SHELBY COUNTY SENIOR CITIZENS CORP (EIN 752017068) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

ANNA STUEVER

Phone

9365984655

Tax Period

2023-07-01 to 2024-06-30

SHELBY COUNTY SENIOR CITIZENS CORP, founded in 1980, is a small nonprofit in the Housing & Shelter sector that reported $257K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $223K left a modest 13% surplus.

Mission

THIS ORGANIZATION WAS FORMED TO OWN AND OPERATE A SENIOR AFFORDABLE HOUSING PROPERTY SUBSIDIZED BY USDA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $66,149

Program Service Revenue $186,841

Investment Income $1,035

Other Revenue $3,170

TOTAL REVENUE $257,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,140

Fundraising Expenses $0

Program Expenses $67,530

Other Expenses $167,939

TOTAL EXPENSES $223,079

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,195	$238,048	+0.1%
Expenses	$223,079	$226,229	0.0%
Net Income	$34,116	$11,819	+1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$32,160

Total Directors

$32,160

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA STUEVER	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN O'REAR	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KRISTI STONE	SECRETARY/TR	30.00	Officer Director	$32,160	$0	$32,160
JASON LOCKE	DIRECTOR	1.00	Director	$0	$0	$0
PAIGE HAIRGROVE	DIRECTOR	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	No data	No data	No data	No data
2024	$257,195	$223,079	$550,366	$34,116
2023	$238,048	$226,229	$542,637	$11,819
2022	$254,487	$230,185	$556,681	$24,302
2021	$243,027	$212,896	$556,227	$30,131
2020	$241,528	$229,719	$547,554	$11,809
2019	$241,535	$207,459	$557,518	$34,076

SHELBY COUNTY SENIOR CITIZENS CORP