OLD FRIENDS CLUB (EIN 474792158) - 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

2015

Legal Domicile

Principal Officer

Chris Morris

Phone

4256819776

Tax Period

2020-01-01 to 2020-12-31

OLD FRIENDS CLUB, founded in 2015, is a micro nonprofit in the Health Care sector that reported $97K in total revenue in fiscal year 2020. Revenue fell 68% from the prior year — a significant decline worth monitoring.

Mission

Old Friends Clubs offers engaging activities and a sense of belonging for people living with dementia, and affordable respite for their care partners. Our mission is to cultivate joy in the lives of adults with cognitive challenges and nourish the well-being of caregivers.

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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 $61,808

Program Service Revenue $34,961

Investment Income $0

Other Revenue $0

TOTAL REVENUE $96,769

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,266

Fundraising Expenses $0

Program Expenses $70,618

Other Expenses $17,085

TOTAL EXPENSES $101,351

Year-over-Year Comparison

	2020	2019	Change
Revenue	$96,769	$302,092	-0.7%
Expenses	$101,351	$246,941	-0.6%
Net Income	$-4,582	$55,151	-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

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

$12,350

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Koenig	Executive Director	25	Director	$12,350	$0	$12,350
Tom Dietz	Chairman	0	Director	$0	$0	$0
Larry Benitez	Secretary	0	Director	$0	$0	$0
Jack Hurley	Treasuer	0	Director	$0	$0	$0
Allyson Shrier	Trustee	0	Director	$0	$0	$0
Abigail Brown	Trustee	0	Director	$0	$0	$0
Bob Delf	Trustee	5	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	$96,769	$101,351	$51,903	$-4,582
2019	$302,092	$246,941	$57,785	$55,151

OLD FRIENDS CLUB