MILAN SENIORS FOR HEALTHY LIVING (EIN 271109225) - 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

2010

Legal Domicile

Principal Officer

MARYANN OPAL

Phone

7345086229

Tax Period

2023-01-01 to 2023-12-31

MILAN SENIORS FOR HEALTHY LIVING, founded in 2010, is a small nonprofit in the Human Services sector that reported $491K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $422K left a modest 14% surplus.

Mission

EMPOWERING HEALTHY AGING AND ENHANCING QUALITY OF LIFE THROUGH THE SENIOR ACTIVITY CENTER, TRANSPORTATION SERVICES, AND HOMEBOUND MEAL DELIVERY SERVICES.

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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 $383,657

Program Service Revenue $64,712

Investment Income $63

Other Revenue $42,504

TOTAL REVENUE $490,936

Expense Breakdown

Grants Paid $0

Salaries & Benefits $262,249

Fundraising Expenses $0

Program Expenses $421,796

Other Expenses $160,247

TOTAL EXPENSES $422,496

Year-over-Year Comparison

	2023	2022	Change
Revenue	$490,936	$401,605	+0.2%
Expenses	$422,496	$327,315	+0.3%
Net Income	$68,440	$74,290	-0.1%

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

100

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
STEVE BARNEY	CHAIR	1.00	Officer Director	$0	$0	$0
TERRY DOLLHOFF	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
EDUARDO ENRIQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
JAMES GIORDANI	DIRECTOR	1.00	Director	$0	$0	$0
DIANE LONDON	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN SCHAUER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS WETZLER	TREASURER	4.00	Officer 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	No data	No data	No data	No data
2023	$490,936	$422,496	$430,651	$68,440
2022	$401,605	$327,315	$362,041	$74,290
2021	$321,532	$314,871	$287,751	$6,661
2020	$420,481	$357,712	$281,090	$62,769
2019	$392,959	$333,925	$218,321	$59,034
2018	$326,759	$301,040	$159,287	$25,719

MILAN SENIORS FOR HEALTHY LIVING