MARLETTE SENIOR LIVING

EIN: 843210271 501(c)(3) Housing & Shelter

MARLETTE, MI

Total Revenue
$1,121,267
Total Expenses
$2,881,596
Total Assets
$10,874,229
Net Assets
$10,668,266
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
MI
Principal Officer
ANGELA MCCONNACHIE
Phone
9892179500
Tax Period
2024-01-01 to 2024-12-31

MARLETTE SENIOR LIVING, founded in 2019, is a community nonprofit in the Housing & Shelter sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 204% from the prior year, signaling strong growth momentum. Expenses of $2.9M exceeded revenue, resulting in a 157% operating deficit.

Mission

PROVIDING EXCEPTIONAL CARE CLOSE TO HOME AS THE LEADING RURAL HEALTHCARE ORGANIZATION

Program Service Accomplishments

Program 1
Expenses: $2,425,403 Revenue: $1,070,715

THE HEARTLANDS STARTED 2024 WITH 6 RESIDENTS IN ASSISTED LIVING, 0 RESIDENTS IN MEMORY CARE AND 14 RESIDENTS IN 10 INDEPENDENT LIVING VILLAS. BY THE END OF 2024, THE HEARTLANDS MORE THAN TRIPLED...

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THE HEARTLANDS STARTED 2024 WITH 6 RESIDENTS IN ASSISTED LIVING, 0 RESIDENTS IN MEMORY CARE AND 14 RESIDENTS IN 10 INDEPENDENT LIVING VILLAS. BY THE END OF 2024, THE HEARTLANDS MORE THAN TRIPLED OCCUPANCY IN THE MAIN BUILDING, ENDING THE YEAR WITH 15 RESIDENTS IN ASSISTED LIVING AND 9 RESIDENTS IN MEMORY CARE. THE INDEPENDENT LIVING VILLAS ENDED 2024 AT A 75% OCCUPANCY RATE WITH 21 RESIDENTS LIVING IN 15 VILLAS.THE HEARTLANDS OFFERED NUMEROUS FREE EDUCATIONAL AND FITNESS OPPORTUNITIES TO NOT ONLY OUR RESIDENTS, BUT RESIDENTS FROM NEIGHBORING COUNTIES. THESE EVENTS HAVE POSITIONED THE HEARTLANDS AS A WELL-KNOWN, POSITIVE COMMON GROUND FOR SENIOR CITIZENS IN THE AREA TO GET ACTIVE AND LEARN MORE ABOUT THE DIFFERENT STAGES AND PHASES OF LIFE THEY MAY BE EXPERIENCING. ON TOP OF THE FREE EDUCATIONAL PROGRAMS, THE HEARTLANDS COMMUNITY CENTER SPACE WAS USED FOR MULTIPLE BIRTHDAY PARTIES, BABY SHOWERS, BRIDAL SHOWERS, FAMILY REUNIONS AND MORE. THE TOTAL NUMBER OF EVENTS HELD IN THE SPACE FOR 2024 WAS 108, WHICH IS FIVE TIMES AS MANY AS THE AMOUNT THAT WAS HELD IN 2023.THE TEAM AT THE HEARTLANDS ATTENDED COMMUNITY EVENTS IN HURON, TUSCOLA, AND SANILAC COUNTIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $37,146
Program Service Revenue $1,070,715
Investment Income $4,761
Other Revenue $8,645
TOTAL REVENUE $1,121,267

Expense Breakdown

Grants Paid $125
Salaries & Benefits $1,154,821
Fundraising Expenses $0
Program Expenses $2,425,403
Other Expenses $1,726,650
TOTAL EXPENSES $2,881,596

Year-over-Year Comparison

2024 2023 Change
Revenue $1,121,267 $368,255 +2.0%
Expenses $2,881,596 $1,060,420 +1.7%
Net Income $-1,760,329 $-692,165 +1.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
28
Volunteers
11

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
5
$1,078,475
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAT CURTIS CHAIRMAN 1.00
Officer Director
$0 $0 $0
GAIL DENTON TREASURER 1.00
Officer Director
$0 $0 $0
DAVID MESSING SECRETARY 1.00
Director
$0 $0 $0
CAROL STARLING DIRECTOR 1.00
Director
$0 $0 $0
ERIK TAMLYN DIRECTOR 1.00
Director
$0 $0 $0
FAITH FAHRNER RN DIRECTOR 1.00
Director
$0 $0 $0
JUDY BROWN DIRECTOR 1.00
Director
$0 $0 $0
PAUL ROHLING DIRECTOR 1.00
Director
$0 $0 $0
SCOTT ORR DIRECTOR 1.00
Director
$0 $0 $0
STEVE ELLIS DIRECTOR 1.00
Director
$0 $0 $0
VICTORIA MEIBURG DIRECTOR 1.00
Director
$0 $0 $0
ANDREW DANIELS CO-CEO 2.00
Officer
$0 $41,884 $432,377
ANGELA MCCONNACHIE CO-CEO 2.00
Officer
$0 $6,523 $375,367
KIMBERLY GENTNER CFO 2.00
Officer
$0 $11,090 $270,731
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 $1,121,267 $2,881,596 $10,874,229 $-1,760,329
2023 $445,183 $1,150,740 $10,879,658 $-705,557
2023 $368,255 $1,060,420 $11,094,139 $-692,165
2022 $205,253 $192,044 $8,159,517 $13,209
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