH ITS EXEMPT PURPOSE. MOST DISBURSEMENTS IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT-PURPOSE PROGRAMS ARE MADE IN THE ACTIVE CONDUCT OF THE ABOVE ACTIVITIES. OTHERWISE, DISBURSEMENTS IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT-PURPOSE PROGRAMS ARE MADE IN ACCORDANCE WITH PROCEDURES OR SUBJECT TO CONDITIONS ESTABLISHED BY THE ORGANIZATION'S BOARD OF DIRECTORS DESIGNED TO ENSURE THAT INDIVIDUALS AND ORGANIZATIONS RECEIVING DISBURSEMENTS ARE ADEQUATELY INVESTIGATED TO ESTABLISH THEY ARE QUALIFIED RECIPIENTS.

Program Service Accomplishments

Program 1

Expenses: $6,288,675 Revenue: $2,302,082

TO DEVELOP PROJECTS WHICH PROVIDE HOUSING FACILITIES AND SUPPORTIVE SERVICES FOR LOW-INCOME, HOMELESS, POTENTIALLY HOMELESS OR OTHERWISE DISADVANTAGED PERSONS

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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 $6,311,114

Program Service Revenue $2,275,979

Investment Income $167,615

Other Revenue $99,869

TOTAL REVENUE $8,854,577

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,288,675

Other Expenses $6,330,032

TOTAL EXPENSES $6,330,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,854,577	$7,567,892	+0.2%
Expenses	$6,330,032	$7,550,143	-0.2%
Net Income	$2,524,545	$17,749	+141.2%

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

N/A

Employees

N/A

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

$2,926,037

Total Directors

$858,495

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG SHOEMAKER	PRESIDENT/ PRESIDENT	1.00	Officer Director	$0	$25,195	$321,446
LILLIAN LEW-HAILER	VICE PRESIDENT/ DIRECTOR	1.00	Officer Director	$0	$17,820	$237,530
MELISSA CLAYTON	VICE PRESIDENT/ DIRECTOR	1.00	Officer Director	$0	$33,798	$299,519
ALVIN TUVILLA	VICE PRESIDENT	1.00	Officer	$0	$11,670	$180,748
AMY BAYLEY	ASSISTANT SECRETARY	1.00	Officer	$0	$0	$0
CHAD PAYNE	TREASURER	1.00	Officer	$0	$8,496	$200,685
ED HOLDER	VICE PRESIDENT	1.00	Officer	$0	$38,385	$293,494
ELIZABETH KUWADA	VICE PRESIDENT	1.00	Officer	$0	$22,734	$220,151
ERIKA VILLABLANCA	VICE PRESIDENT	1.00	Officer	$0	$28,669	$205,960
JOSEPH ROSENBLUM	SECRETARY	1.00	Officer	$0	$10,201	$232,549
RAMIE DARE	VICE PRESIDENT	1.00	Officer	$0	$20,964	$250,355
RICK SPRAGUE	VICE PRESIDENT	1.00	Officer	$0	$14,598	$183,401
TIMOTHY DUNN	VICE PRESIDENT	1.00	Officer	$0	$33,259	$201,896
BRUCE SAAB	VICE PRESIDENT (UNTIL 10/23)	1.00	Officer	$0	$13,324	$98,303

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	$8,854,577	$6,330,032	$56,079,630	$2,524,545
2022	$7,567,892	$7,550,143	$50,166,496	$17,749
2021	$10,621,235	$7,931,456	$50,068,396	$2,689,779
2020	$7,015,631	$5,218,416	$47,063,625	$1,797,215
2019	$5,331,048	$5,169,139	$46,507,213	$161,909
2018	$4,610,482	$5,045,718	$46,473,083	$-435,236