MABEL SWAN II

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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

1992

Legal Domicile

Principal Officer

DOUG BERND

Phone

4255621200

Tax Period

2024-10-01 to 2025-09-30

MABEL SWAN II, founded in 1992, is a small nonprofit in the Housing & Shelter sector that reported $264K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $350K exceeded revenue, resulting in a 33% operating deficit.

Mission

TO PROVIDE 45 UNITS OF LOW INCOME HOUSING FOR THE ELDERLY.

Program Service Accomplishments

Program 1

Expenses: $302,404 Revenue: $260,252

MABEL SWAN II PROVIDES 45 RENTAL UNITS TO LOW INCOME ELDERLY RESIDENTS UNDER THE AUSPICE OF HUD.

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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 $0

Program Service Revenue $260,252

Investment Income $3,757

Other Revenue $0

TOTAL REVENUE $264,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,899

Fundraising Expenses $0

Program Expenses $302,404

Other Expenses $288,000

TOTAL EXPENSES $349,899

Year-over-Year Comparison

	2024	2023	Change
Revenue	$264,009	$241,885	+0.1%
Expenses	$349,899	$356,366	0.0%
Net Income	$-85,890	$-114,481	-0.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG BERND	PRESIDENT	2.00	Officer Director	$0	$0	$0
DEBBI BALDWIN	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
LINDA DRUMHILLER	TREASURER	2.00	Officer Director	$0	$0	$0
JOE PARK	SECRETARY	2.00	Officer Director	$0	$0	$0
BRUCE BACON	DIRECTOR	2.00	Director	$0	$0	$0
JAY SENTZ	DIRECTOR	2.00	Director	$0	$0	$0
BEN ANTONIO	DIRECTOR	2.00	Director	$0	$0	$0

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	$264,009	$349,899	$1,355,836	$-85,890
2024	$241,885	$356,366	$1,441,696	$-114,481
2023	$229,047	$342,028	$1,533,978	$-112,981
2022	$228,401	$312,365	$1,644,856	$-83,964
2021	$231,684	$293,275	$1,727,058	$-61,591
2020	$229,208	$308,105	$1,797,028	$-78,897
2019	$221,939	$291,016	$1,862,843	$-69,077
2018	$213,040	$283,509	$1,938,898	$-70,469