Ed Brown Senior Ctr at Rancho Bernardo (EIN 930996904) - 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

1995

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Ed Brown Senior Ctr at Rancho Bernardo, founded in 1995, is a small nonprofit in the Housing & Shelter sector that reported $446K in total revenue in fiscal year 2023. Revenue surged 789% from the prior year, signaling strong growth momentum. The organization ran a surplus of $159K, a strong 36% operating margin.

Mission

Classes & Social Events emphasizing exercise, health, computer skills, and games for over 300 members and guests

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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 $408,898

Program Service Revenue $3,839

Investment Income $10,288

Other Revenue $23,033

TOTAL REVENUE $446,058

Expense Breakdown

Grants Paid $50,949

Salaries & Benefits $53,621

Fundraising Expenses $0

Program Expenses $265,539

Other Expenses $182,462

TOTAL EXPENSES $287,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$446,058	$50,174	+7.9%
Expenses	$287,032	$51,849	+4.5%
Net Income	$159,026	$-1,675	-95.9%

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

N/A

Employees

N/A

Volunteers

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

$49,583

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kim Lange	Executive Director	35.00	Director	$0	$0	$49,583
Jim Lassiter	Member	4.00	Director	$0	$0	$0
Juanita Hawkins	Member	4.00	Director	$0	$0	$0
Maurice Nahum	Member	4.00	Director	$0	$0	$0
Greg McMullen	Member	4.00	Director	$0	$0	$0
Valerie Brown	Director	4.00	Director	$0	$0	$0
Timothy Rohane	Vice Chair	4.00	Officer	$0	$0	$0
Lynn Wolsey	Chair	4.00	Officer	$0	$0	$0
Lakshmi Lucky Narasimhan	Treasurer	4.00	Officer	$0	$0	$0
Sue Gupta	Secretary	4.00	Officer	$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	No data	No data	No data	No data
2023	$446,058	$287,032	$386,248	$159,026

Ed Brown Senior Ctr at Rancho Bernardo