DIETERT CENTER (EIN 742697204) - 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

1994

Legal Domicile

Principal Officer

TOBY APPLETON

Phone

8307924044

Tax Period

2023-10-01 to 2024-09-30

DIETERT CENTER, founded in 1994, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $374K, a strong 18% operating margin.

Mission

THE MISSION OF DIETERT CENTER IS TO PROACTIVELY SUPPORT HEALTHY AGING BY PROVIDING INFORMATION, SERVICES, ACTIVITIES, AND REWARDING VOLUNTEER OPORTUNITIES THAT ENHANCE THE QUALITY OF LIFE.

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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 $1,070,335

Program Service Revenue $445,796

Investment Income $537,174

Other Revenue $27,010

TOTAL REVENUE $2,080,315

Expense Breakdown

Grants Paid $0

Salaries & Benefits $835,798

Fundraising Expenses $132,262

Program Expenses $1,432,544

Other Expenses $870,360

TOTAL EXPENSES $1,706,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,080,315	$2,532,390	-0.2%
Expenses	$1,706,158	$1,575,403	+0.1%
Net Income	$374,157	$956,987	-0.6%

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

388

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

$83,013

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY HOWARD	DIRECTOR	0.25	Director	$0	$0	$0
JIMMY HUTTO	DIRECTOR	0.25	Director	$0	$0	$0
LESLEE MCCLURE	DIRECTOR	0.25	Director	$0	$0	$0
RICK PERRY	DIRECTOR	0.25	Director	$0	$0	$0
GRETCHEN RYE	DIRECTOR	0.25	Director	$0	$0	$0
JEFF WENDLING	DIRECTOR	0.25	Director	$0	$0	$0
MIKE WILSON	DIRECTOR	0.25	Director	$0	$0	$0
TOBY APPLETON	PRSIDENT	0.35	Officer	$0	$0	$0
GUY OVERBY	VICE PRESIDENT	0.25	Officer	$0	$0	$0
MARK HAUFLER	TREASURER	0.25	Officer	$0	$0	$0
AMY IVES	SECRETARY	0.25	Officer	$0	$0	$0
BRENDA THOMPSON	EXECUTIVE DIRECTOR	40.00	Officer	$83,013	$0	$83,013

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	$2,080,315	$1,706,158	$12,489,150	$374,157
2023	$2,532,390	$1,575,403	$11,136,574	$956,987
2022	$1,995,537	$1,530,592	$10,195,642	$464,945
2021	$1,549,239	$1,412,496	$11,192,065	$136,743
2020	$2,052,728	$1,457,022	$10,379,463	$595,706
2019	$1,868,585	$1,624,075	$9,674,463	$244,510
2018	$1,628,031	$1,671,152	$9,482,334	$-43,121

DIETERT CENTER