SAGA INC (EIN 822283697) - 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

2018

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

SAGA INC, founded in 2018, is a micro nonprofit in the Education sector that reported $6K in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $5K left a modest 14% surplus.

Mission

PROVIDING GUARDIANSHIP SERVICES TO DISADVANTAGED ADULTS AND ELDERLY PERSONS WHO HAVE NO ONE WILLING OR ABLE TO DO SO ON THEIR BEHALF THOUGHOUT THE STATE OF INDIANA.

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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 $718

Program Service Revenue $5,190

Investment Income $0

Other Revenue $38

TOTAL REVENUE $5,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,117

Other Expenses $5,117

TOTAL EXPENSES $5,117

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,946	$9,690	-0.4%
Expenses	$5,117	$17,749	-0.7%
Net Income	$829	$-8,059	-1.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALISA RUDE	DIRECTOR	1.00	Director	$0	$0	$0
ED VAN WILK	CHAIRMAN	1.00	Director	$0	$0	$0
PAMELA MOLTER	DIRECTOR	1.00	Director	$0	$0	$0
DIANNA L ROBINSON	EXECUTIVE DIRECTOR	1.00	Director	$0	$0	$0
MORGAN LANGE	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
2023	$5,946	$5,117	$2,441	$829
2022	$9,690	$17,749	$1,612	$-8,059
2021	$80,264	$79,673	$9,671	$591
2020	$138,881	$164,880	$9,080	$-25,999

SAGA INC