Kalkaska Senior Haven Inc (EIN 383464586) - 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

1997

Legal Domicile

Principal Officer

Virginia Thomas

Phone

2312584250

Tax Period

2024-01-01 to 2024-12-31

Kalkaska Senior Haven Inc, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $430K in total revenue in fiscal year 2024. Expenses of $398K left a modest 7% surplus.

Mission

Federally supported housing to the elderly.

🔒

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 $262,604

Program Service Revenue $158,431

Investment Income $8,841

Other Revenue $0

TOTAL REVENUE $429,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $385,322

Other Expenses $398,189

TOTAL EXPENSES $398,189

Year-over-Year Comparison

	2024	2023	Change
Revenue	$429,876	$404,880	+0.1%
Expenses	$398,189	$347,871	+0.1%
Net Income	$31,687	$57,009	-0.4%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tracy Fisher	President	1.00	Officer Director	$0	$0	$0
Virginia Thomas	Secretary	0.50	Officer Director	$0	$0	$0
Ron Polmanteer	Member	0.50	Director	$0	$0	$0
Flo Polmanteer	Member	0.50	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
2024	$429,876	$398,189	$1,009,025	$31,687
2023	$404,880	$347,871	$970,504	$57,009
2022	$365,918	$349,796	$940,178	$16,122
2021	$379,335	$318,871	$907,143	$60,464
2020	$344,555	$349,167	$868,146	$-4,612
2019	$340,742	$527,674	$847,565	$-186,932
2018	$323,950	$311,929	$1,020,979	$12,021

Kalkaska Senior Haven Inc