RETIRED FRIEND'S CLUB OF GREENDALE (EIN 042660151) - 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

1952

Legal Domicile

Principal Officer

JAMES GALLAGHER

Phone

5088685586

Tax Period

2024-09-01 to 2025-08-31

RETIRED FRIEND'S CLUB OF GREENDALE, founded in 1952, is a small nonprofit that reported $145K in total revenue in fiscal year 2024. Revenue fell 88% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $36K, a strong 25% operating margin.

Mission

ALL FUNCTIONS ARE FOR THE PURPOSES OF FELLOWSHIP MEETING AND GOOD WILL ALONG WITH TRAVELING FOR ENJOYMENT FELLOWSHIP AND RELAXATION FOR ALL THE MEMBERS.

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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 $16,385

Program Service Revenue $110,603

Investment Income $0

Other Revenue $17,932

TOTAL REVENUE $144,920

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $109,141

TOTAL EXPENSES $109,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$144,920	$1,166,174	-0.9%
Expenses	$109,141	$1,144,932	-0.9%
Net Income	$35,779	$21,242	+0.7%

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
STANLEY I SWENSON	PRESIDENT	8.00	Director	$0	$0	$0
JOHN PEPI	2ND VICE PRESIDENT	8.00	Director	$0	$0	$0
COEL KOLEGUE	3RD VICE PRESIDENT	4.00	Director	$0	$0	$0
DAVID COCHRAN	TREASURER	20.00	Director	$0	$0	$0
JOHN R KELLY	ASSOCIATE TREASURER	4.00	Director	$0	$0	$0
EDWARD F HARRISON	ASSOCIATE TREASURER	4.00	Director	$0	$0	$0
KENNETH W BUMA	MEMBERSHIP CO-CHAIR	4.00	Director	$0	$0	$0
DAVID E DAOUST	MEMBERSHIP CO-CHAIR	4.00	Director	$0	$0	$0
RICHARD W FERGUSON	RETIRING PRESIDENT DIRECTOR	4.00	Director	$0	$0	$0
GEORGE F BERRY	DIRECTOR	4.00	Director	$0	$0	$0
JAMES S GALLAGHER	DIRECTOR	4.00	Director	$0	$0	$0
JAMES F HESTER III	DIRECTOR	4.00	Director	$0	$0	$0
RICHARD J PINKES	DIRECTOR	4.00	Director	$0	$0	$0
RALPH V SHAPIRO	DIRECTOR	4.00	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	$144,920	$109,141	$169,617	$35,779
2024	$1,166,174	$1,144,932	$155,415	$21,242
2023	$17,838	$87,731	$59,089	$-69,893
2022	$45,895	$69,951	$167,097	$-24,056
2021	$20,870	$36,968	$143,992	$-16,098
2020	$56,957	$75,907	$260,522	$-18,950

RETIRED FRIEND'S CLUB OF GREENDALE