DIETERT CENTER

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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 OPPORTUNITIES THAT ENHANCE QUALITY OF LIFE.

Program Service Accomplishments

Program 1

Expenses: $286,509 Revenue: $89,140

NUTRITION SERVICES- PROVIDED MORE THAN 86,352 MEALS TO THE ELDERLY, AVAILABLE ON A DONATION ONLY BASIS TO THOSE AGE 60 OR OLDER. DELIVERED OVER 68,720 "MEALS ON WHEELS" TO FRAIL HOME-BOUND SENIORS...

NUTRITION SERVICES- PROVIDED MORE THAN 86,352 MEALS TO THE ELDERLY, AVAILABLE ON A DONATION ONLY BASIS TO THOSE AGE 60 OR OLDER. DELIVERED OVER 68,720 "MEALS ON WHEELS" TO FRAIL HOME-BOUND SENIORS, AND SERVED MORE THAN 21,000 HOT LUNCHES IN MAIN DINING ROOM.

Program 2

Expenses: $891,042 Revenue: $277,261

COMMUNITY SERVICE PROGRAMS- HELPED MAINTAIN SENIORS IN THEIR HOMES THROUGH OVER 1,906 INFORMATION AND REFERRAL INTERACTIONS; INSTALLED AND SERVICED OVER 322 EMERGENCY RESPONSE DEVICES; PROVIDED 4,820 HOURS OF RESPITE FOR FAMILY CAREGIVERS, AND LENT 2,300 PIECES IF MEDICAL EQUIPMENT; ANSWERED 5,922CALLS FROM SENORS LIVING ALONE WITH OUR CALL REASSURANCE PROGRAM; AND PROVIDED INFORMATION, ASSISTANCE, AND REFERRALS FOR 872 COMMUNITY MEMBERS REGARDING AGING AND DEMENTIA RELATED CONCERNS.

Program 3

Expenses: $254,993 Revenue: $79,395

CLUB ED, ACTIVITIES AND TRAVEL- PROVIDED 2,276 RECREATIONAL, EDUCATIONAL OR WELLNESS ACTIVITIES, SERVING MORE THAN 2,500 PARTICIPANTS. THE CENTER IS A VOLUNTEER DRIVER ORGANIZATION THAT HELPS MEN AND...

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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