CLAREMONT SENIOR FOUNDATION INC

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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

2006

Legal Domicile

Principal Officer

DONALD M PATTISON

Phone

9096251848

Tax Period

2024-01-01 to 2024-12-31

CLAREMONT SENIOR FOUNDATION INC, founded in 2006, is a micro nonprofit in the Human Services sector that reported $76K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 33% operating margin.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE SUPPORT FOR SENIOR PROGRAMS IN THE CITY OF CLAREMONT.

Program Service Accomplishments

Program 1

Expenses: $40,516 Revenue: $0

THE CSF PROVIDES FINANCIAL SUPPORT FOR THE SENIOR CITIZENS OF CLAREMONT BY ASSISTING WITH THEIR HEALTH AND NUTRITIONAL NEEDS ALONG WITH SUPPORT FOR MAINTENANCE AND UPGRADES OF FACILITIES THAT SERVE THE CLAREMONT SENIOR COMMUNITY. THE CSF, THROUGH GRANTS TO THE CLAREMONT COMMITTEE ON AGING, SUPPORTS CLAREMONT SENIOR CENTER PROGRAMING THAT COVERS HEALTH, WELLNESS, SAFETY, AND OTHER EDUCATION CLASSES AND ACTIVITIES FOR SENIORS. IN ADDITION, THE CSF PROVIDES FINANCIAL SUPPORT TO THE CLAREMONT SENIOR EMERGENCY FUND WHICH PROVIDES EMERGENCY FUNDING FOR SENIORS IN NEED OF GRANTS FOR RENT, UTILITIES, FOOD, AND OTHER DAILY LIVING EXPENSES.

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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 $13,894

Program Service Revenue $0

Investment Income $62,399

Other Revenue $0

TOTAL REVENUE $76,293

Expense Breakdown

Grants Paid $40,516

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,516

Other Expenses $10,517

TOTAL EXPENSES $51,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$76,293	$42,524	+0.8%
Expenses	$51,033	$9,706	+4.3%
Net Income	$25,260	$32,818	-0.2%

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
DONALD M PATTISON	PRESIDENT/BOARD CHAIR	3.00	Officer Director	$0	$0	$0
RICHARD FASS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
PATRICIA COYE	TREASURER	2.00	Officer Director	$0	$0	$0
PAUL ROACH	SECRETARY	1.00	Officer Director	$0	$0	$0
RON BOLDING	DIRECTOR	1.00	Director	$0	$0	$0
KAREN ROSENTHAL	DIRECTOR	1.00	Director	$0	$0	$0
MARY WEIS	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM WELLS	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ESCHLEMAN	DIRECTOR	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
2025	No data	No data	No data	No data
2024	$76,293	$51,033	$949,832	$25,260
2023	$42,524	$9,706	$904,446	$32,818
2022	$47,005	$19,586	$801,311	$27,419
2021	$91,254	$19,950	$914,971	$71,304
2020	$44,551	$23,778	$803,004	$20,773
2019	$58,690	$52,235	$739,035	$6,455
2018	$46,263	$62,203	$649,094	$-15,940
2017	$52,192	$55,875	$720,574	$-3,683