MESA SENIOR MEADOWS (EIN 860897708) - 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

1997

Legal Domicile

Principal Officer

SHELLY MARQUEZ

Phone

3038303300

Tax Period

2024-01-01 to 2024-12-31

MESA SENIOR MEADOWS, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $362K in total revenue in fiscal year 2024.

Mission

OPERATE LOW-INCOME PROJECTS AND PROVIDE SUPPORTIVE SERVICES FOR LOW-INCOME FAMILIES, HANDICAPPED, HOMELESS, AND DISADVANTAGED PERSONS

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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 (2024)

Revenue Breakdown

Contributions & Grants $215,593

Program Service Revenue $143,815

Investment Income $289

Other Revenue $2,557

TOTAL REVENUE $362,254

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $347,715

Other Expenses $387,528

TOTAL EXPENSES $387,528

Year-over-Year Comparison

	2024	2023	Change
Revenue	$362,254	$349,968	+0.0%
Expenses	$387,528	$388,678	0.0%
Net Income	$-25,274	$-38,710	-0.3%

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

$1,729,931

Total Directors

$788,080

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KASSIDI BOENING	VICE PRESIDENT/DIRECTOR	0.10	Officer Director	$0	$31,209	$195,151
MELISSA CLAYTON	VICE PRESIDENT/DIRECTOR	0.10	Officer Director	$0	$35,478	$308,489
SHELLY MARQUEZ	PRESIDENT/DIRECTOR	0.10	Officer Director	$0	$29,805	$284,440
CHAD PAYNE	TREASURER	0.10	Officer	$0	$9,965	$211,480
ELLEN ABRAMS	VICE PRESIDENT	0.10	Officer	$0	$27,036	$136,686
JOANNA CROSBY	VICE PRESIDENT	0.10	Officer	$0	$11,882	$149,072
JOE ROSENBLUM	SECRETARY	0.10	Officer	$0	$10,382	$242,964
KUHL BROWN	VICE PRESIDENT	0.10	Officer	$0	$35,660	$201,649

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	$362,254	$387,528	$675,719	$-25,274
2023	$349,968	$388,678	$723,026	$-38,710
2022	$293,486	$373,074	$736,512	$-79,588
2021	$279,388	$360,379	$822,989	$-80,991
2020	$278,217	$331,261	$890,774	$-53,044
2019	$261,926	$309,583	$944,498	$-47,657
2018	$254,099	$333,223	$1,009,262	$-79,124

MESA SENIOR MEADOWS