Comfort Golden Age Center Foundation (EIN 742501265) - 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

1988

Legal Domicile

Principal Officer

Mary Southwick

Tax Period

2024-01-01 to 2024-12-31

Comfort Golden Age Center Foundation, founded in 1988, is a small nonprofit in the Human Services sector that reported $199K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $73K, a strong 37% operating margin.

Mission

Provide to members opportunities and resources of physical and mental health, nutrition and education in an atmosphere that promotes and utilizes life experiences and skills

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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 $175,217

Program Service Revenue $8,635

Investment Income $14,239

Other Revenue $880

TOTAL REVENUE $198,971

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,705

Fundraising Expenses $0

Other Expenses $49,491

TOTAL EXPENSES $126,196

Year-over-Year Comparison

	2024	2023	Change
Revenue	$198,971	$233,319	-0.1%
Expenses	$126,196	$122,005	+0.0%
Net Income	$72,775	$111,314	-0.3%

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

100

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
Francisco Martinez	Director	1.00	Director	$0	$0	$0
David Herbst	Director	1.00	Director	$0	$0	$0
Mark Donovan	Director	1.00	Director	$0	$0	$0
Mary Southwick	President	10.00	Officer Director	$0	$0	$0
Joan Lovejoy	Vice President	5.00	Officer Director	$0	$0	$0
Dorrie Cooper	Secretary	2.00	Officer Director	$0	$0	$0
Kyle Orgera	Treasurer	2.00	Officer	$0	$0	$0
Dinah Johnson	Executive Director	40.00	Key Emp	$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
2024	$198,971	$126,196	$547,327	$72,775
2023	$233,319	$122,005	$465,202	$111,314

Comfort Golden Age Center Foundation