AFFINITY LEGACY INC (EIN 133330672) - 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

CLARA HANSEN

Phone

5169821146

Tax Period

2024-01-01 to 2024-12-31

AFFINITY LEGACY INC, founded in 1986, is a mid-sized nonprofit in the Health Care sector that reported $17.4M in total revenue in fiscal year 2024. Revenue surged 167% from the prior year, signaling strong growth momentum. Expenses of $46.9M exceeded revenue, resulting in a 170% operating deficit.

Mission

IMPROVE THE HEALTH AND WELL-BEING OF THE PEOPLE IN THE COMMUNITIES WE SERVE.

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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 $0

Investment Income $17,359,593

Other Revenue $1,582

TOTAL REVENUE $17,361,175

Expense Breakdown

Grants Paid $45,457,528

Salaries & Benefits $811,239

Fundraising Expenses $0

Program Expenses $45,457,528

Other Expenses $648,369

TOTAL EXPENSES $46,917,136

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,361,175	$6,510,173	+1.7%
Expenses	$46,917,136	$20,746,074	+1.3%
Net Income	$-29,555,961	$-14,235,901	+1.1%

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

$663,862

Total Directors

$166,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PALOMA IZQUIERDO-HERNANDEZ	CHAIR	1.00	Officer Director	$25,000	$0	$25,000
LYNN SHERMAN	TREASURER	1.00	Officer Director	$23,000	$0	$23,000
LINDA MULLER	SECRETARY	1.00	Officer Director	$16,000	$0	$16,000
YVETTE WALKER MD	TRUSTEE	1.00	Director	$22,000	$0	$22,000
NANETTE FALKENBERG	TRUSTEE	1.00	Director	$24,000	$0	$24,000
JUDITH FAIRWEATHER	TRUSTEE	1.00	Director	$24,000	$0	$24,000
VERONA GREENLAND	TRUSTEE	1.00	Director	$17,000	$0	$17,000
BRIAN MCINDOE	TRUSTEE	1.00	Director	$15,000	$0	$15,000
CLARA MERCEDES HANSEN	EXECUTIVE DIRECTOR	40.00	Officer	$355,950	$99,912	$455,862
RACHEL AMALFITANO	CFO/CONSULTANT	10.00	Officer	$144,000	$0	$144,000
JOHN SARDELIS	FORMER TRUSTEE	0.00		$25,000	$0	$25,000

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	$17,361,175	$46,917,136	$60,898,886	$-29,555,961
2023	$6,510,173	$20,746,074	$90,656,064	$-14,235,901
2022	$1,879,919	$6,745,121	$104,244,580	$-4,865,202
2021	$1,313,307,523	$1,288,285,065	$103,380,908	$25,022,458
2020	$1,379,499,237	$1,302,690,695	$556,524,045	$76,808,542
2019	$1,320,364,389	$1,296,744,238	$364,330,819	$23,620,151
2018	$1,543,501,650	$1,534,985,558	$434,398,057	$8,516,092

AFFINITY LEGACY INC