THE SENIOR MONONGALIANS INC

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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

1969

Legal Domicile

Principal Officer

RANDY MOORE

Phone

3042969812

Tax Period

2022-10-01 to 2023-09-30

THE SENIOR MONONGALIANS INC, founded in 1969, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year.

Mission

TO PRESERVE, ENHANCE, AND STABLIZE THE QUALITY OF SENIOR LIFE, TO MAINTAIN DIGNITY AND INDEPENDENCE FOR OLDER ADULTS AND TO PROMOTE THEIR PARTICIPATION IN ALL ASPECTS OF CUMMUNITY LIFE.

Program Service Accomplishments

Program 1

Expenses: $1,271,652 Revenue: $134,964

TO PRESERVE, ENHANCE, AND STABILIZE THE QUALITY OF SENIOR LIFE, TO MAINTAIN DIGNITY AND INDEPENDENCE FOR OLDER ADULTS AND TO PROMOTE THEIR PARTICIPATION IN ALL ASPECTS OF COMMUNITY LIFE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,094,364

Program Service Revenue $134,964

Investment Income $21,499

Other Revenue $112

TOTAL REVENUE $1,250,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $765,672

Fundraising Expenses $50

Program Expenses $1,271,652

Other Expenses $545,225

TOTAL EXPENSES $1,310,897

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,250,939	$1,338,159	-0.1%
Expenses	$1,310,897	$1,267,283	+0.0%
Net Income	$-59,958	$70,876	-1.8%

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
JEFF CULPEPPER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNA DEWITT	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY JOSEPH	TREASURER	1.00	Officer Director	$0	$0	$0
DON TOLLIVER JR	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDY MOORE	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT NEWLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
DIMAS REYES	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON SMITH	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JOY SWAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN TENNEY	BOARD MEMBER	1.00	Director	$0	$0	$0
LESLIE WILLARD	SECRETARY	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,250,939	$1,310,897	$930,196	$-59,958
2022	$1,338,159	$1,267,283	$983,118	$70,876
2021	$1,337,866	$1,158,446	$985,779	$179,420
2020	$1,103,300	$1,175,651	$930,647	$-72,351
2019	$1,580,422	$1,048,972	$854,993	$531,450
2018	$1,024,876	$1,069,180	$319,423	$-44,304