SEVEN OAKS SENIOR CENTER COUNCIL (EIN 521745877) - 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

1991

Legal Domicile

Principal Officer

Robert Ermer

Phone

4108875192

Tax Period

2024-07-01 to 2025-06-30

SEVEN OAKS SENIOR CENTER COUNCIL, founded in 1991, is a small nonprofit in the Human Services sector that reported $211K in total revenue in fiscal year 2024. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

TO ENRICH THE LIVES OF 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 $0

Program Service Revenue $208,809

Investment Income $2,188

Other Revenue $0

TOTAL REVENUE $210,997

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $210,766

Other Expenses $210,766

TOTAL EXPENSES $210,766

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,997	$265,144	-0.2%
Expenses	$210,766	$274,775	-0.2%
Net Income	$231	$-9,631	-1.0%

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

N/A

Volunteers

150

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
PENNY BROWN	PRESIDENT	8	Director	$0	$0	$0
GINA WHEELER	VICE PRESIDENT	5	Director	$0	$0	$0
ROBERT ERMER	TREASURER	6	Director	$0	$0	$0
GAIL SMITH	ASST TREASURER	5	Director	$0	$0	$0
DALE MULLINEAUX	ASST TREASURER	5	Director	$0	$0	$0
PEG MYERS	CORRESPONDING SECRETARY	2	Director	$0	$0	$0
BETTY OCARROLL	RECORDING SECRETARY	2	Director	$0	$0	$0
ED KONIG	SGT AT ARMS	2	Director	$0	$0	$0
KENNETH DORNBUSH	MEMBER AT LARGE	5	Director	$0	$0	$0
Karen Lindemann	MEMBER AT LARGE	5	Director	$0	$0	$0
NANCY BACH	PAST PRESIDENT	2	Director	$0	$0	$0
JIM LIGHTNER	PAST PRESIDENT	2	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
2025	$210,997	$210,766	$140,509	$231
2024	$265,144	$274,775	$140,278	$-9,631

SEVEN OAKS SENIOR CENTER COUNCIL