COALITION FOR AGING LGBT

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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.

Program Service Accomplishments

Program 1

Expenses: $69,880 Revenue: $0

Improve and protect the quality of life of older LGBT adults in North Texas through advocacy education which provides learning opportunities for seniors about issues that effect them on a macro and micro level. Educational programs provide information on personal needs financial social health civil rights active legislation community advocacy & engagement and supporting services available in the community for the LGBT senior population. 2662 clients were served across 292 events and interactions.

Program 2

Expenses: $41,853 Revenue: $0

Improve and protect the quality of life of older LGBT adults in North Texas through community engagement focused on social engagement needs including events & work to fight social isolation and food insecurity. Community events take place in person & virtually providing a socially interactive engagement opportunities learning topics and camaraderie. Volunteers also work at food pantries and shelters to provide essential personal items feed meals to clients and support distribution of food to the needy. 761 clients were served across 68 events.

Program 3

Expenses: $19,438 Revenue: $0

Improve and protect the quality of life of older LGBT adults in North Texas through community engagement focused on housing and health education and awareness leading to safe and culturally competent health and housing providers; and a safer health and housing environment. 815 clients were served across 46 events.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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