MT MORRIS SENIOR CITIZENS COUNCIL (EIN 362938190) - 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

Formation Year

1973

Legal Domicile

Phone

8157346335

Tax Period

2024-07-01 to 2025-06-30

MT MORRIS SENIOR CITIZENS COUNCIL, founded in 1973, is a small nonprofit that reported $205K in total revenue in fiscal year 2024. Expenses of $195K left a modest 5% surplus.

Mission

SENIOR CITIZEN SERVICES

🔒

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 $50,414

Program Service Revenue $96,578

Investment Income $43,334

Other Revenue $14,271

TOTAL REVENUE $204,597

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,956

Fundraising Expenses $1,563

Program Expenses $165,886

Other Expenses $132,609

TOTAL EXPENSES $194,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,597	$189,722	+0.1%
Expenses	$194,565	$204,732	0.0%
Net Income	$10,032	$-15,010	-1.7%

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

Employees

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	Role	Reportable Comp	Other Comp	Total
KATHY HEID	PRESIDENT	Officer Director	$0	$0	$0
JON MURRAY	VICE PRESIDENT	Officer Director	$0	$0	$0
PATTY ALEXANDRIA	SECRETARY	Officer Director	$0	$0	$0
HARVEY BRIGGS	TREASURER	Officer Director	$0	$0	$0
BROOKE DUFFY	BOARD MEMBER	Director	$0	$0	$0
SHARON OSBOURNE	BOARD MEMBER	Director	$0	$0	$0
ED BAKER	BOARD MEMBER	Director	$0	$0	$0
CAROL COLLINS	BOARD MEMBER	Director	$0	$0	$0
MELISSA ROJAS	EXECUTIVE DIRECTOR	Director Key Emp Highest	$0	$0	$0
MARK LAWLER	BOARD MEMBER	Director	$0	$0	$0
VACANT VACANT	BOARD MEMBER	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
2025	$204,597	$194,565	$192,996	$10,032
2024	$189,722	$204,732	$185,212	$-15,010
2023	$125,480	$129,359	$199,368	$-3,879
2022	$79,553	$100,331	$202,539	$-20,778
2021	$64,678	$83,907	$223,317	$-19,229

MT MORRIS SENIOR CITIZENS COUNCIL