SOUTH MADISON COALITION OF THE ELDERLY INC (EIN 391222287) - 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

1975

Legal Domicile

Principal Officer

MARCIA HENDRICKSON

Phone

6085120000

Tax Period

2018-01-01 to 2018-12-31

SOUTH MADISON COALITION OF THE ELDERLY INC, founded in 1975, is a small nonprofit that reported $600K in total revenue in fiscal year 2018. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $880K exceeded revenue, resulting in a 47% operating deficit.

Mission

NONPROFIT AGENCY THAT PROVIDES SOCIAL SERVICES FOR OLDER ADULTS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $578,433

Program Service Revenue $7,504

Investment Income $0

Other Revenue $13,705

TOTAL REVENUE $599,642

Expense Breakdown

Grants Paid $94,596

Salaries & Benefits $597,354

Fundraising Expenses $0

Program Expenses $755,742

Other Expenses $187,626

TOTAL EXPENSES $879,576

Year-over-Year Comparison

	2018	2017	Change
Revenue	$599,642	$1,311,684	-0.5%
Expenses	$879,576	$1,235,813	-0.3%
Net Income	$-279,934	$75,871	-4.7%

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

420

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

$60,593

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER DAVIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
NANCY KOSSEFF	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIE DIETERLE	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHY KELLER	TREASURER	1.00	Officer Director	$0	$0	$0
LYNN MONTGOMERY	DIRECTOR	1.00	Director	$0	$0	$0
JIM SAUNDERS	DIRECTOR	1.00	Director	$0	$0	$0
CORRINE WIMMER-FETHERSTON	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA HENDRICKSON	EXECUTIVE DIRECTOR	40.00	Officer	$60,593	$0	$60,593

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
2018	$599,642	$879,576	No data	$-279,934

SOUTH MADISON COALITION OF THE ELDERLY INC