Cloverdale Senior Center (EIN 680106405) - 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

2003

Legal Domicile

Principal Officer

Al Myers

Phone

7078943703

Tax Period

2023-07-01 to 2024-06-30

Cloverdale Senior Center, founded in 2003, is a small nonprofit that reported $518K in total revenue in fiscal year 2023. Expenses of $451K left a modest 13% surplus.

Mission

Provides place and programs for socialization, education, information, and part-time activity 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 $259,271

Program Service Revenue $91,026

Investment Income $154,439

Other Revenue $12,938

TOTAL REVENUE $517,674

Expense Breakdown

Grants Paid $0

Salaries & Benefits $190,193

Fundraising Expenses $15,573

Program Expenses $411,930

Other Expenses $260,914

TOTAL EXPENSES $451,107

Year-over-Year Comparison

	2023	2022	Change
Revenue	$517,674	$501,941	+0.0%
Expenses	$451,107	$478,678	-0.1%
Net Income	$66,567	$23,263	+1.9%

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
Linda Chaffin	Director	5.00	Director	$0	$0	$0
Frank McAtee	Vice President	5.00	Director	$0	$0	$0
Bert Bernstein	Director	5.00	Director	$0	$0	$0
Pamela Powers	Director	5.00	Director	$0	$0	$0
Shawna Masur	Treasurer	5.00	Director	$0	$0	$0
Al Myers	President	5.00	Director	$0	$0	$0
Evelyn Spire	Director	5.00	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	No data	No data	No data	No data
2024	$517,674	$451,107	$1,459,083	$66,567
2023	$501,941	$478,678	$1,402,169	$23,263
2022	$302,904	$321,493	$1,399,865	$-18,589
2021	$659,692	$241,470	$1,583,806	$418,222
2020	$87,308	$277,414	$1,193,137	$-190,106
2019	$142,440	$274,006	$1,333,999	$-131,566
2018	$161,308	$288,536	$1,311,117	$-127,228

Cloverdale Senior Center