KLAMATH BASIN SENIOR CITIZENS' CENTER (EIN 460716639) - 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

2012

Legal Domicile

Principal Officer

THERESA EDWARDS

Phone

5418837171

Tax Period

2024-07-01 to 2025-06-30

KLAMATH BASIN SENIOR CITIZENS' CENTER, founded in 2012, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year.

Mission

TO BUILD AND MAINTAIN A SUPPORTIVE COMMUNITY FOR SENIORS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,213,615

Program Service Revenue $0

Investment Income $1,582

Other Revenue $150,664

TOTAL REVENUE $1,365,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $703,330

Fundraising Expenses $38,635

Program Expenses $912,251

Other Expenses $689,357

TOTAL EXPENSES $1,392,687

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,365,861	$1,619,846	-0.2%
Expenses	$1,392,687	$1,526,277	-0.1%
Net Income	$-26,826	$93,569	-1.3%

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

$68,243

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG DOLEZAL	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERNIE PALMER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHY MORRIS	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER LITTLE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES CALVERT MD	DIRECTOR	1.00	Director	$0	$0	$0
JESSIE WILKIE	SECRETARY	1.00	Officer Director	$0	$0	$0
DAWN WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
ARDATH MCDERMOTT	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN PIERCE	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$68,243	$0	$68,243

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	$1,365,861	$1,392,687	$1,924,598	$-26,826
2024	$1,619,846	$1,526,277	$2,040,358	$93,569
2023	$1,785,256	$1,405,202	$2,010,936	$380,054
2022	$1,643,749	$1,310,484	$1,559,915	$333,265
2021	$1,399,262	$1,137,562	$1,233,121	$261,700
2020	$1,287,841	$1,118,595	$923,635	$169,246
2019	$1,312,553	$1,044,852	$782,185	$267,701
2018	$981,727	$933,066	$436,161	$48,661

KLAMATH BASIN SENIOR CITIZENS' CENTER