Partnership for Age Friendly Commununities in Lari (EIN 841030514) - 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

1988

Legal Domicile

Principal Officer

Sharon Courtney

Tax Period

2023-01-01 to 2023-12-31

Partnership for Age Friendly Commununities in Lari, founded in 1988, is a small nonprofit in the Human Services sector that reported $168K in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 27% operating margin.

Mission

The Partnership for Age Friendly Communities in Larimer County has a mission to foster leadership and strong community collaborations that will plan, design, and implement sustainable strategies to enhance the quality of life for older adults in Larimer County.

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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 $58,758

Program Service Revenue $108,488

Investment Income $444

Other Revenue $200

TOTAL REVENUE $167,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,437

Fundraising Expenses $2,307

Program Expenses $89,481

Other Expenses $30,887

TOTAL EXPENSES $122,324

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,890	$107,707	+0.6%
Expenses	$122,324	$176,543	-0.3%
Net Income	$45,566	$-68,836	-1.7%

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

150

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
JoAnn Herkenhoff	Director	1.00	Director	$0	$0	$0
Michael Kohler	Director	1.00	Director	$0	$0	$0
Bonnie Shetler	Director	1.00	Director	$0	$0	$0
Sue Ballou	Past President	1.00	Director	$0	$0	$0
Kim Hayes	Director	1.00	Director	$0	$0	$0
Dana Shriver	Treasurer and Secretary	2.00	Officer Director	$0	$0	$0
Sharon Courtney	President	1.00	Officer Director	$0	$0	$0
Lorye McLeod	Executive Director	40.00	Key Emp	$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	$167,890	$122,324	$88,362	$45,566
2022	$107,707	$176,543	$49,575	$-68,836
2021	$270,903	$224,397	$123,527	$46,506
2020	$162,698	$235,372	$97,391	$-72,674
2019	$225,469	$165,898	$143,473	$59,571

Partnership for Age Friendly Commununities in Lari