DARTMOUTH FRIENDS OF THE ELDERLY INC (EIN 043033727) - 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

1986

Legal Domicile

Principal Officer

MARIA CONNOR

Phone

5089994717

Tax Period

2019-01-01 to 2019-12-31

DARTMOUTH FRIENDS OF THE ELDERLY INC, founded in 1986, is a small nonprofit in the Human Services sector that reported $236K in total revenue in fiscal year 2019. Revenue surged 157% from the prior year, signaling strong growth momentum. The organization ran a surplus of $117K, a strong 50% operating margin.

Mission

TO ASSIST THE TOWN OF DARTMOUTH IN FUNDING OPERATIONS OF THE COUNCIL ON AGING.

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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 (2019)

Revenue Breakdown

Contributions & Grants $156,288

Program Service Revenue $0

Investment Income $124

Other Revenue $79,469

TOTAL REVENUE $235,881

Expense Breakdown

Grants Paid $105,792

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $112,424

Other Expenses $12,637

TOTAL EXPENSES $118,429

Year-over-Year Comparison

	2019	2018	Change
Revenue	$235,881	$91,649	+1.6%
Expenses	$118,429	$89,064	+0.3%
Net Income	$117,452	$2,585	+44.4%

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
BILL ANDERSON	ASST. TREASURER	10.00	Officer Director	$0	$0	$0
TERRY LARSON	DIRECTOR	5.00	Director	$0	$0	$0
WAYNE WHALLEY	DIRECTOR	5.00	Director	$0	$0	$0
MARIA CONNOR	PRESIDENT	10.00	Officer Director	$0	$0	$0
ELLEN HULL	DIRECTOR	5.00	Director	$0	$0	$0
ELEANOR WHITE	SECRETARY	10.00	Officer Director	$0	$0	$0
ELLIE MARLAND	DIRECTOR	5.00	Director	$0	$0	$0
MILENA MELLO	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN BULLOCK	DIRECTOR	5.00	Director	$0	$0	$0
ENID SILVA	DIRECTOR	5.00	Director	$0	$0	$0
RON SOUZA	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTINE CROFTON	TREASURER	10.00	Officer Director	$0	$0	$0
MARGARET ANDERSON	MEMBERSHIP SECRETARY	10.00	Officer Director	$0	$0	$0
KARIE ANNE MONAST	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
MARY ANN FERREIRA	DIRECTOR	5.00	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
2024	No data	No data	No data	No data
2019	$235,881	$118,429	$349,168	$117,452

DARTMOUTH FRIENDS OF THE ELDERLY INC