GOLDEN OAKS SENIOR LIVING OF PROCTOR LLC (EIN 475452325) - 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

MARK MEYER

Phone

6128612799

Tax Period

2020-10-01 to 2021-09-30

GOLDEN OAKS SENIOR LIVING OF PROCTOR LLC, founded in 2015, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2020. Expenses of $1.6M exceeded revenue, resulting in a 47% operating deficit.

Mission

CARE FOR THE ELDERLY

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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 $197,042

Program Service Revenue $911,108

Investment Income $7,011

Other Revenue $0

TOTAL REVENUE $1,115,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $735,562

Fundraising Expenses $0

Program Expenses $1,403,128

Other Expenses $903,609

TOTAL EXPENSES $1,639,171

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,115,161	$1,068,356	+0.0%
Expenses	$1,639,171	$1,332,830	+0.2%
Net Income	$-524,010	$-264,474	+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

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
DENYSE ETHRIDGE	EXECUTIVE DIRECTOR & COO	1.00		$0	$18,554	$189,843
CHRIS SCHMIDT	VP FINANCE	1.00		$0	$7,598	$144,585
JENNIFER DESLAURIERS-KNOP	VP OPERATIONS	1.00		$0	$9,819	$132,837
DAN LINDH	President	0.50	Officer Director	$0	$0	$0
MARK MEYER	TREASURER & CFO	0.50	Officer Director	$0	$0	$0
JOHN BERGESON	Secretary	0.50	Officer Director	$0	$0	$0
TAMARA TASCHE	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
NORMAN WENCK	BD VICE CHAIR	0.50	Officer 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
2021	$1,115,161	$1,639,171	No data	$-524,010
2020	$1,068,356	$1,332,830	$1,395,259	$-264,474
2019	$1,223,741	$1,406,964	$1,490,315	$-183,223
2018	$1,168,932	$1,797,604	$1,599,582	$-628,672

GOLDEN OAKS SENIOR LIVING OF PROCTOR LLC