Senior Citizens of Montgomery Co (EIN 237275892) - 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

1975

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Senior Citizens of Montgomery Co, founded in 1975, is a micro nonprofit that reported $46K in total revenue in fiscal year 2023. Expenses of $61K exceeded revenue, resulting in a 33% operating deficit.

Mission

To provide an office and dispatching office for the senior citizens of Montgomery County. The Center provides meals on wheels for 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 $37,202

Program Service Revenue $0

Investment Income $75

Other Revenue $8,500

TOTAL REVENUE $45,777

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,984

Other Expenses $60,984

TOTAL EXPENSES $60,984

Year-over-Year Comparison

	2023	2022	Change
Revenue	$45,777	N/A	N/A
Expenses	$60,984	N/A	N/A
Net Income	$-15,207	N/A	N/A

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
Gene Knisley	President	0.00	Director	$0	$0	$0
Brenda Oberle	Director	0.00	Director	$0	$0	$0
C J Liddell	Vice President	0.00	Director	$0	$0	$0
Ron Deabenderfer	Director	0.00	Director	$0	$0	$0
Mable Murray	Treasurer	0.00	Director	$0	$0	$0
Chris Daniels	Director	0.00	Director	$0	$0	$0
Lyn Fugate	Secretary	20.00	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	No data	No data	No data	No data
2023	$45,777	$60,984	$10,183	$-15,207
2022	$39,648	$38,695	$25,390	$953
2021	$38,059	$36,084	$24,437	$1,975
2020	$9,354	$42,909	$22,462	$-33,555
2019	$61,191	$45,381	$56,017	$15,810
2018	$34,161	$28,156	$40,207	$6,005

Senior Citizens of Montgomery Co