Medford Leas Residents Association (EIN 237211428) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Phone

6403560100

Tax Period

2024-07-01 to 2025-06-30

Medford Leas Residents Association, founded in 1978, is a small nonprofit that reported $272K in total revenue in fiscal year 2024.

Mission

Association of the residents of Medford Leas, a retirement community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $226,527

Program Service Revenue $37,958

Investment Income $7,088

Other Revenue $480

TOTAL REVENUE $272,053

Expense Breakdown

Grants Paid $189,458

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $261,452

Other Expenses $87,148

TOTAL EXPENSES $276,606

Year-over-Year Comparison

	2024	2023	Change
Revenue	$272,053	$258,629	+0.1%
Expenses	$276,606	$235,382	+0.2%
Net Income	$-4,553	$23,247	-1.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

120

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
Rick Bushnell	Member	5.00	Director	$0	$0	$0
Georgie Downs	Member	5.00	Director	$0	$0	$0
Barbara Brown	Member	5.00	Director	$0	$0	$0
Linda Buurma	Asst VP	5.00	Officer Director	$0	$0	$0
Tom Roberts	Member	5.00	Director	$0	$0	$0
Nancy Buchanan	Treasurer	5.00	Officer Director	$0	$0	$0
Kathy Roberts	President	5.00	Officer Director	$0	$0	$0
Marc Mostovoy	Member	5.00	Director	$0	$0	$0
Kathy Tarr	Member	5.00	Director	$0	$0	$0
Mary Ainsworth	Secretary	5.00	Officer Director	$0	$0	$0
Nancy Young	Vice President	5.00	Officer Director	$0	$0	$0
Jeanette Peterson	Asst Sec	5.00	Officer Director	$0	$0	$0
Walt Lyons	Member	5.00	Director	$0	$0	$0
Willy Wallendal	Member	5.00	Director	$0	$0	$0
Frank Schoen	Asst Treasurer	5.00	Officer 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	$272,053	$276,606	$234,200	$-4,553
2024	$258,629	$235,382	$238,753	$23,247
2023	$259,605	$215,513	$215,506	$44,092
2022	$277,567	$285,607	$171,414	$-8,040
2021	$289,322	$277,657	$179,454	$11,665
2020	$274,858	$292,115	$167,789	$-17,257
2019	$296,218	$277,841	$185,048	$18,377

Medford Leas Residents Association