SENIOR VILLAGE AT SADDLEBROOKEINC (EIN 475552021) - 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

2015

Legal Domicile

Principal Officer

LINDA HAMPTON

Phone

5203141042

Tax Period

2024-10-01 to 2025-09-30

SENIOR VILLAGE AT SADDLEBROOKEINC, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $653K in total revenue in fiscal year 2024. The organization ran a surplus of $356K, a strong 55% operating margin.

Mission

HELPING SENIORS LIVE INDEPENDENTLY

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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 $490,754

Program Service Revenue $145,900

Investment Income $19,676

Other Revenue $-3,661

TOTAL REVENUE $652,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $193,966

Fundraising Expenses $38,103

Program Expenses $135,375

Other Expenses $102,814

TOTAL EXPENSES $296,780

Year-over-Year Comparison

	2024	2023	Change
Revenue	$652,669	$651,802	+0.0%
Expenses	$296,780	$309,416	0.0%
Net Income	$355,889	$342,386	+0.0%

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

393

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

$87,643

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL KIKER	CHAIR	25.00	Officer Director	$0	$0	$0
GREG POLLING	VICE CHAIR	10.00	Officer Director	$0	$0	$0
DAVID BULL	MEMBER	10.00	Director	$0	$0	$0
BONNIE WESTRA	MEMBER	10.00	Director	$0	$0	$0
KURT MCMILLEN	MEMBER	10.00	Director	$0	$0	$0
JOHN O'BRIEN	MEMBER	10.00	Director	$0	$0	$0
DIANE DEMEROUTIS	MEMBER	10.00	Director	$0	$0	$0
DAVID EISENHAUER	MEMBER	10.00	Director	$0	$0	$0
RON BOWER	MEMBER	10.00	Director	$0	$0	$0
LINDA HAMPTON	EXECUTIVE DI	40.00	Officer	$76,823	$10,820	$87,643

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	$652,669	$296,780	$1,440,010	$355,889
2024	$651,802	$309,416	$1,079,166	$342,386
2023	$572,160	$312,907	$736,893	$259,253
2022	$414,782	$225,058	$477,652	$189,724
2021	$282,647	$164,407	$287,922	$118,240

SENIOR VILLAGE AT SADDLEBROOKEINC