STATE OF CALIFORNIA GRANDMOTHERS CLUB (EIN 942918226) - 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

1951

Legal Domicile

Principal Officer

PATTI ROBERTS

Tax Period

2024-10-01 to 2025-09-30

STATE OF CALIFORNIA GRANDMOTHERS CLUB, founded in 1951, is a small nonprofit that reported $261K in total revenue in fiscal year 2024. Expenses of $310K exceeded revenue, resulting in a 19% operating deficit.

Mission

PROVIDE LOW COST HOUSING FOR SENIORS

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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 $11,361

Program Service Revenue $220,197

Investment Income $28,782

Other Revenue $593

TOTAL REVENUE $260,933

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,537

Fundraising Expenses $0

Program Expenses $307,216

Other Expenses $260,597

TOTAL EXPENSES $310,134

Year-over-Year Comparison

	2024	2023	Change
Revenue	$260,933	$250,661	+0.0%
Expenses	$310,134	$288,316	+0.1%
Net Income	$-49,201	$-37,655	+0.3%

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
LINDA BLEVINS	CHAPLAIN	2.00	Director	$0	$0	$0
DEBBIE FETTERS	FLAG BEARER	2.00	Director	$0	$0	$0
LEONARD DIAS	MARSHALL	2.00	Director	$0	$0	$0
FRANK JUDGE	MUSICIAN	2.00	Director	$0	$0	$0
JOANIE CAMPBELL-PLARCERES	HISTORIAN	2.00	Director	$0	$0	$0
TOMMY SANDERS	Trustee	2.00	Director	$0	$0	$0
ERNIE WALDO JR	Trustee	2.00	Director	$0	$0	$0
FRANKI MEYER	Trustee	2.00	Director	$0	$0	$0
CHERYL BROWN	Trustee	2.00	Director	$0	$0	$0
TERRY BALLARD	Trustee	2.00	Director	$0	$0	$0
PATTI ROBERTS	President	10.00	Officer	$0	$0	$0
LAURA NOLAN	Vice President	2.00	Officer	$0	$0	$0
TONI LAGIOIA	2ND VICE PRES	2.00	Officer	$0	$0	$0
DIANA DARPLI	Secretary	2.00	Officer	$0	$0	$0
JO ANN WALLACE	Fin Secretary	2.00	Officer	$0	$0	$0
JANET FORSHA	Treasurer	10.00	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
2025	$260,933	$310,134	$1,713,373	$-49,201
2024	$250,661	$288,316	$1,762,596	$-37,655
2023	$226,561	$193,794	$1,799,488	$32,767
2022	$114,810	$197,497	$1,766,905	$-82,687
2021	$192,739	$178,895	$1,849,975	$13,844
2020	$244,608	$184,584	$1,827,018	$60,024
2019	$1,000,619	$327,509	$1,766,987	$673,110
2018	$326,884	$373,631	$1,104,296	$-46,747

STATE OF CALIFORNIA GRANDMOTHERS CLUB