Sandpoint Area Seniors Inc (EIN 820418894) - 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

1975

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Sandpoint Area Seniors Inc, founded in 1975, is a small nonprofit that reported $573K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $162K, a strong 28% operating margin.

Mission

It shall be the mission of the Sandpoint Area Seniors, Inc. to benefit senior citizens over the age of 50 in Bonner county by promoting nutritional, social, recreational and wellness opportunities.

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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 (2023)

Revenue Breakdown

Contributions & Grants $285,387

Program Service Revenue $287,808

Investment Income $0

Other Revenue $0

TOTAL REVENUE $573,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,792

Fundraising Expenses $8,818

Program Expenses $346,830

Other Expenses $201,700

TOTAL EXPENSES $411,492

Year-over-Year Comparison

	2023	2022	Change
Revenue	$573,195	$485,542	+0.2%
Expenses	$411,492	$438,128	-0.1%
Net Income	$161,703	$47,414	+2.4%

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

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	Role	Reportable Comp	Other Comp	Total
Sue Poppino	Director	Director	$0	$0	$0
Adele Martin	Director	Director	$0	$0	$0
Matthew Phillips	Director	Director	$0	$0	$0
Michael Loris	President	Officer	$0	$0	$0
Kellie Dryden	Treasurer	Officer	$0	$0	$0
Judy McComish	Secretary	Officer	$0	$0	$0
Weslie Kary	Vice President	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
2024	No data	No data	No data	No data
2023	$573,195	$411,492	$769,342	$161,703
2022	$485,542	$438,128	$607,914	$47,414
2021	$494,393	$382,751	$559,764	$111,642
2020	$542,957	$392,491	$450,166	$150,466
2019	$407,470	$387,004	$248,430	$20,466
2018	$368,562	$368,317	$229,305	$245

Sandpoint Area Seniors Inc