Siena Foundation

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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

Principal Officer

Doug Beale

Phone

8152293000

Tax Period

2023-01-01 to 2023-12-31

Siena Foundation, founded in 2018, is a micro nonprofit in the Human Services sector that reported $40K in total revenue in fiscal year 2023. Revenue surged 143% from the prior year, signaling strong growth momentum. The organization ran a surplus of $17K, a strong 44% operating margin.

Mission

THE CORPORATION IS DEDICATED TO SUPPORTING THE RESIDENTS OF SIENA ON BRENDENWOOD, INC., WHICH IS AN INDEPENDENT LIVING COMMUNITY LOCATED IN THE CITY OF ROCKFORD. SIENA ON BRENDENWOOD PROVIDES A RETIREMENT COMMUNITY FOR THOSE 62 AND OVER WHO ARE SEEKING A RELAXED LIFESTYLE WHILE ENJOYING MAINTENANCE FREE LIVING. THE CORPORATION FOCUSES ITS EFFORTS ON PROVIDING EDUCATIONAL AND CHARITABLE PROGRAMS FOR SIENA ON BRENDENWOOD'S RESIDENTS. ADDITIONALLY, THE CORPORATION SHALL PROVIDE GRANTS TO RESIDENTS OF SIENA ON BRENDENWOOD, WHO ARE UNABLE TO CONTINUE TO AFFORD TO LIVE AT SIENA ON BRENDENWOOD.

Program Service Accomplishments

Program 1

Expenses: $20,579

The Corporation focuses its efforts on providing educational and charitable programs for Siena on Brendenwood's residents. Additionally, the Corporation shall provide grants to residents of Siena on...

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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 $25,518

Program Service Revenue $0

Investment Income $14,494

Other Revenue $0

TOTAL REVENUE $40,012

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,579

Other Expenses $22,594

TOTAL EXPENSES $22,594

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,012	$16,477	+1.4%
Expenses	$22,594	$2,674	+7.4%
Net Income	$17,418	$13,803	+0.3%

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

N/A

Employees

N/A

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
SUNIL PURI	DIRECTOR	1.0	Officer	$0	$0	$0
DOUG BEALE	DIRECTOR	1.0	Officer	$0	$0	$0
MARVIN KEYS	DIRECTOR	1.0	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	$40,012	$22,594	$292,998	$17,418
2022	$16,477	$2,674	$275,580	$13,803
2021	$251,898	$1,265	$261,777	$250,633