BOZEMAN SENIOR SOCIAL CENTER (EIN 237013531) - 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

1969

Legal Domicile

Principal Officer

SHANNON BONDY

Phone

4065862421

Tax Period

2024-07-01 to 2025-06-30

BOZEMAN SENIOR SOCIAL CENTER, founded in 1969, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 14% surplus.

Mission

TO PROMOTE SOCIAL, RECREATIONAL, CULTURAL, NUTRITIONAL, EDUCATIONAL, AND HEALTH-ORIENTED ACTIVITIES AMONG SENIOR CITIZENS OF BOZEMAN, MONTANA AND THE SURROUNDING AREAS.

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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 $611,274

Program Service Revenue $261,742

Investment Income $83,457

Other Revenue $253,724

TOTAL REVENUE $1,210,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $551,048

Fundraising Expenses $43,388

Program Expenses $933,116

Other Expenses $228,589

TOTAL EXPENSES $1,042,435

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,210,197	$1,139,228	+0.1%
Expenses	$1,042,435	$1,004,914	+0.0%
Net Income	$167,762	$134,314	+0.2%

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

250

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

$106,099

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON BONDY	Executive Dir.	40.00	Officer	$102,999	$3,100	$106,099
MARY ORR	President	10.00	Officer Director	$0	$0	$0
STEVE MARTY	Vice President	10.00	Officer Director	$0	$0	$0
MURIEL MIKKELSON	Secretary	10.00	Officer Director	$0	$0	$0
VICKIE TISCHENDORF	Treasurer	10.00	Officer Director	$0	$0	$0
FAYE CHRISTENSEN	Director	5.00	Director	$0	$0	$0
HELEN MCFAUL	Director	5.00	Director	$0	$0	$0
CHUCK GELLER	Director	5.00	Director	$0	$0	$0
RACHEL ROCKAFELLOW	Director	5.00	Director	$0	$0	$0
JOE GENOVESE	Director	5.00	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	$1,210,197	$1,042,435	$2,806,322	$167,762
2024	$1,139,228	$1,004,914	$2,570,962	$134,314
2023	$932,594	$959,921	$2,361,689	$-27,327
2022	$1,019,552	$956,459	$2,292,408	$63,093
2021	$958,088	$765,125	$2,499,675	$192,963
2020	$1,118,101	$914,411	$2,151,482	$203,690
2019	$922,220	$894,512	$1,871,932	$27,708
2018	$1,042,511	$997,471	$1,851,266	$45,040

BOZEMAN SENIOR SOCIAL CENTER