MEDFORD SENIOR CENTER (EIN 936041284) - 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

NINA DUNCAN

Phone

5417722273

Tax Period

2018-07-01 to 2019-06-30

MEDFORD SENIOR CENTER, founded in 1963, is a small nonprofit in the Human Services sector that reported $209K in total revenue in fiscal year 2018. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $108K, a strong 52% operating margin.

Mission

THE MISSION OF THE MEDFORD SENIOR CENTER IS TO PROVIDE SERVICES FOR AREA SENIOR CITIZENS IN A SUPPORTIVE, STIMULATING, AND CARING ATMOSPHERE. A PROGRAM OF COORDINATED SERVICES OFFERS OPPORTUNITIES FOR EDUCATIONAL,

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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 (2018)

Revenue Breakdown

Contributions & Grants $144,532

Program Service Revenue $28,172

Investment Income $0

Other Revenue $36,468

TOTAL REVENUE $209,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,993

Fundraising Expenses $0

Program Expenses $88,959

Other Expenses $81,813

TOTAL EXPENSES $100,806

Year-over-Year Comparison

	2018	2017	Change
Revenue	$209,172	$138,102	+0.5%
Expenses	$100,806	$141,038	-0.3%
Net Income	$108,366	$-2,936	-37.9%

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

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
ABE CARROLL	PRESIDENT	3.00	Officer Director	$0	$0	$0
JOAN KRAMER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER SPANGLER	SECRETARY	2.00	Officer Director	$0	$0	$0
GARY CRITES	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE DALZELL	BOARD MEMBER	1.00	Director	$0	$0	$0
NINA DUNCAN	TREASURER	1.00	Officer Director	$0	$0	$0
RHONDA HAYNES	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA MLASKO	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA SWALLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEE WILSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE WOOTEN	BOARD MEMBER	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
2019	$209,172	$100,806	$416,047	$108,366
2018	$138,102	$141,038	$309,792	$-2,936

MEDFORD SENIOR CENTER