OSAGE BEACH SENIOR CENTER INC (EIN 272900543) - 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

2009

Legal Domicile

Principal Officer

Carina Kagan

Phone

5733482909

Tax Period

2025-01-01 to 2025-12-31

OSAGE BEACH SENIOR CENTER INC, founded in 2009, is a small nonprofit in the Human Services sector that reported $235K in total revenue in fiscal year 2025. Expenses of $215K left a modest 8% surplus.

Mission

Provide affordable meals for senior citizens of our area.

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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 (2025)

Revenue Breakdown

Contributions & Grants $230,717

Program Service Revenue $0

Investment Income $321

Other Revenue $3,712

TOTAL REVENUE $234,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $88,277

Fundraising Expenses $0

Program Expenses $215,193

Other Expenses $126,916

TOTAL EXPENSES $215,193

Year-over-Year Comparison

	2025	2024	Change
Revenue	$234,750	$227,528	+0.0%
Expenses	$215,193	$254,772	-0.2%
Net Income	$19,557	$-27,244	-1.7%

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

N/A

Employees

N/A

Volunteers

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
Anita Topel	Board Member	8	Director	$0	$0	$0
Wendy Rudd	Board Member	8	Director	$0	$0	$0
Jerol Laughlin	Board Member	8	Director	$0	$0	$0
Alan Wiese	Board Member	8	Director	$0	$0	$0
Pat Thompson	Secretary	8	Director	$0	$0	$0
Brent Jones	Board Member	8	Director	$0	$0	$0
Ken Webb	Board Member	8	Director	$0	$0	$0
Don Wahonick	Board Member	8	Director	$0	$0	$0
Dale Cauley	Board Member	8	Director	$0	$0	$0
Carl Frankenfield	Board Member	8	Director	$0	$0	$0
Carina Kagan	President	20	Officer	$0	$0	$0
Malissa Clinton	Treasurer	10	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
2025	$234,750	$215,193	$45,128	$19,557
2024	No data	No data	No data	No data
2020	$221,011	$124,286	$113,106	$96,725

OSAGE BEACH SENIOR CENTER INC