Senior Companion Fund (EIN 460379180) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

Corey Camp

Phone

6053611133

Tax Period

2024-01-01 to 2024-12-31

SENIOR COMPANION FUND, founded in 1984, is a small nonprofit that reported $190K in total revenue in fiscal year 2018. The organization ran a surplus of $62K, a strong 33% operating margin.

Mission

To provide support services to the elderly.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,559

Program Service Revenue $0

Investment Income $104,209

Other Revenue $0

TOTAL REVENUE $115,768

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,690

Other Expenses $34,757

TOTAL EXPENSES $34,757

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,768	$53,404	+1.2%
Expenses	$34,757	$178,294	-0.8%
Net Income	$81,011	$-124,890	-1.6%

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

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
Corey Camp	Chair	0.10	Officer Director	$0	$0	$0
Barb Wetrosky	Vice-Chair	0.10	Officer Director	$0	$0	$0
Elizabeth Hindbjorgen	Secretary	0.10	Officer Director	$0	$0	$0
John Tranberg	Treasurer (Jan-Mar)	0.10	Officer Director	$0	$0	$0
Kathi Herreid	Director	0.10	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	$115,768	$34,757	$1,667,565	$81,011
2023	$53,404	$178,294	$1,538,962	$-124,890
2022	$185,598	$109,446	$1,563,902	$76,152
2021	$808,340	$52,489	$1,752,508	$755,851
2020	$33,821	$13,604	$934,854	$20,217
2019	$129,797	$106,450	$834,135	$23,347
2018	$190,261	$127,814	$810,788	$62,447

Senior Companion Fund