Friends of the Longmont Senior Center (EIN 840860782) - 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

1981

Legal Domicile

Principal Officer

Brenda Hotchkiss

Phone

3036518411

Tax Period

2023-01-01 to 2023-12-31

Friends of the Longmont Senior Center, founded in 1981, is a small nonprofit in the Human Services sector that reported $408K in total revenue in fiscal year 2023. Revenue surged 205% from the prior year, signaling strong growth momentum. The organization ran a surplus of $246K, a strong 60% operating margin.

Mission

To support, foster interest in and promote the programs, activities and capabilities of the Longmont Senior Center for older adults.

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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 $318,605

Program Service Revenue $0

Investment Income $89,341

Other Revenue $0

TOTAL REVENUE $407,946

Expense Breakdown

Grants Paid $111,260

Salaries & Benefits $0

Fundraising Expenses $1,239

Program Expenses $133,985

Other Expenses $50,347

TOTAL EXPENSES $161,607

Year-over-Year Comparison

	2023	2022	Change
Revenue	$407,946	$133,790	+2.0%
Expenses	$161,607	$134,348	+0.2%
Net Income	$246,339	$-558	-442.5%

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

N/A

Volunteers

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
Chuck Beehler	Vice President	1.00	Director	$0	$0	$0
Julie Burrows Loza	Director	1.00	Director	$0	$0	$0
Ruth Rosenblum	Director	1.00	Director	$0	$0	$0
Michelle Cregut	Treasurer	2.00	Officer Director	$0	$0	$0
Amy Hunter	Secretary	2.00	Officer Director	$0	$0	$0
Theresa Schulte	Director	1.00	Director	$0	$0	$0
Ray Ramirez	Director	1.00	Director	$0	$0	$0
Laura Ambler	Director	1.00	Director	$0	$0	$0
Brenda Hotchkiss	Director	1.00	Director	$0	$0	$0
Ruth Waukau	Director	2.00	Officer Director	$0	$0	$0
Linda Fetterman	President	2.00	Officer Director	$0	$0	$0
Roger Jurgens	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
2024	No data	No data	No data	No data
2023	$407,946	$161,607	$2,564,773	$246,339
2022	$133,790	$134,348	$2,134,212	$-558
2021	$161,524	$123,490	$2,529,581	$38,034
2020	$50,494	$105,670	$2,321,694	$-55,176
2019	$154,977	$122,984	$2,150,489	$31,993
2018	$193,960	$194,655	$1,905,881	$-695

Friends of the Longmont Senior Center