NORTHWEST SENIOR RESOURCES INC (EIN 382056710) - 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

1973

Legal Domicile

Principal Officer

KANDI LANNEN

Phone

2319478920

Tax Period

2023-10-01 to 2024-09-30

NORTHWEST SENIOR RESOURCES INC, founded in 1973, is a mid-sized nonprofit in the Human Services sector that reported $18.0M in total revenue in fiscal year 2023.

Mission

TO SERVE AND ADVOCATE FOR OLDER ADULTS, ADULTS WITH DISABILITIES, AND CAREGIVERS BY SUPPORTING THEIR INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE.

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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 $17,923,062

Program Service Revenue $1,160

Investment Income $28,755

Other Revenue $53,958

TOTAL REVENUE $18,006,935

Expense Breakdown

Grants Paid $2,297,682

Salaries & Benefits $3,451,843

Fundraising Expenses $0

Program Expenses $16,641,827

Other Expenses $12,236,031

TOTAL EXPENSES $17,985,556

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,006,935	$18,305,309	0.0%
Expenses	$17,985,556	$18,467,622	0.0%
Net Income	$21,379	$-162,313	-1.1%

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

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

$166,596

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CANDACE JACQUES	TRUSTEE (ENDED 6/24)	1.00	Director	$0	$0	$0
BOB ROELOFS	TRUSTEE	1.00	Director	$0	$0	$0
KORY HANSEN	TRUSTEE (ENDED 4/24)	1.00	Director	$0	$0	$0
ROBERT JESS	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA BARR	TRUSTEE	1.00	Director	$0	$0	$0
JANICE MCCRANER	TRUSTEE	1.00	Director	$0	$0	$0
ERIN BROTHERTON	TRUSTEE	1.00	Director	$0	$0	$0
BOB BALDWIN	TRUSTEE	1.00	Director	$0	$0	$0
CHERYL PATTON	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEA WALTER	SECRETARY	1.00	Officer Director	$0	$0	$0
PAM NIEBRZYDOWSKI	TREASURER	1.00	Officer Director	$0	$0	$0
JACK MESSER	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
DAVID WHITE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
HEIDI GUSTINE	EXECUTIVE DIRECTOR	40.00	Officer	$105,588	$24,538	$130,126
KENDELL WALTON	FINANCE DIRECTOR	40.00	Officer	$24,411	$12,059	$36,470

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	$18,006,935	$17,985,556	$6,686,010	$21,379
2023	$18,305,309	$18,467,622	$5,768,199	$-162,313
2022	$19,275,502	$19,553,885	$6,411,063	$-278,383
2021	$18,405,394	$17,679,490	$6,309,333	$725,904
2020	$17,136,331	$16,337,859	$5,502,181	$798,472
2019	$15,934,686	$15,692,256	$4,373,977	$242,430
2018	$14,304,911	$14,092,956	$4,061,362	$211,955

NORTHWEST SENIOR RESOURCES INC