STORY CITY SENIOR CITIZENS INC RETIRED AND SENIOR VOLUNTEER PROGRAM (EIN 421019146) - 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

1973

Legal Domicile

Phone

5157334917

Tax Period

2023-07-01 to 2024-06-30

STORY CITY SENIOR CITIZENS INC RETIRED AND SENIOR VOLUNTEER PROGRAM, founded in 1973, is a small nonprofit in the Human Services sector that reported $378K in total revenue in fiscal year 2023. Expenses of $358K left a modest 5% surplus.

Mission

PROVIDE VOLUNTEER OPPORTUNITIES AND EDUCATIONAL PROGRAMS FOR SENIOR CITIZENS.

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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 $355,884

Program Service Revenue $9,380

Investment Income $5,006

Other Revenue $7,425

TOTAL REVENUE $377,695

Expense Breakdown

Grants Paid $0

Salaries & Benefits $263,433

Fundraising Expenses $0

Program Expenses $264,893

Other Expenses $94,995

TOTAL EXPENSES $358,428

Year-over-Year Comparison

	2023	2022	Change
Revenue	$377,695	$363,365	+0.0%
Expenses	$358,428	$382,617	-0.1%
Net Income	$19,267	$-19,252	-2.0%

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

250

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

$70,468

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KALEN PETERSEN	Executive Dir.	45.00	Officer	$69,268	$1,200	$70,468
TIM KADOLPH	Director	1.00	Director	$0	$0	$0
SHERYL PHIPPS	Secretary	1.00	Officer Director	$0	$0	$0
RENAE KADOLPH	Treasurer	1.00	Officer Director	$0	$0	$0
LISA MCLLRATH	Director	1.00	Director	$0	$0	$0
LINDA LARSON	Director	1.00	Director	$0	$0	$0
PAT HASHMAN	Director	1.00	Director	$0	$0	$0
CLARK THOMPSON	President	2.00	Officer Director	$0	$0	$0
SHANNON BRYAN	Vice President	1.00	Officer Director	$0	$0	$0
LISA NELSON	Director	1.00	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
2025	No data	No data	No data	No data
2024	$377,695	$358,428	$369,717	$19,267
2023	$363,365	$382,617	$342,105	$-19,252
2022	$381,552	$351,224	$361,277	$30,328
2022	$347,406	$351,224	$227,081	$-3,818
2021	$452,711	$325,520	$332,799	$127,191
2021	$352,661	$325,520	$232,749	$27,141
2020	$366,944	$352,888	$207,717	$14,056
2019	$388,424	$371,014	$194,340	$17,410

STORY CITY SENIOR CITIZENS INC RETIRED AND SENIOR VOLUNTEER PROGRAM