POLSON SENIOR CITIZENS INC (EIN 816033074) - 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

1973

Legal Domicile

Principal Officer

DAVE SHERICK

Phone

4068834735

Tax Period

2024-09-01 to 2025-08-31

POLSON SENIOR CITIZENS INC, founded in 1973, is a small nonprofit that reported $326K in total revenue in fiscal year 2024. Expenses of $313K left a modest 4% surplus.

Mission

PROVIDING NUTRITIONAL AND TRANSPORTATION SERVICE TO SENIOR CITIZENS

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $28,775

Program Service Revenue $279,977

Investment Income $2,185

Other Revenue $14,975

TOTAL REVENUE $325,912

Expense Breakdown

Grants Paid $0

Salaries & Benefits $152,939

Fundraising Expenses $0

Program Expenses $312,892

Other Expenses $159,953

TOTAL EXPENSES $312,892

Year-over-Year Comparison

	2024	2023	Change
Revenue	$325,912	$305,204	+0.1%
Expenses	$312,892	$273,524	+0.1%
Net Income	$13,020	$31,680	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE SHERICK	PRESIDENT	1.00	Officer Director	$0	$0	$0
KAYE STAM	SECRETARY TREASURER	10.00	Officer Director	$0	$0	$0
DOUG MORIGEAU	DIRECTOR	1.00	Director	$0	$0	$0
KEN DOPPLER	DIRECTOR	1.00	Director	$0	$0	$0
ROYALEE BISHOP	DIRECTOR	1.00	Director	$0	$0	$0
PETE MANGELS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL LAISY	DIRECTOR	1.00	Director	$0	$0	$0
ROSE MARIE MANDRYK	DIRECTOR	1.00	Director	$0	$0	$0
ALICE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
CLARA SIPE	PAST PRESIDENT	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	$325,912	$312,892	$196,764	$13,020
2024	$305,204	$273,524	$183,744	$31,680
2023	$225,259	$260,837	$152,064	$-35,578
2022	$200,450	$203,216	$187,642	$-2,766
2021	$229,472	$156,573	$190,409	$72,899

POLSON SENIOR CITIZENS INC