MOUNT VERNON AT HOME INC

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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

2007

Legal Domicile

Principal Officer

PAULA G LETTICE

Phone

7033034060

Tax Period

2023-01-01 to 2023-12-31

MOUNT VERNON AT HOME INC, founded in 2007, is a small nonprofit in the Human Services sector that reported $156K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $25K, a strong 16% operating margin.

Mission

TO PROVIDE A "VILLAGE" OF CARING FRIENDS, NEIGHBORS AND VOLUNTEERS HELPING SENIORS AGE IN THEIR HOMES AND COMMUNITIES. MOUNT VERNON AT HOME LINKS RESIDENTS TO SOCIAL AND CULTURAL ACTIVITIES WHILE PROVIDING ACCESS TO HEALTH AND HOME SERVICES.

Program Service Accomplishments

Program 1

Expenses: $116,430 Revenue: $57,270

PROVIDED RIDES TO DOCTORS AND GROCERY STORES, HELPED MEMBERS HIRE ASSISTANTS AS NEEDED, TRAINED VOLUNTEERS, AND PROVIDED OTHER ASSISTANCE TO MEMBERS IN THE MOUNT VERNON AREA OF FAIRFAX COUNTY, VA.

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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 $87,700

Program Service Revenue $57,270

Investment Income $1,392

Other Revenue $9,177

TOTAL REVENUE $155,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,891

Fundraising Expenses $4,150

Program Expenses $116,430

Other Expenses $47,072

TOTAL EXPENSES $130,963

Year-over-Year Comparison

	2023	2022	Change
Revenue	$155,539	$139,802	+0.1%
Expenses	$130,963	$80,688	+0.6%
Net Income	$24,576	$59,114	-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

$39,692

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARYANNE BEATTY	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN HANRAHAN	DIRECTOR	1.00	Director	$0	$0	$0
EVAN KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH MATTHEWS	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ROBERT KULETZ	TREASURER	1.00	Officer Director	$0	$0	$0
GREGORY LUKENS	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA MANN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN PEAK	DIRECTOR	1.00	Director	$0	$0	$0
PAULA LETTICE	PRESIDENT	20.00	Officer Director	$0	$0	$0
KAMLA RODRIGUEZ	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN REARDON	DIRECTOR	1.00	Director	$0	$0	$0
BRENDAN POWER	SECRETARY	2.00	Officer Director	$0	$0	$0
LAURIE TRACY	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
SARAH DREXLER	EXECTIVE DIRECTOR	35.00	Officer	$39,692	$0	$39,692

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	No data	No data	No data	No data
2023	$155,539	$130,963	$297,363	$24,576
2022	$139,802	$80,688	$272,787	$59,114
2021	$169,616	$111,810	$213,673	$57,806
2020	$146,809	$126,440	$180,848	$20,369
2019	$163,356	$175,831	$135,512	$-12,475
2018	$176,671	$180,106	$148,101	$-3,435