CROIXDALE (EIN 410843106) - 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

1956

Legal Domicile

Principal Officer

JONATHAN FLETCHER

Phone

6516316162

Tax Period

2023-10-01 to 2024-09-30

CROIXDALE, founded in 1956, is a community nonprofit that reported $8.1M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 39% operating margin.

Mission

THE MISSION OF THE ORGANIZATION IS TO HONOR GOD BY ENRICHING THE LIVES AND TOUCHING THE HEARTS OF OLDER ADULTS.

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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 $19,120

Program Service Revenue $5,436,440

Investment Income $2,613,778

Other Revenue $73,331

TOTAL REVENUE $8,142,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,563,496

Fundraising Expenses $0

Program Expenses $3,981,242

Other Expenses $2,402,054

TOTAL EXPENSES $4,965,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,142,669	$6,558,745	+0.2%
Expenses	$4,965,550	$4,941,911	+0.0%
Net Income	$3,177,119	$1,616,834	+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

222

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

$1,089,847

Total Directors

$1,089,847

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN LINDH	BD VCHR/SEC/CEO	1.00	Officer Director	$0	$26,250	$1,089,847
MARK MEYER	CFO	1.00		$0	$21,646	$500,746
JOHN FLETCHER	VP DEVELOPMENT	1.00		$0	$28,581	$408,665
MARK PEDERSON	VP OPERATIONS	1.00		$0	$21,854	$295,435
JASON HOWARD	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DUANE LARSON	BOARD MEMBER	0.00	Director	$0	$0	$0
JULIE GRAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTI MAHNKE	BOARD MEMBER	1.00	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	$8,142,669	$4,965,550	$28,811,530	$3,177,119
2023	$6,558,745	$4,941,911	$26,955,783	$1,616,834
2022	$2,873,414	$4,895,036	$25,870,672	$-2,021,622
2021	$6,249,042	$4,349,173	$28,613,646	$1,899,869
2020	$5,260,160	$4,146,263	$26,624,103	$1,113,897
2019	$5,145,303	$4,141,102	$25,875,465	$1,004,201
2018	$4,894,370	$3,863,096	$25,350,607	$1,031,274

CROIXDALE