SENIOR HEALTH FOUNDATION (EIN 470709560) - 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

1987

Legal Domicile

Phone

4028276000

Tax Period

2023-01-01 to 2023-12-31

SENIOR HEALTH FOUNDATION, founded in 1987, is a micro nonprofit in the Human Services sector that reported $56K in total revenue in fiscal year 2023. The organization ran a surplus of $24K, a strong 43% operating margin.

Mission

To support the healthcare family of Midwest Geriatrics through fund raising and advocacy.

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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 $29,813

Program Service Revenue $0

Investment Income $30,540

Other Revenue $-4,438

TOTAL REVENUE $55,915

Expense Breakdown

Grants Paid $17,114

Salaries & Benefits $3,294

Fundraising Expenses $312

Program Expenses $21,638

Other Expenses $11,684

TOTAL EXPENSES $32,092

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,915	$57,447	0.0%
Expenses	$32,092	$45,135	-0.3%
Net Income	$23,823	$12,312	+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

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

$486,263

Total Directors

$486,263

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Debra L Thacker	CFO	2.00	Officer Director	$0	$17,132	$243,248
Lois M Jordan	President CEO	2.00	Officer Director	$0	$19,321	$243,015
Kristin Pratt	Chairman	1.00	Officer Director	$0	$0	$0
Brett Worick	Secretary Treasurer	1.00	Officer Director	$0	$0	$0
Marc Butterfield	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
2024	No data	No data	No data	No data
2023	$55,915	$32,092	$918,432	$23,823
2022	$57,447	$45,135	$818,700	$12,312
2021	$58,860	$23,837	$906,503	$35,023
2020	$45,170	$35,922	$834,544	$9,248
2019	$44,433	$27,454	$780,647	$16,979
2018	$135,568	$116,850	$693,940	$18,718

SENIOR HEALTH FOUNDATION