COALITION FOR AGING LGBT (EIN 811968355) - 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

2016

Legal Domicile

Principal Officer

Chris Wallace Board Chair

Phone

2147558756

Tax Period

2022-07-01 to 2023-06-30

COALITION FOR AGING LGBT, founded in 2016, is a small nonprofit in the Civil Rights & Advocacy sector that reported $252K in total revenue in fiscal year 2022. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 28% operating margin.

Mission

Improve and protect the quality of life of older LGBT adults in North Texas through community engagement and advocacy education.

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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 (2022)

Revenue Breakdown

Contributions & Grants $251,176

Program Service Revenue $0

Investment Income $402

Other Revenue $0

TOTAL REVENUE $251,578

Expense Breakdown

Grants Paid $12,800

Salaries & Benefits $0

Fundraising Expenses $9,728

Program Expenses $131,171

Other Expenses $161,864

TOTAL EXPENSES $182,260

Year-over-Year Comparison

	2022	2021	Change
Revenue	$251,578	$153,975	+0.6%
Expenses	$182,260	$171,388	+0.1%
Net Income	$69,318	$-17,413	-5.0%

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

N/A

Volunteers

165

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
Chris Wallace	Board Chair	3.00	Officer Director	$0	$0	$0
Kim Macpherson	Board Vice Chair	14.00	Officer Director	$0	$0	$0
Jaime Duggan	Board Secretary	2.00	Officer Director	$0	$0	$0
Janet Macpherson	Board Treasurer	12.00	Officer Director	$0	$0	$0
Angel Irvin	Director	2.00	Director	$0	$0	$0
Vic Holmes	Director	1.00	Director	$0	$0	$0
Richard Oberton	Director	1.00	Director	$0	$0	$0
Rey Torres	Director	1.00	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
2023	$251,578	$182,260	$215,595	$69,318

COALITION FOR AGING LGBT