Spirit Lake Senior Citizens (EIN 820349332) - 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

1978

Legal Domicile

Principal Officer

RON BIDWELL

Phone

2086236125

Tax Period

2022-01-01 to 2022-12-31

Spirit Lake Senior Citizens, founded in 1978, is a small nonprofit that reported $241K in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $277K exceeded revenue, resulting in a 15% operating deficit.

Mission

PROVISION OF NUTRITION SERVICES AND HOUSING TO SENIOR CITIZENS

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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 $28,619

Program Service Revenue $209,358

Investment Income $3,413

Other Revenue $0

TOTAL REVENUE $241,390

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,882

Fundraising Expenses $1,503

Program Expenses $275,506

Other Expenses $167,816

TOTAL EXPENSES $277,009

Year-over-Year Comparison

	2022	2021	Change
Revenue	$241,390	$221,193	+0.1%
Expenses	$277,009	$224,675	+0.2%
Net Income	$-35,619	$-3,482	+9.2%

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

197

Independent Members

197

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
Mona Stafford	President	30.00	Officer	$0	$0	$0
Marilyn Bidwell	Vice President & Treasurer	45.00	Officer	$0	$0	$0
Leatha Traphagan	Secretary	5.00		$0	$0	$0
Donald Nawrock	Director	5.00	Officer	$0	$0	$0
Clarence Nanney	Director	5.00	Officer	$0	$0	$0
Maria Gorgas	Director	1.00	Officer	$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	$241,390	$277,009	$224,316	$-35,619
2021	$221,193	$224,675	$264,613	$-3,482
2020	$213,003	$213,907	$264,302	$-904

Spirit Lake Senior Citizens