STAN FRIESEN SENIOR TRIP INC (EIN 820669189) - 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

2017

Legal Domicile

Principal Officer

BRIAN REIMERS

Phone

5152900508

Tax Period

2024-07-01 to 2025-06-30

STAN FRIESEN SENIOR TRIP INC, founded in 2017, is a small nonprofit in the Education sector that reported $210K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $188K left a modest 10% surplus.

Mission

THE MISSION OF STAN FRIESEN SENIOR TRIP INC IS TO PROVIDE EXPERIENCES TO CREATE AN APPRECIATION FOR AMERICAN HISTORY, VALUE, CULTURE, AND WHAT IT MEANS TO BE A CITIZEN OF THE UNITED STATES OF AMERICA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $79,689

Program Service Revenue $104,230

Investment Income $66

Other Revenue $25,610

TOTAL REVENUE $209,595

Expense Breakdown

Grants Paid $0

Salaries & Benefits $411

Fundraising Expenses $812

Program Expenses $186,664

Other Expenses $187,232

TOTAL EXPENSES $187,643

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,595	$170,838	+0.2%
Expenses	$187,643	$166,316	+0.1%
Net Income	$21,952	$4,522	+3.9%

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

190

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

$5,371

Total Directors

$5,371

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKIE ANDERSON	SECRETARY	3.00	Officer Director	$5,371	$0	$5,371
TERRI BOHR	DIRECTOR	2.00	Officer Director	$0	$0	$0
ANGIE KRUSE	DIRECTOR	1.00	Director	$0	$0	$0
JEAN MALLICOAT	TREASURER	1.00	Officer Director	$0	$0	$0
MEREDITH NEREM	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN REIMERS	PRESIDENT	5.00	Officer Director	$0	$0	$0
KRIS VANPELT	DIRECTOR	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	$209,595	$187,643	$183,704	$21,952

STAN FRIESEN SENIOR TRIP INC