BLAIR SENIOR FUND (EIN 251754065) - 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

1994

Legal Domicile

Principal Officer

STEVEN T WILLIAMSON

Phone

8149461235

Tax Period

2024-07-01 to 2025-06-30

BLAIR SENIOR FUND, founded in 1994, is a small nonprofit in the Human Services sector that reported $743K in total revenue in fiscal year 2024. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $531K, a strong 71% operating margin.

Mission

PROGRAMS FOR THE AGING

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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 $0

Program Service Revenue $0

Investment Income $743,232

Other Revenue $0

TOTAL REVENUE $743,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,068

Other Expenses $212,103

TOTAL EXPENSES $212,103

Year-over-Year Comparison

	2024	2023	Change
Revenue	$743,232	$355,472	+1.1%
Expenses	$212,103	$190,228	+0.1%
Net Income	$531,129	$165,244	+2.2%

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

$174,057

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY KEEFE	CHAIR	0.00	Officer Director	$0	$0	$0
FRED BUCKREIS	VICE CHAIR	0.00	Officer Director	$0	$0	$0
JIM BONERIGO	SECRETARY	0.00	Officer Director	$0	$0	$0
DAVID DIEDRICH	TREASURER	0.00	Officer Director	$0	$0	$0
STEVEN WILLIAMSON	PRESIDENT	1.00	Officer	$0	$24,511	$174,057

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	$743,232	$212,103	$3,778,694	$531,129
2024	$355,472	$190,228	$3,709,354	$165,244
2023	$108,763	$101,424	$3,176,125	$7,339
2022	$392,285	$181,747	$3,136,429	$210,538
2021	$570,320	$201,564	$3,595,022	$368,756
2020	$370,570	$161,513	$2,753,034	$209,057
2019	$265,822	$135,523	$2,357,654	$130,299

BLAIR SENIOR FUND