SENIOR EAGLE RIVER VOLUNTEER ENTERP

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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

1980

Legal Domicile

Phone

7153372510

Tax Period

2025-01-01 to 2025-12-31

SENIOR EAGLE RIVER VOLUNTEER ENTERP, founded in 1980, is a small nonprofit that reported $126K in total revenue in fiscal year 2025. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $39K, a strong 31% operating margin.

Mission

ACTIVITY CENTER FOR SOCIAL, CIVIC AND COMMUNITY PROGRAMS.PROVIDE SPACE FOR AREA FOOD PANTRY.

Program Service Accomplishments

Program 1

Expenses: $68,907 Revenue: $10,977

ACTIVITY CENTER FOR SOCIAL, CIVIC AND COMMUNITY PROGRAMS. PROVIDE SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS. PROVIDE SPACE FOR AREA FOOD PANTRY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $67,272

Program Service Revenue $10,977

Investment Income $5,391

Other Revenue $42,090

TOTAL REVENUE $125,730

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $68,907

Other Expenses $86,600

TOTAL EXPENSES $86,600

Year-over-Year Comparison

	2025	2024	Change
Revenue	$125,730	$88,869	+0.4%
Expenses	$86,600	$72,345	+0.2%
Net Income	$39,130	$16,524	+1.4%

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

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
BILL WHITNEY	DIRECTOR	1.00	Director	$0	$0	$0
DAWN WHITNEY	DIRECTOR	1.00	Director	$0	$0	$0
SUE KUHNMUENCH	DIRECTOR	0.00	Director	$0	$0	$0
KAREN STANTON	DIRECTOR	0.00	Director	$0	$0	$0
PENNY WAITE	DIRECTOR	1.00	Director	$0	$0	$0
DON WAITE	PRESIDENT	1.00	Officer	$0	$0	$0
BETH TIDBALL	VICE PRESIDENT	1.00	Officer	$0	$0	$0
BOBBI SMITH	SECRETARY	1.00	Officer	$0	$0	$0
WENDY LEDERHAUS	TREASURER	1.00	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
2025	$125,730	$86,600	$554,218	$39,130
2024	No data	No data	No data	No data
2023	$175,657	$56,889	$498,573	$118,768
2022	$108,797	$73,584	$399,068	$35,213
2019	$63,189	$99,725	$709,812	$-36,536