Mohegan Colony Association Inc (EIN 131721631) - 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

1972

Legal Domicile

Principal Officer

Kenneth R Belfer

Phone

9149025752

Tax Period

2023-01-01 to 2023-12-31

Mohegan Colony Association Inc, founded in 1972, is a micro nonprofit that reported $76K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $20K, a strong 26% operating margin.

Mission

To enhance community life through educational, social, cultural and recreational activities and maintenance/preservation of parkland and open space

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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 $19,470

Program Service Revenue $12,713

Investment Income $43,886

Other Revenue $0

TOTAL REVENUE $76,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,262

Fundraising Expenses $0

Program Expenses $49,264

Other Expenses $45,867

TOTAL EXPENSES $56,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,069	$67,495	+0.1%
Expenses	$56,129	$62,108	-0.1%
Net Income	$19,940	$5,387	+2.7%

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

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
Ken Belfer	Trustee, Acting Treasurer	002.00	Officer Director	$0	$0	$0
Sydney Delairre	Trustee	000.50	Director	$0	$0	$0
Douglas Dickan	Trustee	000.50	Director	$0	$0	$0
Andrea Fatica	Trustee	000.50	Director	$0	$0	$0
Lauren Hauck	Trustee	000.20	Director	$0	$0	$0
Ellen Monten	Trustee	002.00	Director	$0	$0	$0
Ken Muller	Trustee	000.50	Director	$0	$0	$0
Judith Omidvaran	Trustee	000.20	Director	$0	$0	$0
Brian Seitz	Trustee	001.00	Director	$0	$0	$0
Judith Shuldiner	Trustee	000.50	Director	$0	$0	$0
Teresa Gullo	Trustee Treasurer on leave	002.00	Officer Director	$0	$0	$0
Eric Feldman	Trustee	000.20	Director	$0	$0	$0
John Heffernan	President	002.00	Officer	$0	$0	$0
Cora Impenna	Vice President	001.00	Officer	$0	$0	$0
Mary Reilly	Secretary	002.00	Officer	$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
2023	$76,069	$56,129	$1,034,251	$19,940
2022	$67,495	$62,108	$995,919	$5,387
2021	$68,580	$58,710	$1,041,842	$9,870
2020	$64,574	$51,453	$1,012,553	$13,121

Mohegan Colony Association Inc