Area IV Senior Citizens Planning C… - Form 990 Financial Data

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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

1973

Legal Domicile

Principal Officer

Marla L Kiesz

Phone

6052294741

Tax Period

2024-07-01 to 2025-06-30

Area IV Senior Citizens Planning Council Inc, founded in 1973, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2024.

Mission

We are organized for charitable and educational purposes to provide and promote social and educational services and activities to allow the elderly to remain independent, and such other associated activities and enterprises as may further, promote, and facilitate this purpose.

Program Service Accomplishments

Program 1

Expenses: $2,173,301 Revenue: $1,232,853

Our Congregate and Home Delivered meal Service Program for seniors served 207,240 meals during the fiscal year. Approximately 836 seniors were served over 248 serving days. It is expected that our...

Our Congregate and Home Delivered meal Service Program for seniors served 207,240 meals during the fiscal year. Approximately 836 seniors were served over 248 serving days. It is expected that our senior meal recipients will have fewer health problems, fewer doctor visits and shorter hospital stays because of their improved nutritional status. Additionally, maintenance of independent living and access to their communities is enhanced with improved nutrition.

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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 $1,184,849

Program Service Revenue $1,227,743

Investment Income $10,834

Other Revenue $5,110

TOTAL REVENUE $2,428,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,078,493

Fundraising Expenses $64,357

Program Expenses $2,173,301

Other Expenses $1,422,454

TOTAL EXPENSES $2,500,947

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,428,536	$2,434,640	0.0%
Expenses	$2,500,947	$2,439,423	+0.0%
Net Income	$-72,411	$-4,783	+14.1%

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

150

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

$162,279

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Don Heupel	President	0.50	Officer Director	$0	$0	$0
Judy Haberer	First Vice President	0.50	Officer Director	$0	$0	$0
Rose Mary Howard	Second Vice President	0.50	Officer Director	$0	$0	$0
Ellen Weisbeck	Secretary/Treasurer	0.50	Officer Director	$0	$0	$0
Pat Steele	Director	0.50	Director	$0	$0	$0
Delana Bertsch	Director	0.50	Director	$0	$0	$0
Linda Bartholemew	Director	0.50	Director	$0	$0	$0
Roger Rood	Director	0.50	Director	$0	$0	$0
Gene Miller	Director	0.50	Director	$0	$0	$0
Jack Morris	Director	0.50	Director	$0	$0	$0
Susanne Navratil	Director	0.50	Director	$0	$0	$0
Louise Houghton	Director	0.50	Director	$0	$0	$0
Janel Ellington	Director	0.50	Director	$0	$0	$0
Chad Masters	Finance Officer	40.00	Officer	$58,444	$7,348	$65,792
Marla Kiesz	Executive Director	40.00	Officer	$75,102	$21,385	$96,487

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	$2,428,536	$2,500,947	$955,017	$-72,411
2024	$2,434,640	$2,439,423	$1,010,283	$-4,783
2023	$2,401,404	$2,538,832	$1,047,333	$-137,428
2022	$2,481,534	$2,355,689	$1,101,257	$125,845

Area IV Senior Citizens Planning Council Inc