MARION SENIOR CITIZENS ASSOCIATION INC (EIN 311044835) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Legal Domicile

Principal Officer

JANICE MOORE

Tax Period

2024-01-01 to 2024-12-31

MARION SENIOR CITIZENS ASSOCIATION INC is a small nonprofit in the Human Services sector that reported $173K in total revenue in fiscal year 2024. Expenses of $153K left a modest 12% surplus.

Mission

TO PROVIDE SERVICES TO LOCAL SENIORS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,455

Program Service Revenue $150,380

Investment Income $1,078

Other Revenue $0

TOTAL REVENUE $172,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $145,540

Other Expenses $152,790

TOTAL EXPENSES $152,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$172,913	$177,368	0.0%
Expenses	$152,790	$191,591	-0.2%
Net Income	$20,123	$-14,223	-2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRI WATTS	Trustee	1.00	Director	$0	$0	$0
NICK WISDA	Trustee	1.00	Director	$0	$0	$0
FRED MALONE	Trustee	1.00	Director	$0	$0	$0
JUDY WALKER	Treasurer	1.00	Director	$0	$0	$0
STEVE RENICK	Trustee	1.00	Director	$0	$0	$0
RHODELLA METZ	Trustee	1.00	Director	$0	$0	$0
BECKY YANNITELL	President	1.00	Officer	$0	$0	$0
JANICE MOORE	Vice President	1.00	Officer	$0	$0	$0
JANINE WILLIAMS	Secretary	1.00	Officer	$0	$0	$0
KATHY HAMPEL	Secretary	1.00	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	$172,913	$152,790	$516,382	$20,123
2021	$34,851	$85,127	$450,311	$-50,276
2020	$96,133	$142,610	$499,645	$-46,477
2019	$217,360	$178,255	$546,279	$39,105
2018	$193,348	$148,629	$507,042	$44,719

MARION SENIOR CITIZENS ASSOCIATION INC