MERCY HOUSING SOUTHWEST

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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

1993

Legal Domicile

Principal Officer

SHELLY MARQUEZ

Phone

3038303300

Tax Period

2023-01-01 to 2023-12-31

MERCY HOUSING SOUTHWEST, founded in 1993, is a community nonprofit in the Housing & Shelter sector that reported $4.1M in total revenue in fiscal year 2023. Revenue surged 445% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 82% operating margin.

Mission

THE MISSION OF MERCY HOUSING SOUTHWEST IS TO DIRECTLY FACILITATE THE PROVISION OF AFFORDABLE HOUSING TO FAMILIES, SENIORS, PEOPLE WITH SPECIAL NEEDS, HOMELESS AND POTENTIALLY HOMELESS INDIVIDUALS WHO WOULD OTHERWISE LACK THE FINANCIAL RESOURCES TO OBTAIN QUALITY, SAFE HOUSING. FURTHER, MERCY HOUSING SOUTHWEST PROVIDES A VARIETY OF FREE PROGRAMS AND SERVICES TO RESIDENTS OF THEIR AFFORDABLE HOUSING PROJECTS WHICH ARE DESIGNED TO IMPROVE THEIR LIVES AND THE COMMUNITIES IN WHICH THEY LIVE.

Program Service Accomplishments

Program 1

Expenses: $410,223 Revenue: $54,636

RESIDENT SERVICES AND PROGRAMS ARE PROVIDED FREE OF CHARGE TO RESIDENTS OF LOW-INCOME MULTI-FAMILY RENTAL PROPERTIES INCLUDING FAMILIES, SENIORS, AND PEOPLE WITH SPECIAL NEEDS. THE RESIDENT SERVICES AND PROGRAMS FALL INTO FOUR PRIMARY AREAS - EDUCATION, COMMUNITY, HEALTH AND WELLNESS, AND ECONOMIC STABILITY. RESIDENT SERVICES AND PROGRAMS ARE TAILORED TO MEET THE NEEDS OF EACH LOW-INCOME HOUSING COMMUNITY, INCLUDING AFTER-SCHOOL PROGRAMS FOR CHILDREN, GED AND ENGLISH COURSES, EMPLOYMENT INITIATIVES AND HOMEOWNERSHIP SEMINARS.

Program 2

Expenses: $56,025

ASSET MANAGEMENT SERVICES ARE PROVIDED TO LOW-INCOME MULTI-FAMILY RENTAL PROPERTIES AND INCLUDE PREPARING AND MANAGING ANNUAL OPERATING BUDGETS, PREPARING REPORTS FOR INVESTORS AND LENDERS...

ASSET MANAGEMENT SERVICES ARE PROVIDED TO LOW-INCOME MULTI-FAMILY RENTAL PROPERTIES AND INCLUDE PREPARING AND MANAGING ANNUAL OPERATING BUDGETS, PREPARING REPORTS FOR INVESTORS AND LENDERS, OVERSEEING THE PROPERTY MANAGEMENT SERVICES, AND ENSURING AND MONITORING COMPLIANCE TO MEET REGULATORY AND ELIGIBILITY REQUIREMENTS OF RESIDENTS.

Program 3

Expenses: $2,673 Revenue: $3,504,779

HOUSING DEVELOPMENT PROGRAMS AND SERVICES INCLUDE ACQUIRING ACCEPTABLE LOCATIONS FOR EITHER NEW CONSTRUCTION OR REHABILITATION OF EXISTING PROPERTIES FOR MULTI-FAMILY RENTAL PROPERTIES AND SINGLE...

HOUSING DEVELOPMENT PROGRAMS AND SERVICES INCLUDE ACQUIRING ACCEPTABLE LOCATIONS FOR EITHER NEW CONSTRUCTION OR REHABILITATION OF EXISTING PROPERTIES FOR MULTI-FAMILY RENTAL PROPERTIES AND SINGLE FAMILY HOUSING UNITS TO PROVIDE AFFORDABLE HOUSING TO LOW-INCOME RESIDENTS, OBTAINING FINANCING FOR THE DEVELOPMENT OF LOW-INCOME PROPERTIES AND HOUSING UNITS, AND MANAGING THE CONSTRUCTION AND/OR REHABILITATION OF LOW-INCOME PROPERTIES AND HOUSING UNITS THROUGH OBTAINING THE CERTIFICATION OF OCCUPANCY AND PROJECT COMPLETION.

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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 $523,306

Program Service Revenue $3,559,415

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,082,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $166,177

Program Expenses $468,921

Other Expenses $754,266

TOTAL EXPENSES $754,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,082,721	$748,900	+4.5%
Expenses	$754,266	$782,121	0.0%
Net Income	$3,328,455	$-33,221	-101.2%

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

$1,703,407

Total Directors

$839,644

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE SAAB	VICE PRESIDENT (UNTIL 10/23)	1.00	Officer Director	$0	$13,324	$98,303
KASSIDI BOENING	VICE PRESIDENT	1.00	Officer Director	$0	$28,632	$172,676
MELISSA CLAYTON	VICE PRESIDENT	1.00	Officer Director	$0	$33,798	$299,520
SHELLY MARQUEZ	PRESIDENT	1.00	Officer Director	$0	$25,412	$269,145
CHAD PAYNE	TREASURER	1.00	Officer	$0	$8,496	$200,685
ELLEN ABRAMS	VICE PRESIDENT	1.00	Officer	$0	$22,735	$118,750
JOANNA CROSBY	VICE PRESIDENT	1.00	Officer	$0	$9,802	$124,515
JOE ROSENBLUM	SECRETARY	1.00	Officer	$0	$10,201	$232,549
KUHL BROWN	VICE PRESIDENT	1.00	Officer	$0	$34,402	$187,264

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	$4,082,721	$754,266	$7,268,830	$3,328,455
2022	$748,900	$782,121	$1,320,196	$-33,221
2021	$448,549	$704,645	$312,555	$-256,096
2020	$386,033	$669,384	$202,013	$-283,351
2019	$245,412	$579,836	$204,973	$-334,424
2018	$352,262	$470,842	$2,286,611	$-118,580