PENDLETON SENIOR AND FAMILY SERVICES INC (EIN 550541097) - 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

1973

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

PENDLETON SENIOR AND FAMILY SERVICES INC, founded in 1973, is a small nonprofit in the Human Services sector that reported $985K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $898K left a modest 9% surplus.

Mission

IMPROVE QUALITY OF LIFE BY ENCOURAGING, PROMOTING AND AIDING IN THE ESTABLISHMENT OF LOCAL PROGRAMS AND SERVICES FOR SENIOR CITIZENS AND PROVIDING MEALS, NON-EMERGENCY SERVICES, IN-HOME HEALTH AND HOMEMAKER SERVICES

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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 $805,608

Program Service Revenue $163,968

Investment Income $0

Other Revenue $15,421

TOTAL REVENUE $984,997

Expense Breakdown

Grants Paid $0

Salaries & Benefits $547,370

Fundraising Expenses $0

Program Expenses $508,950

Other Expenses $351,050

TOTAL EXPENSES $898,420

Year-over-Year Comparison

	2023	2022	Change
Revenue	$984,997	$818,019	+0.2%
Expenses	$898,420	$832,859	+0.1%
Net Income	$86,577	$-14,840	-6.8%

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

N/A

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
JUNE PADGETT	PRESIDENT	1.00	Director	$0	$0	$0
MARY BOWERS	DIRECTOR	1.00	Director	$0	$0	$0
DIANA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
PATTY SICKLER	SECRETARY	1.00	Director	$0	$0	$0
LINDA WHITSON	DIRECTOR	1.00	Director	$0	$0	$0
ANN BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
RUTH A GEISER	DIRECTOR	2.00	Officer Director	$0	$0	$0
PHILLIP DOWNS	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
ELIZABETH MITCHELL	TREASURER	2.00	Officer 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	$984,997	$898,420	$1,061,258	$86,577
2023	$818,019	$832,859	$956,560	$-14,840
2022	$879,900	$906,226	$985,309	$-26,326
2021	$988,896	$972,626	$926,044	$16,270
2021	$1,013,544	$916,942	$1,006,487	$96,602
2020	$929,271	$871,516	$962,690	$57,755

PENDLETON SENIOR AND FAMILY SERVICES INC