Heart of Senior Citizen Services (EIN 383409498) - 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

1987

Legal Domicile

Phone

8107852270

Tax Period

2023-10-01 to 2024-09-30

Heart of Senior Citizen Services, founded in 1987, is a small nonprofit in the Human Services sector that reported $343K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

Provide services to senior citizens such as meals, transportation, education and recreation

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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 $276,898

Program Service Revenue $57,523

Investment Income $6,305

Other Revenue $2,030

TOTAL REVENUE $342,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $189,758

Fundraising Expenses $8,321

Program Expenses $230,949

Other Expenses $150,177

TOTAL EXPENSES $339,935

Year-over-Year Comparison

	2023	2022	Change
Revenue	$342,756	$313,684	+0.1%
Expenses	$339,935	$332,121	+0.0%
Net Income	$2,821	$-18,437	-1.2%

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

$53,255

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Reid	Executive Dir.	40.00	Officer	$53,255	$0	$53,255
Dale Daron	Trustee	2.00	Director	$0	$0	$0
Deacon James Brown	Trustee	2.00	Director	$0	$0	$0
Lynn DeVoll	Trustee	2.00	Director	$0	$0	$0
Ingrid Lewis	Trustee	2.00	Director	$0	$0	$0
Ronda Simpson	Trustee	2.00	Director	$0	$0	$0
Elizabeth Melchor	Trustee	2.00	Director	$0	$0	$0
Belinda Mack	Trustee	2.00	Director	$0	$0	$0
Johnnie Sue Petrich	President	2.00	Officer	$0	$0	$0
Ken Sies	Secretary	2.00	Officer	$0	$0	$0
Brenda Ashley	Treasurer	2.00	Officer	$0	$0	$0
Larry Green	Vice President	2.00	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	$342,756	$339,935	$304,694	$2,821
2023	$313,684	$332,121	$302,745	$-18,437
2022	$298,470	$288,871	$317,471	$9,599
2021	$248,262	$259,965	$303,524	$-11,703
2020	$246,596	$256,317	$306,814	$-9,721
2019	$274,974	$289,052	$318,518	$-14,078
2018	$286,486	$290,295	$328,450	$-3,809

Heart of Senior Citizen Services