MARY LEE CHARLES PLACE (EIN 743022473) - 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

2001

Legal Domicile

Principal Officer

RUSS WALKER

Phone

5124435777

Tax Period

2023-07-01 to 2024-06-30

MARY LEE CHARLES PLACE, founded in 2001, is a small nonprofit in the Housing & Shelter sector that reported $141K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $253K exceeded revenue, resulting in a 79% operating deficit.

Mission

TO PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES.

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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 $0

Program Service Revenue $141,301

Investment Income $39

Other Revenue $0

TOTAL REVENUE $141,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,859

Fundraising Expenses $0

Program Expenses $226,015

Other Expenses $160,886

TOTAL EXPENSES $252,745

Year-over-Year Comparison

	2023	2022	Change
Revenue	$141,340	$125,316	+0.1%
Expenses	$252,745	$187,042	+0.4%
Net Income	$-111,405	$-61,726	+0.8%

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

N/A

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

$191,244

Total Directors

$191,244

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUSS WALKER	PRESIDENT	1.00	Officer Director	$0	$372	$96,472
JOYCE PULICH	SECRETARY	1.00	Officer Director	$0	$0	$0
FRAN RODDA	TREASURER/CONTROLLER	1.00	Officer Director	$0	$8,172	$94,772
CHARLENE CRUMP	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
WAYNE JOHNSON	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MIKE PEAYS	BOARD MEMBER	0.50	Director	$0	$0	$0
BILL HARTMAN	BOARD MEMBER	0.50	Director	$0	$0	$0
DON JONES	BOARD MEMBER	0.50	Director	$0	$0	$0
LIZA RUIZ	BOARD MEMBER	0.50	Director	$0	$0	$0
LYNDA TRAN	BOARD MEMBER	0.50	Director	$0	$0	$0
JUDY KEGG	BOARD MEMBER	0.50	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	$141,340	$252,745	$535,708	$-111,405
2023	$125,316	$194,871	$532,304	$-69,555
2022	$143,731	$155,247	$556,077	$-11,516
2021	$142,672	$150,361	$571,930	$-7,689
2020	$144,224	$177,702	$624,340	$-33,478
2019	$144,469	$170,815	$630,775	$-26,346
2018	$221,778	$191,037	$636,639	$30,741

MARY LEE CHARLES PLACE