SENIOR NEIGHBORS INC (EIN 237195491) - 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

1972

Legal Domicile

Principal Officer

SUZANNE CALLAHAN

Phone

6164596019

Tax Period

2023-10-01 to 2024-09-30

SENIOR NEIGHBORS INC, founded in 1972, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $5.1M exceeded revenue, resulting in a 12% operating deficit.

Mission

SENIOR NEIGHBORS PROMOTES THE HEALTH AND WELLNESS OF KENT COUNTY'S OLDER ADULTS.

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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 $4,339,419

Program Service Revenue $129,412

Investment Income $101,654

Other Revenue $-31,473

TOTAL REVENUE $4,539,012

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,812,143

Fundraising Expenses $218,968

Program Expenses $4,397,554

Other Expenses $2,289,749

TOTAL EXPENSES $5,101,892

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,539,012	$5,794,765	-0.2%
Expenses	$5,101,892	$4,642,888	+0.1%
Net Income	$-562,880	$1,151,877	-1.5%

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

275

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

$234,808

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VINCENTE RELF	BOARD MEMBER	1.00	Director	$0	$0	$0
ARNESIA ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PHILIP ALT	BOARD MEMBER	1.00	Director	$0	$0	$0
TARA DEWITT	BOARD MEMBER	1.00	Director	$0	$0	$0
MITCH ROSS	BOARD MEMBER	1.00	Director	$0	$0	$0
MARLENE BRIGGS	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUGLAS BLEASE	BOARD MEMBER	1.00	Director	$0	$0	$0
MINDY OLIVAREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN ORMSTAD	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMIA BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE STEFFY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLIE PACE	BOARD MEMBER	1.00	Director	$0	$0	$0
JANELLE HAGGADONE	BOARD MEMBER	1.00	Director	$0	$0	$0
BARRY VAN DYCK	BOARD MEMBER	1.00	Director	$0	$0	$0
ROXANNE DUDICZ	SECRETARY	1.00	Officer Director	$0	$0	$0
RAYMOND HIGBEA	TREASURER	1.00	Officer Director	$0	$0	$0
SHANNA REYNOLDS	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
CATHERINE JACOBS	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ROBERT BARNES	PRESIDENT (ENDED 3/24)	40.00	Officer	$115,517	$11,871	$127,388
JEFFREY GASS	BUSINESS DIRECTOR	40.00	Officer	$84,839	$22,581	$107,420
SUZANNE CALLAHAN	PRESIDENT	40.00	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
2024	$4,539,012	$5,101,892	$3,314,142	$-562,880
2023	$5,794,765	$4,642,888	$3,485,887	$1,151,877
2022	$4,214,591	$4,603,737	$2,215,419	$-389,146
2021	$4,502,016	$3,930,621	$2,602,466	$571,395
2020	$4,180,396	$4,003,195	$2,025,964	$177,201
2019	$3,834,587	$3,919,960	$1,864,909	$-85,373
2018	$3,631,471	$3,850,355	$1,890,488	$-218,884

SENIOR NEIGHBORS INC