MIZELL SENIOR CENTER ENDOWMENT FUND (EIN 330696687) - 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

1995

Legal Domicile

Principal Officer

MARK MARSHALL

Phone

7603235689

Tax Period

2023-07-01 to 2024-06-30

MIZELL SENIOR CENTER ENDOWMENT FUND, founded in 1995, is a micro nonprofit in the Unknown sector that reported $34K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22K, a strong 64% operating margin.

Mission

THE MIZELL SENIOR CENTER ENDOWMENT FUND WAS ORGANIZED TO FUND THE CHARITABLE SERVICES FOR SENIORS IN THE PALM SPRINGS AREA THROUGH THE MIZELL CENTER (AN AFFILIATED 501(C)(3) ORGANIZATION).

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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 $0

Program Service Revenue $0

Investment Income $33,641

Other Revenue $0

TOTAL REVENUE $33,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $12,069

TOTAL EXPENSES $12,069

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,641	$26,217	+0.3%
Expenses	$12,069	$15,773	-0.2%
Net Income	$21,572	$10,444	+1.1%

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

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
MARK MARSHALL	PRESIDENT	0.25	Officer Director	$0	$0	$0
BRIAN WACHS CPA	TREASURER	0.25	Officer Director	$0	$0	$0
BRIAN CHAVARIN	SECRETARY	1.00	Officer Director	$0	$0	$0
CRAIG BORBA EDD	BOARD MEMBER	0.25	Director	$0	$0	$0
LISA KAZANDJIAN	BOARD MEMBER	N/A	Director	$0	$0	$0
NILA TATUM	BOARD MEMBER	N/A	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	No data	No data	No data	No data
2024	$33,641	$12,069	$1,228,948	$21,572
2023	$26,217	$15,773	$1,167,165	$10,444
2022	$44,211	$15,118	$1,133,573	$29,093
2021	$26,103	$18,623	$1,309,038	$7,480
2020	$19,784	$51,507	$1,158,935	$-31,723
2019	$31,941	$125,625	$1,234,062	$-93,684
2018	$28,633	$136,981	$1,320,060	$-108,348

MIZELL SENIOR CENTER ENDOWMENT FUND