SENIOR FRIENDS ENDOWMENT FUND INC

EIN: 813955415 501(c)(3) Human Services

HARTFORD, WI

Total Revenue
$240,610
Total Expenses
$74,614
Total Assets
$1,979,513
Net Assets
$1,979,513
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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
2017
Legal Domicile
WI
Principal Officer
BARB BRONSON
Tax Period
2023-01-01 to 2023-12-31

SENIOR FRIENDS ENDOWMENT FUND INC, founded in 2017, is a small nonprofit in the Human Services sector that reported $241K in total revenue in fiscal year 2023. Revenue surged 174% from the prior year, signaling strong growth momentum. The organization ran a surplus of $166K, a strong 69% operating margin.

Mission

TO SUPPORT THE ACTIVITIES OF SENIOR FRIENDS INC.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,500
Program Service Revenue $0
Investment Income $70,149
Other Revenue $168,961
TOTAL REVENUE $240,610

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $74,325
Other Expenses $74,614
TOTAL EXPENSES $74,614

Year-over-Year Comparison

2023 2022 Change
Revenue $240,610 $87,839 +1.7%
Expenses $74,614 $553,896 -0.9%
Net Income $165,996 $-466,057 -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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
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
2
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN FELMING SECRETARY 5.00
Director
$0 $0 $0
BARB BRONSON PRESIDENT 2.00
Officer Director
$0 $0 $0
KEN SCHULTZ TREASURER 4.00
Officer 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
2023 $240,610 $74,614 $1,979,513 $165,996
2022 $87,839 $553,896 $1,813,521 $-466,057
2021 $270,262 $72,822 $2,279,578 $197,440
2020 $269,238 $105,624 $2,082,138 $163,614
2019 $269,035 $101,659 $1,918,524 $167,376
2018 $1,108 $14,140 $1,751,152 $-13,032
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