JACKSON SENIOR CITIZENS FOUNDATION (EIN 201796799) - 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

2004

Legal Domicile

Principal Officer

PHIL PIERCE

Phone

5732434241

Tax Period

2023-07-01 to 2024-06-30

JACKSON SENIOR CITIZENS FOUNDATION, founded in 2004, is a micro nonprofit in the Human Services sector that reported $29K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $46K exceeded revenue, resulting in a 55% operating deficit.

Mission

PROVIDE FACILITY AND RECREATION FOR SENIOR CITIZENS

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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 $1,150

Program Service Revenue $0

Investment Income $27,659

Other Revenue $600

TOTAL REVENUE $29,409

Expense Breakdown

Grants Paid $256

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,257

Other Expenses $45,251

TOTAL EXPENSES $45,507

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,409	$27,060	+0.1%
Expenses	$45,507	$51,191	-0.1%
Net Income	$-16,098	$-24,131	-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

N/A

Volunteers

N/A

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
CLAIRE ALICATA	DIRECTOR	N/A	Director	$0	$0	$0
ED HART	DIRECTOR	N/A	Director	$0	$0	$0
BEVERLY NISWONGER	DIRECTOR	N/A	Director	$0	$0	$0
LARRY REAM	SECRETARY	N/A	Officer Director	$0	$0	$0
LOU ROHIFS	DIRECTOR	N/A	Director	$0	$0	$0
LONNIE STRODER	DIRECTOR	N/A	Director	$0	$0	$0
BEVERLY KOEHLER	TREASURER	N/A	Officer	$0	$0	$0
PAUL NISWONGER	V PRESIDENT	N/A	Officer	$0	$0	$0
PHIL PIERCE	PRESIDENT	N/A	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	No data	No data	No data	No data
2024	$29,409	$45,507	$1,821,004	$-16,098
2023	$27,060	$51,191	$1,837,102	$-24,131
2022	$135,395	$27,267	$1,861,233	$108,128
2021	$28,332	$37,531	$1,753,105	$-9,199
2020	$32,133	$16,222	$1,762,304	$15,911
2019	$155,692	$76,200	$1,746,393	$79,492

JACKSON SENIOR CITIZENS FOUNDATION