POWELL SENIOR CITIZENS AGO-GO (EIN 830216578) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

LINDA SMITH

Phone

3077544223

Tax Period

2023-10-01 to 2024-09-30

POWELL SENIOR CITIZENS AGO-GO is a small nonprofit in the Human Services sector that reported $962K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $175K, a strong 18% operating margin.

Mission

PROVIDE IN HOME DELIVERED MEALS, CONGREGATE MEALS, TRANSPORTATION, NUTRITIONAL, AND HEALTH EDUCATION, PREVENTATIVE MEDICINE, ENTERTAINMENT TO ALL SENIORS WHO DESIRE TO PARTICIPATE TO ALLOW THEM AN INDEPENDENT AND ACTIVE LIFESTYLE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $823,530

Program Service Revenue $130,974

Investment Income $7,568

Other Revenue $0

TOTAL REVENUE $962,072

Expense Breakdown

Grants Paid $0

Salaries & Benefits $450,854

Fundraising Expenses $0

Program Expenses $692,801

Other Expenses $336,193

TOTAL EXPENSES $787,047

Year-over-Year Comparison

	2023	2022	Change
Revenue	$962,072	$817,313	+0.2%
Expenses	$787,047	$733,389	+0.1%
Net Income	$175,025	$83,924	+1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
STAN LUNDBERG	DIRECTOR	N/A	Director	$0	$0	$0
STEPHEN MARTIN	TREASURER	N/A	Director	$0	$0	$0
BEN BORCHER	DIRECTOR	N/A	Officer	$0	$0	$0
MELISSA CLARK	DIRECTOR	N/A	Officer	$0	$0	$0
LINDA GRAFF	SECRETARY	N/A	Officer	$0	$0	$0
DICK KAHL	DIRECTOR	N/A	Officer	$0	$0	$0
LINDA SMITH	PRESIDENT	N/A	Officer	$0	$0	$0
WES VINING	DIRECTOR	N/A	Officer	$0	$0	$0
JIM WYSOCKI	VICE PRESIDE	N/A	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
2025	No data	No data	No data	No data
2024	$962,072	$787,047	$950,916	$175,025
2023	$817,313	$733,389	$775,891	$83,924
2022	$705,098	$696,538	$691,968	$8,560
2021	$721,746	$638,696	$683,408	$83,050
2020	$636,127	$618,676	$638,358	$17,451

POWELL SENIOR CITIZENS AGO-GO