FRIENDS OF NATICK SENIOR CENTER INC (EIN 042656663) - 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

1977

Legal Domicile

Principal Officer

JERRY PIERCE

Phone

5086476540

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF NATICK SENIOR CENTER INC, founded in 1977, is a micro nonprofit in the Human Services sector that reported $75K in total revenue in fiscal year 2023. The organization ran a surplus of $48K, a strong 64% operating margin.

Mission

WELL-BEING OF SENIOR CITIZENS

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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 $64,791

Program Service Revenue $0

Investment Income $8,505

Other Revenue $1,908

TOTAL REVENUE $75,204

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,480

Other Expenses $25,177

TOTAL EXPENSES $27,177

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,204	N/A	N/A
Expenses	$27,177	N/A	N/A
Net Income	$48,027	$0	N/A

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

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
JOAN BACE	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
VIRGINIA CONSTANTINE	CO-PRESIDENT	1.00	Officer Director	$0	$0	$0
JERRY PIERCE	TREASURER	1.00	Officer Director	$0	$0	$0
MARGARET GATELY	CLERK	1.00	Officer Director	$0	$0	$0
SAUL BEAUMONT	COA REPRESENTATIVE	1.00	Officer Director	$0	$0	$0
LORRAINE MCNALLY	COA DEPUTY DIRECTOR	1.00	Officer Director	$0	$0	$0
FRED GLASS	BOARD MEMBER	1.00	Director	$0	$0	$0
DICK YETMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LOIS BENARD	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY THAYER	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT SEVERANCE	BOARD MEMBER	1.00	Director	$0	$0	$0
CINDY HURLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLOTTE SWARTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB MINSHULL	BOARD MEMBER	1.00	Director	$0	$0	$0
LILA PACKER	FORMER BOARD MEMBER	1.00	Director	$0	$0	$0
MARYJANE BURGESS	FORMER BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY UBALDINO	FORMER BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY D'ANTONIO	FORMER BOARD MEMBER	1.00	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
2023	$75,204	$27,177	$512,703	$48,027
2021	$412,253	$24,199	$462,940	$388,054

FRIENDS OF NATICK SENIOR CENTER INC