KOOTENAI SENIOR CITIZENS INC

🔒

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

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

Program Service Accomplishments

Program 1

Expenses: $169,630 Revenue: $54,637

THE SENIOR CENTER PREPARES AND SERVES CONGREGATE MEALS AT THE CENTER AS WELL AS DELIVERING MEALS TO ELIGIBLE HOMEBOUND CLIENTS. DUE TO THE LIMITATIONS ON CONGREGATE SETTINGS CAUSED BY THE COVID...

THE SENIOR CENTER PREPARES AND SERVES CONGREGATE MEALS AT THE CENTER AS WELL AS DELIVERING MEALS TO ELIGIBLE HOMEBOUND CLIENTS. DUE TO THE LIMITATIONS ON CONGREGATE SETTINGS CAUSED BY THE COVID PANDEMIC, A TEMPORARY CURBSIDE PICKUP OPTION HAS BEEN MADE AVAILABLE DURING THE PAST TWO FISCAL YEARS. A TOTAL OF 11,988 MEALS WERE PREPARED AND PROVIDED TO 170 SENIORS. THE SENIOR CENTER'S IN-PERSON SERVICE, HAVING BEEN SIGNIFICANTLY IMPACTED BY THE COVID PANDEMIC, REOPENED DURING THIS FISCAL YEAR.

Program 2

Expenses: $41,498 Revenue: $23,533

PROVIDED LOW COST APARTMENTS TO QUALIFIED SENIORS.

🔒

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 (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

🔒

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

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