The Senior Agenda Coalition of Rhode Island Inc (EIN 743261256) - 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

2008

Legal Domicile

Principal Officer

Carol Anne Costa

Phone

4014518158

Tax Period

2024-01-01 to 2024-12-31

The Senior Agenda Coalition of Rhode Island Inc, founded in 2008, is a small nonprofit in the Human Services sector that reported $298K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $124K, a strong 42% operating margin.

Mission

To advocate, and provide support to RI's older adults and adults with disabilities with areas of focus on, healthcare, housing, economic security and age friendly policy.

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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 $246,680

Program Service Revenue $47,066

Investment Income $2,951

Other Revenue $1,599

TOTAL REVENUE $298,296

Expense Breakdown

Grants Paid $48,000

Salaries & Benefits $63,298

Fundraising Expenses $12,951

Program Expenses $127,939

Other Expenses $62,667

TOTAL EXPENSES $173,965

Year-over-Year Comparison

	2024	2023	Change
Revenue	$298,296	$210,368	+0.4%
Expenses	$173,965	$157,760	+0.1%
Net Income	$124,331	$52,608	+1.4%

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

$32,308

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rose Andriole	Secretary	1.00	Director	$0	$0	$0
Susan Saccoccia Olson	Director	1.00	Director	$0	$0	$0
Jeanne Gattegno	Director	1.00	Officer Director	$0	$0	$0
Linda A'Vant-Deishinni	Director	1.00	Director	$0	$0	$0
Michael Cassidy	Vice-Chair	1.00	Director	$0	$0	$0
Diane Santos	Director	1.00	Officer Director	$0	$0	$0
Vincent Marzullo	Director	1.00	Director	$0	$0	$0
Kathleen McKeon	Board- Chair	1.00	Officer Director	$0	$0	$0
Guia Sanchez	Director	1.00	Director	$0	$0	$0
Kamila Barzykowski	Treasurer	1.00	Director	$0	$0	$0
Charlene F Traynum	Director	1.00	Director	$0	$0	$0
Terry Fogerty	Director	1.00	Director	$0	$0	$0
Carol Ann Costa	Executive Director	40.00	Officer	$32,308	$0	$32,308

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	$298,296	$173,965	$340,148	$124,331
2023	$210,368	$157,760	$215,474	$52,608
2022	$201,217	$164,515	$162,866	$36,702

The Senior Agenda Coalition of Rhode Island Inc