OLIVEDALE SENIOR CITIZENS OF FAIRFIELD COUNTY (EIN 237365327) - 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

1972

Legal Domicile

Principal Officer

CARLA YOUNG

Phone

7406876655

Tax Period

2023-01-01 to 2023-12-31

OLIVEDALE SENIOR CITIZENS OF FAIRFIELD COUNTY, founded in 1972, is a small nonprofit in the Human Services sector that reported $212K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $192K left a modest 10% surplus.

Mission

A PREMIER RECREATIONAL & EDUCATIONAL FACILITY FOR THE 55 OF AGE AND OLDER THAT PROVIDES MEMBERS WITH THE OPPORTUNITY TO PURSUE THEIR INTEREST IN FINE ARTS, SPORTS, HOBBIES, TRAVEL, HEALTH, WELLNESS AND CULTURAL LEARNING OPPORUNITIES.

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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 $17,737

Program Service Revenue $177,305

Investment Income $17,023

Other Revenue $0

TOTAL REVENUE $212,065

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $187,375

Other Expenses $191,675

TOTAL EXPENSES $191,675

Year-over-Year Comparison

	2023	2022	Change
Revenue	$212,065	$173,344	+0.2%
Expenses	$191,675	$163,288	+0.2%
Net Income	$20,390	$10,056	+1.0%

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

190

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

$53,473

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY BITLER	BD MEMBER	0.25	Director	$0	$0	$0
KELLY PRINZ	SECRETARY	0.40	Officer Director	$0	$0	$0
KAREN SANNER	TREASURER	3.00	Officer Director	$0	$0	$0
JOHN LUNN	LEGAL ADVISO	0.40	Director	$0	$0	$0
LARRY WENTZ	PAST PRESIDE	0.25	Director	$0	$0	$0
JAMES BROWNFIELD	PRESIDENT	0.25	Officer Director	$0	$0	$0
CARL DRURY	BD MEMBER	0.25	Director	$0	$0	$0
SONJA HOFFMANN	BD MEMBER	0.25	Director	$0	$0	$0
WILLIAM BILL REED	BD MEMBER	0.25	Director	$0	$0	$0
DIANE HEIMBERGER	BD MEMBER	0.25	Director	$0	$0	$0
MARILYN KUEBLER	BD MEMBER	0.25	Director	$0	$0	$0
NANCY BLAIR	VICE PRESIDE	0.25	Director	$0	$0	$0
BOB SHUPE	BD MEMBER	0.25	Director	$0	$0	$0
STEVE GAYFIELD	LANCASTER PA	0.25	Officer	$0	$0	$0
CARLA YOUNG	OLIVEDALE PA	40.00	Officer	$0	$0	$53,473

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	$212,065	$191,675	$466,823	$20,390
2022	$173,344	$163,288	$440,369	$10,056
2021	$115,110	$86,691	$441,903	$28,419
2020	$185,483	$250,941	$411,877	$-65,458
2019	$303,496	$301,676	$476,017	$1,820
2018	$275,740	$220,331	$473,784	$55,409

OLIVEDALE SENIOR CITIZENS OF FAIRFIELD COUNTY