SERVICES FOR OLDER CITIZENS INC DBA THE HELM AT THE BOLL LIFE CENTER (EIN 382254509) - 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

1978

Legal Domicile

Principal Officer

KRISTA SIDDALL

Phone

3138829600

Tax Period

2023-10-01 to 2024-09-30

SERVICES FOR OLDER CITIZENS INC DBA THE HELM AT THE BOLL LIFE CENTER, founded in 1978, is a community nonprofit in the Human Services sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 5% surplus.

Mission

TO HELP SENIORS OF THE FIVE GROSSE POINTE MUNICIPALITIES AND HARPER WOODS AS AN INFORMATIONAL AND REFERRAL RESOURCE.

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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 $1,271,649

Program Service Revenue $135,427

Investment Income $44,699

Other Revenue $36,357

TOTAL REVENUE $1,488,132

Expense Breakdown

Grants Paid $0

Salaries & Benefits $832,622

Fundraising Expenses $167,039

Program Expenses $1,125,842

Other Expenses $577,752

TOTAL EXPENSES $1,410,374

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,488,132	$1,153,215	+0.3%
Expenses	$1,410,374	$1,275,258	+0.1%
Net Income	$77,758	$-122,043	-1.6%

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

350

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

$80,385

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PRUDENCE COLE-KLIMISCH	CHAIR	1.00	Officer Director	$0	$0	$0
CHERYL WESEN MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROL KLENOW	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD WIDGREN	TREASURER	1.00	Officer Director	$0	$0	$0
MICHELE KEMLER	SECRETARY	1.00	Officer Director	$0	$0	$0
DANIEL MEGLER	TRUSTEE	1.00	Director	$0	$0	$0
DAVE ZMYSLOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
DOUG BLATT	TRUSTEE	1.00	Director	$0	$0	$0
FRED MINTURN	TRUSTEE	1.00	Director	$0	$0	$0
GARY MAROWSKE	TRUSTEE	1.00	Director	$0	$0	$0
JAMIE RAE TURNBULL	TRUSTEE	1.00	Director	$0	$0	$0
JANA BROWNELL	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY VAUGHN	TRUSTEE	1.00	Director	$0	$0	$0
JODI RAPPE	TRUSTEE	1.00	Director	$0	$0	$0
JT MESTDAGH	TRUSTEE	1.00	Director	$0	$0	$0
JUDITH DIEBOLT	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN GRADY MD	TRUSTEE	1.00	Director	$0	$0	$0
LISA GANDELOT	TRUSTEE	1.00	Director	$0	$0	$0
MICHELE JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
PAMELA STANTON	TRUSTEE	1.00	Director	$0	$0	$0
RANDALL TALLERICO	TRUSTEE	1.00	Director	$0	$0	$0
DAVID DEBRUNNER	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD LUEDERS	TRUSTEE	1.00	Director	$0	$0	$0
LISA VALLEE-SMITH	TRUSTEE	1.00	Director	$0	$0	$0
M A HASTINGS	TRUSTEE	1.00	Director	$0	$0	$0
MARIANNE LANGLOIS	TRUSTEE	1.00	Director	$0	$0	$0
KRISTA SIDDALL	EXECUTIVE DIRECTOR	40.00	Officer	$80,385	$0	$80,385

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	$1,488,132	$1,410,374	$3,813,897	$77,758
2023	$1,153,215	$1,275,258	$3,527,697	$-122,043
2022	$1,581,301	$1,132,933	$3,627,962	$448,368
2021	$1,313,487	$1,002,488	$3,218,780	$310,999
2020	$962,571	$943,383	$2,941,471	$19,188
2019	$1,059,205	$1,110,330	$2,780,097	$-51,125
2018	$952,969	$1,160,693	$2,810,550	$-207,724

SERVICES FOR OLDER CITIZENS INC DBA THE HELM AT THE BOLL LIFE CENTER