Phelps Connections for Seniors Inc (EIN 842697319) - 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

Formation Year

2019

Legal Domicile

Principal Officer

Gregory Stratman

Phone

5737336808

Tax Period

2024-07-01 to 2025-06-30

Phelps Connections for Seniors Inc, founded in 2019, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $199K in total revenue in fiscal year 2024. Revenue fell 73% from the prior year — a significant decline worth monitoring. Expenses of $265K exceeded revenue, resulting in a 33% operating deficit.

Mission

To operate an organization that facilitates and provides services to eligible senior citizens of Phelps County: daily meals, delivered box meals, educational seminars/webinars, fitness and social activities/events. Provides facilities for the operation of Rolla Nutrition Site.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $72,748

Program Service Revenue $116,374

Investment Income $4,968

Other Revenue $4,985

TOTAL REVENUE $199,075

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,178

Fundraising Expenses $0

Program Expenses $265,393

Other Expenses $152,215

TOTAL EXPENSES $265,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,075	$743,526	-0.7%
Expenses	$265,393	$90,241	+1.9%
Net Income	$-66,318	$653,285	-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

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
Jane Haskell	Member	5.00	Director	$0	$0	$0
Lee Flowers	Member	6.00	Director	$0	$0	$0
Mary Ellen Marshall	Member	5.00	Director	$0	$0	$0
Maria Bancroft	Member	5.00	Director	$0	$0	$0
Gregory Stratman	President	6.00	Officer	$0	$0	$0
Nick Preston	Vice President	5.00	Officer	$0	$0	$0
Lisa Kean	Secretary	6.00	Officer	$0	$0	$0
Carol Green	Treasurer	6.00	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	$199,075	$265,393	$1,593,902	$-66,318
2024	$743,526	$90,241	$1,664,739	$653,285
2023	$492,691	$22,961	$1,010,494	$469,730
2022	$516,505	$11,974	$540,764	$504,531

Phelps Connections for Seniors Inc