SEM Manor Inc (EIN 310797610) - 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

1970

Legal Domicile

Principal Officer

John Droste

Phone

5138315700

Tax Period

2023-09-01 to 2024-08-31

SEM Manor Inc, founded in 1970, is a small nonprofit that reported $292K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $279K, a strong 95% operating margin.

Mission

S.E.M. Manor provides low income housing for the elderly.

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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 $3,518

Program Service Revenue $0

Investment Income $289,257

Other Revenue $-278

TOTAL REVENUE $292,497

Expense Breakdown

Grants Paid $2,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $13,416

Other Expenses $11,170

TOTAL EXPENSES $13,470

Year-over-Year Comparison

	2023	2022	Change
Revenue	$292,497	$411,197	-0.3%
Expenses	$13,470	$257,175	-0.9%
Net Income	$279,027	$154,022	+0.8%

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

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
Jim Brandt	Trustee	0.25	Director	$0	$0	$0
Russelyn Halvorsen	Trustee	0.25	Director	$0	$0	$0
Michael Frank	Vice President	0.25	Officer Director	$0	$0	$0
Chris Gardner	Treasurer	0.25	Officer Director	$0	$0	$0
Cathy Beumer	Secretary	0.25	Officer Director	$0	$0	$0
Phil Bodle	President	0.25	Officer Director	$0	$0	$0
Veronica Schlegel	Trustee	0.25	Director	$0	$0	$0
John Croxton	Trustee	0.25	Director	$0	$0	$0
Jake Seiber	Agent	0.25	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
2024	$292,497	$13,470	$9,988,460	$279,027
2023	$411,197	$257,175	$9,710,108	$154,022
2022	$409,228	$184,253	$9,556,086	$224,975
2021	$408,259	$299,702	$9,331,111	$108,557
2020	$521,775	No data	$9,222,554	No data
2019	$7,517,478	No data	$8,700,779	No data
2018	$238,830	$116,500	$1,353,770	$122,330

SEM Manor Inc