THE NOKOMIS HEALTHY SENIORS PROGRAM (EIN 411889344) - 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

1994

Legal Domicile

Principal Officer

BRIANNA GALLETT

Phone

6127295499

Tax Period

2023-01-01 to 2023-12-31

THE NOKOMIS HEALTHY SENIORS PROGRAM, founded in 1994, is a small nonprofit in the Health Care sector that reported $175K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $211K exceeded revenue, resulting in a 21% operating deficit.

Mission

THE NOKOMIS HEALTHY SENIORS IS A NON-PROFIT DEDICATED TO HELPING SENIORS LIVE INDEPENDENTLY AT HOME.

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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 $167,744

Program Service Revenue $7,437

Investment Income $0

Other Revenue $-476

TOTAL REVENUE $174,705

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,005

Program Expenses $175,023

Other Expenses $210,866

TOTAL EXPENSES $210,866

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,705	$198,867	-0.1%
Expenses	$210,866	$221,831	0.0%
Net Income	$-36,161	$-22,964	+0.6%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGAN ELLIASEN	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$0
FRED JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN RADECKI	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDSEY BROWN	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIANNA GALLETT	PRESIDENT	1.00	Officer Director	$0	$0	$0
BETHANY MARRIOTT	ASSISTANT EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$0
BARB OWENS	VICE PRESIDENT	1.00	Officer 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	No data	No data	No data	No data
2023	$174,705	$210,866	$201,461	$-36,161
2022	$198,867	$221,831	$237,622	$-22,964
2021	$213,773	$183,863	$260,586	$29,910
2020	$289,500	$201,485	$241,385	$88,015
2019	$163,436	$214,100	$146,779	$-50,664
2018	$256,967	$204,202	$204,204	$52,765

THE NOKOMIS HEALTHY SENIORS PROGRAM