SENIORS FOUNDATION (EIN 470630837) - 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

1981

Legal Domicile

Principal Officer

DEREK MEYER

Phone

4024416179

Tax Period

2023-09-01 to 2024-08-31

SENIORS FOUNDATION, founded in 1981, is a micro nonprofit that reported $82K in total revenue in fiscal year 2023. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15K, a strong 18% operating margin.

Mission

TO ENRICH THE LIVES OF SENIORS BY SUPPORTING AGING PARTNERS.

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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 $73,010

Program Service Revenue $0

Investment Income $11,902

Other Revenue $-2,518

TOTAL REVENUE $82,394

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,178

Fundraising Expenses $39,371

Program Expenses $9,167

Other Expenses $15,703

TOTAL EXPENSES $67,881

Year-over-Year Comparison

	2023	2022	Change
Revenue	$82,394	$363,514	-0.8%
Expenses	$67,881	$155,214	-0.6%
Net Income	$14,513	$208,300	-0.9%

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

$45,852

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN SZWANEK	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROGER LEMPKE	PRESIDENT-EL	2.00	Officer Director	$0	$0	$0
DENISE BULLING	SECRETARY	2.00	Officer Director	$0	$0	$0
DEREK MEYER	TREASURER	2.00	Officer Director	$0	$0	$0
KRISTINE DYKEMAN-SCHOENING	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
JOAN ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS BLOMENBERG	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CROGHAN	DIRECTOR	1.00	Director	$0	$0	$0
BECCA HENRY	DIRECTOR	1.00	Director	$0	$0	$0
J HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
DEB KALLHOFF	DIRECTOR	1.00	Director	$0	$0	$0
BOB MICHL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MIERS	DIRECTOR	1.00	Director	$0	$0	$0
JOY PATTEN	DIRECTOR	1.00	Director	$0	$0	$0
KATE SPECK	DIRECTOR	1.00	Director	$0	$0	$0
JEFF AHL	DIRECTOR	1.00	Director	$0	$0	$0
APRIL LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
KIERSTIN REED	DIRECTOR	1.00	Director	$0	$0	$0
SAMI SEGELKE	DIRECTOR	1.00	Director	$0	$0	$0
GINA COTTON	EXECUTIVE DI	20.00	Officer	$45,852	$0	$45,852

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	$82,394	$67,881	$513,658	$14,513
2023	$363,514	$155,214	$453,433	$208,300
2022	$331,587	$318,660	$484,162	$12,927
2021	$99,391	$99,477	$520,311	$-86
2020	$45,394	$74,438	$393,885	$-29,044
2019	$49,751	$70,572	$339,669	$-20,821
2018	$51,007	$66,463	$320,793	$-15,456

SENIORS FOUNDATION