BONITA SENIOR CENTER INC (EIN 844799485) - 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

2021

Legal Domicile

Principal Officer

Kelly Rose

Phone

2393994881

Tax Period

2024-01-01 to 2024-12-31

BONITA SENIOR CENTER INC, founded in 2021, is a small nonprofit in the Human Services sector that reported $218K in total revenue in fiscal year 2024. Revenue surged 93% from the prior year, signaling strong growth momentum. Expenses of $204K left a modest 6% surplus.

Mission

To enrich mind, body, and spirit by way of engagement, resource sharing, education, advocacy, nutrition, and reduce risks for isolation.

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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 (2024)

Revenue Breakdown

Contributions & Grants $218,021

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $218,021

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $203,922

Other Expenses $179,899

TOTAL EXPENSES $203,922

Year-over-Year Comparison

	2024	2023	Change
Revenue	$218,021	$112,850	+0.9%
Expenses	$203,922	$78,054	+1.6%
Net Income	$14,099	$34,796	-0.6%

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

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sheila Morales	Director	20	Director	$12,000	$0	$12,000
Maureen Lorenz	Director	4	Director	$0	$0	$0
Brian Cohen	Director	4	Director	$0	$0	$0
Chris Corrie	Director	4	Director	$0	$0	$0
Scott Fine	Director	4	Director	$0	$0	$0
Wendy Aguilera	Director	4	Director	$0	$0	$0
Michelle Matuszak	Director	4	Director	$0	$0	$0
Katherine McNally	Director	4	Director	$0	$0	$0
Joseph Galllagher	Vice President	2	Officer	$0	$0	$0
Kelly Occhiuzzo	President	5	Officer	$0	$0	$0
Michael Frino	Treasurer	5	Officer	$0	$0	$0
Janet Lomika	Secretary	4	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	$218,021	$203,922	$125,439	$14,099

BONITA SENIOR CENTER INC