Apple Valley Senior Citizens Club (EIN 237408782) - 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

1985

Legal Domicile

Principal Officer

Marshall Warren

Phone

7602473155

Tax Period

2023-01-01 to 2023-12-31

Apple Valley Senior Citizens Club, founded in 1985, is a small nonprofit that reported $457K in total revenue in fiscal year 2023. Expenses of $429K left a modest 6% surplus.

Mission

To provide information and social services to seniors in the local community

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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 $11,824

Program Service Revenue $164,123

Investment Income $2,122

Other Revenue $278,923

TOTAL REVENUE $456,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $104,579

Fundraising Expenses $147,487

Program Expenses $208,950

Other Expenses $324,162

TOTAL EXPENSES $428,741

Year-over-Year Comparison

	2023	2022	Change
Revenue	$456,992	$427,243	+0.1%
Expenses	$428,741	$419,712	+0.0%
Net Income	$28,251	$7,531	+2.8%

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

200

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
Tee Fuimaono	Fin. Secretary	10.00	Director	$0	$0	$0
Ken Kindred	2nd VP	5.00	Director	$0	$0	$0
Harold Johnson 2023	President	35.00	Officer Director	$0	$0	$0
Sonya Rugg	Secretary	8.00	Officer Director	$0	$0	$0
Peggy Flamme	1st VP	20.00	Director	$0	$0	$0
Dee Youngerman	Treasurer	20.00	Officer Director	$0	$0	$0
Robert Martinez	Thrift Chair	18.00	Director	$0	$0	$0
Don Doolen	Director	5.00	Director	$0	$0	$0
Sandie Gilbert	Bingo Chair	20.00	Director	$0	$0	$0
Sylvia Dunkel	Director	5.00	Director	$0	$0	$0
Yvonne Spallino	Director	5.00	Director	$0	$0	$0
Lou Stine 2023	Fin. Secretary	5.00	Director	$0	$0	$0
Diane Childress	Director	5.00	Director	$0	$0	$0
Evelyn Cooley	Director	5.00	Director	$0	$0	$0
Marshall Warren	President	40.00	Director	$0	$0	$0
Ramelle Power	Corr. Secretary	25.00	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
2024	No data	No data	No data	No data
2023	$456,992	$428,741	$1,036,171	$28,251
2022	$427,243	$419,712	$1,005,036	$7,531
2021	$330,196	$304,083	$1,000,848	$26,113
2020	$311,545	$257,556	$1,041,501	$53,989
2019	$448,380	$488,766	$922,888	$-40,386
2018	$492,708	$541,542	$964,076	$-48,834

Apple Valley Senior Citizens Club