KOOTENAI SENIOR CITIZENS INC (EIN 810372088) - 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

1977

Legal Domicile

Principal Officer

BONNIE LARSON

Phone

4062954140

Tax Period

2022-07-01 to 2023-06-30

KOOTENAI SENIOR CITIZENS INC, founded in 1977, is a small nonprofit that reported $202K in total revenue in fiscal year 2022. Revenue grew 16% year-over-year, indicating healthy expansion. Net assets of $677K represent 40 months of operating reserves.

Mission

TO SERVE THE SENIOR CITIZENS IN THE TROY, MONTANA, AREA

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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 $124,157

Program Service Revenue $78,170

Investment Income $114

Other Revenue $0

TOTAL REVENUE $202,441

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,823

Fundraising Expenses $0

Program Expenses $211,128

Other Expenses $156,641

TOTAL EXPENSES $218,464

Year-over-Year Comparison

	2022	2021	Change
Revenue	$202,441	$175,251	+0.2%
Expenses	$218,464	$191,162	+0.1%
Net Income	$-16,023	$-15,911	+0.0%

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

$3,750

Total Directors

$3,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE LARSON	PRESIDENT	4.00	Officer Director	$0	$0	$0
GEORGE GRACZIK	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CRAIG CARTON	SECRETARY	2.00	Officer Director	$0	$0	$0
NANCY T HIGGINS	TREASURER	6.00	Officer Director	$3,750	$0	$3,750
DENISE WHEDON	BOARD MEMBER	2.00	Director	$0	$0	$0
DIANE COTCHER	BOARD MEMBER	2.00	Director	$0	$0	$0
ERNIE ANDERSON	BOARD MEMBER	2.00	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	No data	No data	No data	No data
2023	$202,441	$218,464	$677,913	$-16,023
2022	$175,251	$191,162	$693,938	$-15,911
2021	$182,481	$183,274	$710,149	$-793
2020	$175,467	$197,747	$711,181	$-22,280
2019	$175,617	$190,758	$733,099	$-15,141
2018	$187,791	$192,460	$748,096	$-4,669

KOOTENAI SENIOR CITIZENS INC