UNION TOWERS SENIOR CITIZENS INC (EIN 042547773) - 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

1976

Legal Domicile

Principal Officer

RONALD GATES

Phone

7813352667

Tax Period

2023-01-01 to 2023-12-31

UNION TOWERS SENIOR CITIZENS INC, founded in 1976, is a micro nonprofit in the Human Services sector that reported $76K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $17K, a strong 23% operating margin.

Mission

PROVIDE AND COORDINATE SUPPORT SERVICES TO THE ELDERLY, SPECIFICALLY LOW-INCOME ELDERLY OF HUD

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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 $200

Program Service Revenue $72,739

Investment Income $2,926

Other Revenue $0

TOTAL REVENUE $75,865

Expense Breakdown

Grants Paid $14,762

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,911

Other Expenses $43,620

TOTAL EXPENSES $58,382

Year-over-Year Comparison

	2023	2022	Change
Revenue	$75,865	$66,927	+0.1%
Expenses	$58,382	$95,501	-0.4%
Net Income	$17,483	$-28,574	-1.6%

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

$142,676

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER BERGSTEN	PRESIDENT	0.20	Officer Director	$0	$0	$0
PAULA MORLEY	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
RICHARD PEARSON	TREASURER	0.20	Officer Director	$0	$0	$0
MICHAEL PEARSON	CLERK	0.20	Officer Director	$0	$0	$0
KATHIE GOODWIN	DIRECTOR	0.20	Director	$0	$0	$0
LINDA WING	DIRECTOR	0.20	Director	$0	$0	$0
GENE LANCASTER	DIRECTOR	0.20	Director	$0	$0	$0
REV RACHEL L V BICKFORD	DIRECTOR	0.20	Director	$0	$0	$0
PETER DALY	DIRECTOR	0.20	Director	$0	$0	$0
BETH DELGROSSO	DIRECTOR	0.20	Director	$0	$0	$0
LEE DEVEAU	DIRECTOR	0.20	Director	$0	$0	$0
RONALD GATES	EXECUTIVE DIRECTOR	5.00	Officer	$0	$25,521	$142,676
JESSE LEE	FACILITIES MANAGER	0.00	Highest	$0	$12,741	$113,455

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	$75,865	$58,382	$645,481	$17,483
2022	$66,927	$95,501	$630,648	$-28,574
2021	$74,965	$60,381	$659,222	$14,584
2020	$67,480	$37,829	$644,638	$29,651
2019	$74,609	$57,172	$614,987	$17,437
2018	$67,181	$54,509	$597,550	$12,672

UNION TOWERS SENIOR CITIZENS INC