Levy Senior Center Foundation Inc C/O Judy Newton (EIN 363498610) - 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

1986

Legal Domicile

Principal Officer

Judy Newton

Phone

8474488250

Tax Period

2023-01-01 to 2023-12-31

Levy Senior Center Foundation Inc C/O Judy Newton, founded in 1986, is a small nonprofit that reported $198K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. Net assets of $1.1M represent 68 months of operating reserves.

Mission

The foundation operates to improve the quality of life for seniors.

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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 $149,412

Program Service Revenue $0

Investment Income $41,662

Other Revenue $7,163

TOTAL REVENUE $198,237

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $21,714

Program Expenses $76,552

Other Expenses $194,441

TOTAL EXPENSES $194,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$198,237	$126,223	+0.6%
Expenses	$194,441	$193,864	+0.0%
Net Income	$3,796	$-67,641	-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

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 Newton	Chair	1.0	Officer Director	$0	$0	$0
Annie Reiman	Co Vice Chair	1.0	Officer Director	$0	$0	$0
Hugo Rodriguez	Co Vice Chair	1.0	Officer Director	$0	$0	$0
John Peterson	Secretary	1.0	Officer Director	$0	$0	$0
Dorrance Halverson	Treasurer	1.0	Officer Director	$0	$0	$0
Robert Anthony	Director	1.0	Director	$0	$0	$0
Robert Bady	Director	1.0	Director	$0	$0	$0
Mike Fogarty	Director	1.0	Director	$0	$0	$0
Jill Korshak	Director	1.0	Director	$0	$0	$0
John Given	Director	1.0	Director	$0	$0	$0
Toni Sims	Director	1.0	Director	$0	$0	$0
Gerri Sizemore	Director	1.0	Director	$0	$0	$0
Pamela Harvey	Director	1.0	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	$198,237	$194,441	$1,121,390	$3,796
2022	$126,223	$193,864	$1,051,949	$-67,641
2021	$294,144	$215,204	$1,288,504	$78,940
2020	$259,279	$189,902	$997,805	$69,377
2019	$238,149	$244,830	$928,428	$-6,681
2018	$174,498	$145,460	$935,109	$29,038

Levy Senior Center Foundation Inc C/O Judy Newton