GOLDEN WEST COMMUNITIES INC (EIN 840526484) - 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

1963

Legal Domicile

Principal Officer

DONNA RUSKE

Phone

3034443967

Tax Period

2024-01-01 to 2024-12-31

GOLDEN WEST COMMUNITIES INC, founded in 1963, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. The organization ran a surplus of $615K, a strong 49% operating margin.

Mission

TO PROVIDE QUALITY HOUSING AND RELATED SERVICES TO PERSONS AGED 62 AND OLDER AND AFFORDABLE HOUSING FOR LOW-INCOME MULTI-FAMILIES IN AN ENVIRONMENT THAT IS SUPPORTIVE OF SENIOR RESIDENTS AND THE LOCAL COMMUNITY.

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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 $0

Program Service Revenue $1,242,242

Investment Income $6,135

Other Revenue $-30

TOTAL REVENUE $1,248,347

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,078

Fundraising Expenses $0

Program Expenses $478,710

Other Expenses $549,664

TOTAL EXPENSES $633,742

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,248,347	$1,256,053	0.0%
Expenses	$633,742	$1,294,799	-0.5%
Net Income	$614,605	$-38,746	-16.9%

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

N/A

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
JOHN R HINKELMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JANET LAPPEN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
J DENNIS HYNES	TREASURER	2.00	Officer Director	$0	$0	$0
JACQUELINE ATTLESEY-PRIES	SECRETARY	2.00	Officer Director	$0	$0	$0
MARK WIETE	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY FOSTER	DIRECTOR	1.00	Director	$0	$0	$0
LEN SEGEL	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
2024	$1,248,347	$633,742	$53,588,110	$614,605
2023	$1,256,053	$1,294,799	$53,219,998	$-38,746
2022	$2,740,302	$2,831,458	$55,915,027	$-91,156
2021	$8,783,315	$3,219,690	$57,297,086	$5,563,625
2020	$47,146,235	$4,296,594	$50,509,086	$42,849,641
2019	$5,956,156	$4,951,198	$14,569,872	$1,004,958
2018	$10,165,421	$5,214,831	$13,261,873	$4,950,590

GOLDEN WEST COMMUNITIES INC