BENZIE SENIOR RESOURCES (EIN 061673002) - 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

2003

Legal Domicile

Principal Officer

DOUGLAS DURAND

Phone

2315250600

Tax Period

2023-10-01 to 2024-09-30

BENZIE SENIOR RESOURCES, founded in 2003, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2023.

Mission

TO PROVIDE EXCEPTIONAL SERVICES, RESOURCES AND TRUSTED CARE TO SUPPORT BENZIE 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 (2023)

Revenue Breakdown

Contributions & Grants $2,017,944

Program Service Revenue $299,365

Investment Income $24,872

Other Revenue $16,095

TOTAL REVENUE $2,358,276

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,391,885

Fundraising Expenses $86,562

Program Expenses $1,929,332

Other Expenses $914,587

TOTAL EXPENSES $2,306,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,358,276	$2,237,465	+0.1%
Expenses	$2,306,472	$2,281,424	+0.0%
Net Income	$51,804	$-43,959	-2.2%

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

165

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

$101,040

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS DURAND	EXECUTIVE DI	40.00	Officer	$87,633	$13,407	$101,040
VICTOR DINSMOORE	TREASURER	1.00	Director	$0	$0	$0
REV DINAH HAAG	DIRECTOR	1.00	Director	$0	$0	$0
LEO HUGHES	SECRETARY	1.00	Director	$0	$0	$0
ROBERT MANILLA	DIRECTOR	1.00	Director	$0	$0	$0
NANCY MULLEN-CALL	PRESIDENT	1.00	Director	$0	$0	$0
ROSEMARY RUSSELL	DIRECTOR	1.00	Director	$0	$0	$0
INGRID TURNER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL TURNER	VICE PRESIDE	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
2024	$2,358,276	$2,306,472	$1,095,418	$51,804
2023	$2,237,465	$2,281,424	$1,193,207	$-43,959
2022	$2,162,660	$2,120,151	$1,237,705	$42,509
2021	$2,011,104	$1,823,754	$1,237,551	$187,350
2020	$2,018,451	$1,672,952	$1,211,763	$345,499
2019	$1,896,656	$1,866,918	$931,374	$29,738
2018	$1,885,581	$1,726,022	$896,633	$159,559

BENZIE SENIOR RESOURCES