COLONIAL CLUB INC (EIN 237071027) - 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

1969

Legal Domicile

Principal Officer

ROBERT POWER

Phone

6088374611

Tax Period

2023-01-01 to 2023-12-31

COLONIAL CLUB INC, founded in 1969, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.3M left a modest 4% surplus.

Mission

TO ENHANCE THE WELL BEING AND INDEPENDENCE OF OLDER ADULTS.

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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 $1,000,345

Program Service Revenue $267,538

Investment Income $20,479

Other Revenue $42,577

TOTAL REVENUE $1,330,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $779,581

Fundraising Expenses $51,937

Program Expenses $1,037,683

Other Expenses $499,354

TOTAL EXPENSES $1,278,935

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,330,939	$1,310,470	+0.0%
Expenses	$1,278,935	$1,242,736	+0.0%
Net Income	$52,004	$67,734	-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

Volunteers

300

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

$122,299

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY FOREST	PRESIDENT	2.00	Officer Director	$0	$0	$0
PHIL WIEDNBECK	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JIM MASTRANGELO	TREASURER	2.00	Officer Director	$0	$0	$0
SARAH RUBLEIN	DIRECTOR	2.00	Director	$0	$0	$0
JIM HOFFMAN	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS RUPP	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT POWER	EXECUTIVE DIRECTOR	40.00	Officer	$92,147	$30,152	$122,299

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	$1,330,939	$1,278,935	$2,897,206	$52,004
2022	$1,310,470	$1,242,736	$2,748,984	$67,734
2021	$1,518,474	$1,162,711	$2,844,855	$355,763
2020	$1,312,733	$1,184,987	$2,535,059	$127,746
2019	$1,451,110	$1,207,362	$2,172,266	$243,748
2018	$1,378,882	$1,194,427	$1,832,474	$184,455

COLONIAL CLUB INC