TREA Senior Citizens League (EIN 841295705) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

John I Adams

Phone

8003338725

Tax Period

2025-01-01 to 2025-12-31

TREA SENIOR CITIZENS LEAGUE, founded in 1994, is a community nonprofit in the Human Services sector that reported $4.6M in total revenue in fiscal year 2018. Revenue fell 39% from the prior year — a significant decline worth monitoring.

Mission

See Part III, line 1.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $3,262,863

Program Service Revenue $0

Investment Income $15,087

Other Revenue $69,973

TOTAL REVENUE $3,347,923

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $337,444

Fundraising Expenses $643,986

Program Expenses $2,083,691

Other Expenses $2,859,079

TOTAL EXPENSES $3,199,023

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,347,923	$3,138,975	+0.1%
Expenses	$3,199,023	$2,707,027	+0.2%
Net Income	$148,900	$431,948	-0.7%

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

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

$161,835

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Edward Cates	Chairman Jan 1 - Oct 4	10.00	Officer Director	$0	$0	$0
John Adams	Vice Chair Jan 1 - Oct 4/Chairman Oct 4 - Dec	10.00	Officer Director	$0	$0	$0
Daisy Brown	Legislative Liaison	3.00	Officer Director	$0	$0	$0
O Marie Smith	Secretary	3.00	Officer Director	$0	$0	$0
Kyle Carpenter	Treasurer	3.00	Officer Director	$0	$0	$0
Deborah Oelschig	TREA Liaison Jan - Sep	3.00	Officer Director	$0	$0	$0
Justin Jump	TREA Liaison Sep - Dec	3.00	Officer Director	$0	$0	$0
Shannon Benton	Executive Director	40.00	Officer	$154,130	$7,705	$161,835
Georgette Pam	Admin. Director	40.00	Highest	$105,509	$3,491	$109,000

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	$3,347,923	$3,199,023	$1,595,388	$148,900
2024	$3,138,975	$2,707,027	$1,322,128	$431,948
2023	$3,369,817	$2,906,641	$924,901	$463,176
2022	$3,366,884	$3,457,843	$993,965	$-90,959
2021	$3,595,863	$3,899,671	$1,316,211	$-303,808
2020	$4,107,167	$4,061,283	$1,439,938	$45,884
2019	$3,763,254	$3,951,447	$1,139,244	$-188,193
2018	$4,629,256	$4,681,930	$1,116,062	$-52,674

TREA Senior Citizens League