Senior Life Services of Morgan County Inc (EIN 237202048) - 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

1971

Legal Domicile

Principal Officer

Brenda Hutchison

Phone

3042583096

Tax Period

2023-10-01 to 2024-09-30

Senior Life Services of Morgan County Inc, founded in 1971, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2023. The organization ran a surplus of $279K, a strong 15% operating margin.

Mission

Serve 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 $1,153,994

Program Service Revenue $562,170

Investment Income $12,537

Other Revenue $132,640

TOTAL REVENUE $1,861,341

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,029,975

Fundraising Expenses $0

Program Expenses $1,468,108

Other Expenses $551,974

TOTAL EXPENSES $1,581,949

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,861,341	$1,914,410	0.0%
Expenses	$1,581,949	$1,733,144	-0.1%
Net Income	$279,392	$181,266	+0.5%

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

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

$64,696

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tammy Kees	Executive Director	40.00	Key Emp	$64,696	$0	$64,696
Brenda J Hutchinson	Chair	1.00	Officer Director	$0	$0	$0
Earl Whisner	Vice Chair	1.00	Officer Director	$0	$0	$0
Lynette Harbeson	Secretary	1.00	Officer Director	$0	$0	$0
Kimberly Galeone	Treasurer	1.00	Officer Director	$0	$0	$0
EriC S Black	Director	1.00	Director	$0	$0	$0
Bill Clark	Director	1.00	Director	$0	$0	$0
Barbara Norton	Director	1.00	Director	$0	$0	$0
Pat Quirk	Director	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	$1,861,341	$1,581,949	$2,785,663	$279,392
2024	$1,861,341	$1,581,949	$2,785,663	$279,392
2023	$1,914,410	$1,733,144	$2,549,505	$181,266
2022	$1,984,066	$1,829,574	$2,392,049	$154,492
2021	$1,834,195	$1,531,466	$2,236,947	$302,729
2020	$1,705,183	$1,467,318	$1,970,010	$237,865
2019	$1,676,737	$1,557,250	$1,752,109	$119,487
2018	$1,501,131	$1,551,276	$1,692,205	$-50,145

Senior Life Services of Morgan County Inc