OVER 60-CEI INC (EIN 943305198) - 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

1998

Legal Domicile

Principal Officer

JOHN L JENKINS

Phone

5109814100

Tax Period

2024-07-01 to 2025-06-30

OVER 60-CEI INC, founded in 1998, is a small nonprofit in the Health Care sector that reported $136K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $234K exceeded revenue, resulting in a 71% operating deficit.

Mission

TO HOLD TITLE TO PROPERTY WHICH IT LEASES TO ITS SUPPORTED ORGANIZATIONS FOR THE PROVISION OF HEALTHCARE SERVICES.

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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 $136,244

Investment Income $0

Other Revenue $0

TOTAL REVENUE $136,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $226,906

Other Expenses $233,647

TOTAL EXPENSES $233,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$136,244	$116,598	+0.2%
Expenses	$233,647	$224,815	+0.0%
Net Income	$-97,403	$-108,217	-0.1%

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

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

$1,299,302

Total Directors

$1,299,302

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA ELENA ZAMORA MBA	VICE PRESIDENT	1.00	Officer Director	$0	$43,706	$555,798
DAVID VLIET MBA	PRESIDENT (THRU 8/2024)	1.00	Officer Director	$0	$10,286	$548,065
CECILIA AVILES	PRESIDENT (START 8/2024)	1.00	Officer Director	$0	$2,277	$195,439
JUDY S TURIEL EDD	SECRETARY	1.00	Officer Director	$0	$0	$0
PHIL KAMLARZ	TRESURER	1.00	Officer Director	$0	$0	$0
WILLIE PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
FLORENCE RASKIN	DIRECTOR	1.00	Director	$0	$0	$0
ANCEL ROMERO	DIRECTOR	1.00	Director	$0	$0	$0
DAN SAWISLAK	DIRECTOR	1.00	Director	$0	$0	$0
DICK SHAPIRO	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
2025	$136,244	$233,647	$708,486	$-97,403
2024	$116,598	$224,815	$753,451	$-108,217
2023	$118,452	$231,203	$971,021	$-112,751
2022	$101,460	$214,211	$993,881	$-112,751
2021	$93,321	$222,071	$1,183,005	$-128,750

OVER 60-CEI INC