JEFFERSON AREA COMMUNITY OUTREACH FOR OLDER PEOPLE (EIN 742345987) - 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

1984

Legal Domicile

Principal Officer

BRIANA VALDEZ

Phone

2105803404

Tax Period

2021-01-01 to 2021-12-31

JEFFERSON AREA COMMUNITY OUTREACH FOR OLDER PEOPLE, founded in 1984, is a small nonprofit that reported $219K in total revenue in fiscal year 2021.

Mission

HELP SENIORS MAINTAIN HEALTHY, SECURE AND INDEPENDENT LIFESTYLES BY PROVIDING NO COST SUPPORTED SERVICES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $219,229

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $219,233

Expense Breakdown

Grants Paid $0

Salaries & Benefits $127,773

Fundraising Expenses $0

Program Expenses $105,013

Other Expenses $90,072

TOTAL EXPENSES $217,845

Year-over-Year Comparison

	2021	2020	Change
Revenue	$219,233	$211,742	+0.0%
Expenses	$217,845	$238,556	-0.1%
Net Income	$1,388	$-26,814	-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

N/A

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

$76,256

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIANA VALDEZ	EXECUTIVE DIRECTOR	040.00	Officer	$76,256	$0	$76,256
BOB REISEN	CHAIRMAN	025.00	Officer Director	$0	$0	$0
GREG DREW	VICE CHAIR	025.00	Officer Director	$0	$0	$0
NORMA CHAVEZ	TREASURER	025.00	Officer Director	$0	$0	$0
CHARLIE GERDES	MEMBER	025.00	Officer Director	$0	$0	$0
JAMES SWAGGERTY	MEMBER	025.00	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	$219,233	$217,845	$63,312	$1,388
2020	$211,742	$238,556	$61,924	$-26,814
2019	$197,443	$193,622	$89,170	$3,821
2018	$138,253	$169,551	$85,349	$-31,298

JEFFERSON AREA COMMUNITY OUTREACH FOR OLDER PEOPLE