Belgrade Senior Center (EIN 810359839) - 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

Bonnie Campbell

Phone

4063884711

Tax Period

2021-07-01 to 2022-06-30

Belgrade Senior Center is a small nonprofit that reported $206K in total revenue in fiscal year 2021. Revenue decreased 7% compared to the prior year. Expenses of $235K exceeded revenue, resulting in a 14% operating deficit.

Mission

The Mission of The Belgrade Senior Center is to promote friendship and provide nutritional, social, recreational, educational, health and fitness, and information services for individuals age 50 and older in the Belgrade and surrounding Gallatin County Areas of Montana.

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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 (2021)

Revenue Breakdown

Contributions & Grants $93,244

Program Service Revenue $107,465

Investment Income $1,970

Other Revenue $3,151

TOTAL REVENUE $205,830

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,014

Fundraising Expenses $9,117

Program Expenses $198,547

Other Expenses $123,547

TOTAL EXPENSES $234,561

Year-over-Year Comparison

	2021	2020	Change
Revenue	$205,830	$221,621	-0.1%
Expenses	$234,561	$166,974	+0.4%
Net Income	$-28,731	$54,647	-1.5%

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

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
Bonnie Campbell	President	10.00	Officer Director	$0	$0	$0
Trish Wylie	Vice President	10.00	Officer Director	$0	$0	$0
Lola Dunmire	Treasurer	10.00	Officer Director	$0	$0	$0
Debi Kamp	Secretary	10.00	Director	$0	$0	$0
Scott Pray	Board Member	10.00	Director	$0	$0	$0
Bob Nelson	Board Member	10.00	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
2022	$205,830	$234,561	$163,059	$-28,731
2021	$221,621	$166,974	$191,763	$54,647
2020	$202,861	$191,993	$138,848	$10,868

Belgrade Senior Center