Restore Merced (EIN 823156923) - 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

2018

Legal Domicile

Principal Officer

Caleb Medefind

Phone

2092331418

Tax Period

2023-01-01 to 2023-12-31

Restore Merced, founded in 2018, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $1.3M left a modest 5% surplus.

Mission

Restore Merced is a community development effort focused on creating opportunities for low-moderate income residents in Merced, CA to experience spiritual, social, and economic flourishing.

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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 $160,054

Program Service Revenue $1,187,228

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,347,282

Expense Breakdown

Grants Paid $0

Salaries & Benefits $962,437

Fundraising Expenses $11,508

Program Expenses $1,241,016

Other Expenses $312,711

TOTAL EXPENSES $1,275,148

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,347,282	$1,120,297	+0.2%
Expenses	$1,275,148	$850,259	+0.5%
Net Income	$72,134	$270,038	-0.7%

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

$112,653

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Caleb Medefind	President	3.00	Officer Director	$0	$0	$0
Jordan Van Horn	Treasurer	3.00	Officer Director	$0	$0	$0
Gaye Riggs	Secretary	0.50	Officer Director	$0	$0	$0
Jeff Lawry	Board Member	1.00	Director	$0	$0	$0
Matt St Pierre	Executive Director	40.00	Officer	$107,000	$5,653	$112,653

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	$1,347,282	$1,275,148	$480,889	$72,134
2022	$1,120,297	$850,259	$421,140	$270,038
2021	$359,981	$377,316	$151,102	$-17,335
2020	$467,151	$322,275	$169,362	$144,876
2019	$209,589	$271,148	$23,859	$-61,559

Restore Merced