PUTNAM COUNTY SENIOR CITIZEN (EIN 620959415) - 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

Legal Domicile

Principal Officer

JOANNE KIKEL

Phone

9315269318

Tax Period

2024-07-01 to 2025-06-30

PUTNAM COUNTY SENIOR CITIZEN is a small nonprofit in the Human Services sector that reported $254K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $230K left a modest 10% surplus.

Mission

TO PROVIDE A PLACE FOR SENIOR CITIZENS TO MEET, FELLOWSHIP, AND REMAIN ACTIVE WITH PEOPLE OF SIMILAR AGES AND INTERESTS. THIS IS ACCOMPLISHED BY PROVIDING FACILITIES, PROGRAMS, RESOURCES AND ORGANIZED ACTIVITIES TO ENABLE SENIORS TO IMPROVE THEMSELVES, IMPROVE THEIR PHYSICAL AND MENTAL HEALTH AND PROVIDE FOR HEALTHY INTERACTION WITH OTHER 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 $212,864

Program Service Revenue $37,046

Investment Income $2,240

Other Revenue $2,269

TOTAL REVENUE $254,419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $140,530

Fundraising Expenses $1,842

Program Expenses $162,574

Other Expenses $89,358

TOTAL EXPENSES $229,888

Year-over-Year Comparison

	2024	2023	Change
Revenue	$254,419	$280,797	-0.1%
Expenses	$229,888	$228,467	+0.0%
Net Income	$24,531	$52,330	-0.5%

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 BASS	TREASURER	2.00	Officer Director	$0	$0	$0
EDDIE BRIGHT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN HUDSON	SECRETARY	2.00	Officer Director	$0	$0	$0
JOANNE KIKEL	CHAIR	2.00	Officer Director	$0	$0	$0
CAROLYN S MEEK	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLE JOYCE NEUFELD	BOARD MEMBER	1.00	Director	$0	$0	$0
DR CHARLES WOMACK	BOARD MEMBER	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
2025	$254,419	$229,888	$197,493	$24,531
2024	$280,797	$228,467	$172,956	$52,330
2023	$202,607	$208,736	$114,433	$-6,129
2021	$194,884	$175,298	$119,716	$19,586
2020	$169,390	$193,193	$98,340	$-23,803
2019	$175,114	$199,698	$94,896	$-24,584
2018	$183,313	$187,434	$119,786	$-4,121

PUTNAM COUNTY SENIOR CITIZEN