IRVINE SENIOR TRAVELERS (EIN 330052560) - 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

JOYCE DUFF

Phone

9496794496

Tax Period

2020-01-01 to 2020-12-31

IRVINE SENIOR TRAVELERS, founded in 1985, is a micro nonprofit that reported $8K in total revenue in fiscal year 2020. Revenue fell 84% from the prior year — a significant decline worth monitoring. Net assets of $34K represent 50 months of operating reserves.

Mission

IN ASSOCIATION WITH THE COMMUNITY SERVICES DEPARTMENT OF THE CITY OF IRVINE, TO ASSIST, COORDINATE, AND HELP PROVIDE TRAVEL PROGRAMS FOR SENIOR CITIZENS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,103

Investment Income $12

Other Revenue $0

TOTAL REVENUE $8,115

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,670

Other Expenses $8,903

TOTAL EXPENSES $8,903

Year-over-Year Comparison

	2020	2019	Change
Revenue	$8,115	$50,703	-0.8%
Expenses	$8,903	$46,565	-0.8%
Net Income	$-788	$4,138	-1.2%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY MARSING- BAILEY	TRAVEL SPECI	2.00	Director	$0	$0	$0
ROBIN DOBEASKY	BOARD MEMBER	2.00	Director	$0	$0	$0
JOYCE DUFF	PRESIDENT	2.00	Officer Director	$0	$0	$0
AUDRY MCGILLICUDDY	TREASURER	4.00	Officer Director	$0	$0	$0
DEANNE PARKER	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRIS REED	EXECUTIVE BO	2.00	Director	$0	$0	$0
CHRIS REED	BOARD MEMBER	2.00	Director	$0	$0	$0
JEAN SCOTT	TELEPHONE CH	2.00	Director	$0	$0	$0
CAROL TIDWELL	BOARD MEMBER	2.00	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
2020	$8,115	$8,903	$34,073	$-788
2019	$50,703	$46,565	$34,861	$4,138
2018	$69,507	$63,234	$35,253	$6,273

IRVINE SENIOR TRAVELERS