STEIN SENIOR CENTER INC (EIN 237378342) - 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

1974

Legal Domicile

Principal Officer

MARILYN GREEN

Phone

6463958083

Tax Period

2024-07-01 to 2025-06-30

STEIN SENIOR CENTER INC, founded in 1974, is a small nonprofit in the Community Improvement sector that reported $908K in total revenue in fiscal year 2024.

Mission

To serve senior citizens in the local community. Center provides meal and and activities enriching senior living.

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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 $892,777

Program Service Revenue $14,865

Investment Income $208

Other Revenue $448

TOTAL REVENUE $908,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $415,101

Fundraising Expenses $0

Program Expenses $889,777

Other Expenses $478,919

TOTAL EXPENSES $894,020

Year-over-Year Comparison

	2024	2023	Change
Revenue	$908,298	$887,590	+0.0%
Expenses	$894,020	$888,146	+0.0%
Net Income	$14,278	$-556	-26.7%

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

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

$84,242

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL DADDI	PRESIDENT	2.00	Director	$0	$0	$0
LINDA M KATES	TREASURER	2.00	Director	$0	$0	$0
MELENE C FOLLERT	SECRETARY	2.00	Director	$0	$0	$0
CAROL A LETTERMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER BELL	BOARD MEMBER	2.00	Director	$0	$0	$0
MARILYN GREEN	EXECUTIVE DIRECTOR	40.00	Officer	$84,242	$0	$84,242

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	$908,298	$894,020	$534,411	$14,278
2024	$887,590	$888,146	$603,072	$-556
2023	$853,747	$854,928	$577,343	$-1,181
2022	$608,460	$895,172	$103,149	$-286,712
2022	$811,511	$803,884	$653,427	$7,627
2021	$644,396	$659,583	$389,861	$-15,187
2020	$798,425	$819,896	$405,048	$-21,471
2019	$949,496	$907,880	$426,519	$41,616

STEIN SENIOR CENTER INC