OLD GUARD OF GREATER POINT PLEASANT C/O CHASE ADDARIO (EIN 216018597) - 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

1957

Legal Domicile

Principal Officer

PHILLIP JONES

Phone

7328999129

Tax Period

2023-01-01 to 2023-12-31

OLD GUARD OF GREATER POINT PLEASANT C/O CHASE ADDARIO, founded in 1957, is a micro nonprofit in the Recreation & Sports sector that reported $14K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $60K exceeded revenue, resulting in a 325% operating deficit.

Mission

TO PROVIDE EVENTS THAT ENCOURAGE RETIREES TO ENGAGE IN MEANINGFUL DIALOGUE AND COGNITIVE DEVELOPMENT TO ENABLE THEM TO HAVE A BETTER QUALITY OF LIFE WHILE ALSO PROVIDEING NEEDED COMMUNITY BETTERMENT

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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 $750

Program Service Revenue $3,689

Investment Income $9,695

Other Revenue $0

TOTAL REVENUE $14,134

Expense Breakdown

Grants Paid $43,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,435

Other Expenses $17,104

TOTAL EXPENSES $60,104

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,134	$15,180	-0.1%
Expenses	$60,104	$68,598	-0.1%
Net Income	$-45,970	$-53,418	-0.1%

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

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	Role	Reportable Comp	Other Comp	Total
FRANK SOCCI	PRESIDENT	Officer	$0	$0	$0
DAVE MORRIS	1ST VICE PRE	Officer	$0	$0	$0
RICHARD CAFIERO	2ND VICE PRE	Officer	$0	$0	$0
ROBERT WEEDEN	TREASURER	Officer	$0	$0	$0
PHILLIP JONES	ASSISTANT TR	Officer	$0	$0	$0
JOSEPH ADDARIO	FINANCIAL SE	Officer	$0	$0	$0
STEVE PIZZELLA	SECRETARY	Officer	$0	$0	$0
EMIL BAROSKA	CHAPLIN	Officer	$0	$0	$0
JACK BREDA	TRUSTEE	Officer	$0	$0	$0
JOSEPH SHANNON	TRUSTEE	Officer	$0	$0	$0
WILLIAM WILHELM	TRUSTEE	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
2023	$14,134	$60,104	$335,236	$-45,970
2022	$15,180	$68,598	$365,623	$-53,418
2021	$17,850	$72,780	$484,310	$-54,930
2020	$19,331	$85,765	$546,442	$-66,434
2019	$87,991	$196,422	$620,899	$-108,431
2018	$30,870	$46,737	$720,944	$-15,867

OLD GUARD OF GREATER POINT PLEASANT C/O CHASE ADDARIO