Swartz Creek Area Senior Citizens Inc (EIN 382416786) - 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

1982

Legal Domicile

Phone

8106354122

Tax Period

2024-07-01 to 2025-06-30

Swartz Creek Area Senior Citizens Inc, founded in 1982, is a small nonprofit in the Human Services sector that reported $924K in total revenue in fiscal year 2024. Revenue surged 257% from the prior year, signaling strong growth momentum. The organization ran a surplus of $625K, a strong 68% operating margin.

Mission

To provide programs to benefit senior citizens

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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 (2024)

Revenue Breakdown

Contributions & Grants $667,953

Program Service Revenue $211,851

Investment Income $21,607

Other Revenue $22,491

TOTAL REVENUE $923,902

Expense Breakdown

Grants Paid $0

Salaries & Benefits $125,389

Fundraising Expenses $0

Program Expenses $299,373

Other Expenses $173,984

TOTAL EXPENSES $299,373

Year-over-Year Comparison

	2024	2023	Change
Revenue	$923,902	$258,531	+2.6%
Expenses	$299,373	$265,234	+0.1%
Net Income	$624,529	$-6,703	-94.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Roger Bloss	President	Director	$0	$0	$0
Elaine Tucker	Secretary	Director	$0	$0	$0
Ken Klungle	Vice President	Director	$0	$0	$0
Kathy VanDette	Treasurer	Director	$0	$0	$0
Mickie Grandstaff	Trustee	Director	$0	$0	$0
Kaye Johnson	Trustee	Director	$0	$0	$0
Betty Binder	Trustee	Director	$0	$0	$0
Sandy Martin	Trustee	Director	$0	$0	$0
Julia Asselin	Trustee	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	$923,902	$299,373	$1,276,279	$624,529
2024	$258,531	$265,234	$648,635	$-6,703
2023	$212,827	$221,126	$648,257	$-8,299
2022	$188,949	$194,668	$645,765	$-5,719
2021	$168,761	$177,675	$650,505	$-8,914
2020	$185,153	$191,839	$659,545	$-6,686
2019	$214,325	$218,317	$666,908	$-3,992

Swartz Creek Area Senior Citizens Inc