LUCKY SIXTY PLUS CLUB (EIN 591754196) - 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

1976

Legal Domicile

Principal Officer

BRENDA LEWIS

Phone

9312893848

Tax Period

2024-07-01 to 2025-06-30

LUCKY SIXTY PLUS CLUB, founded in 1976, is a small nonprofit that reported $189K in total revenue in fiscal year 2024. Revenue surged 119% from the prior year, signaling strong growth momentum. Expenses of $165K left a modest 13% surplus.

Mission

SENIOR CITIZENS CENTER

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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 (2024)

Revenue Breakdown

Contributions & Grants $188,634

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $188,634

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,173

Fundraising Expenses $0

Program Expenses $164,547

Other Expenses $30,708

TOTAL EXPENSES $164,547

Year-over-Year Comparison

	2024	2023	Change
Revenue	$188,634	$86,017	+1.2%
Expenses	$164,547	$81,183	+1.0%
Net Income	$24,087	$4,834	+4.0%

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
BRENDA LEWIS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
BONITA HALL	SECRETARY	2.00	Officer Director	$0	$0	$0
TREVA NICHOLS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARILYN JAMES	DIRECTOR	1.00	Director	$0	$0	$0
TIM RYE	DIRECTOR	1.00	Director	$0	$0	$0
MARK MOORE	DIRECTOR	1.00	Director	$0	$0	$0
RICK CHADWICK	DIRECTOR	1.00	Director	$0	$0	$0
JEFF RYE	DIRECTOR	1.00	Director	$0	$0	$0
RHYNE LARGENT	DIRECTOR	1.00	Director	$0	$0	$0
KIRANA KIRK	DIRECTOR	1.00	Director	$0	$0	$0
JOEY BRAKE	EX-OFFICIO/DIRECTOR	1.00	Director	$0	$0	$0
FRANKIE RYE	SENIOR REP/DIRECTOR	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
2025	$188,634	$164,547	$161,123	$24,087
2024	$86,017	$81,183	$137,036	$4,834
2023	$75,318	$66,080	$132,202	$9,238
2022	$65,123	$53,404	$122,965	$11,719
2021	$69,866	$83,956	No data	$-14,090
2020	$63,219	$57,373	$125,336	$5,846

LUCKY SIXTY PLUS CLUB