SUGAR RIVER SENIOR CENTER (EIN 845003378) - 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

ANGELA MARKHARDT

Phone

6084246007

Tax Period

2024-01-01 to 2024-12-31

SUGAR RIVER SENIOR CENTER, founded in 2021, is a small nonprofit that reported $392K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $353K left a modest 10% surplus.

Mission

ASSIST OLDER ADULTS TO REMAIN ACTIVE IN THEIR COMMUNITY, INDEPENDENT IN THEIR OWN HOMES, AND ENHANCE THEIR QUALITY OF LIFE.

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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 $330,678

Program Service Revenue $40,482

Investment Income $519

Other Revenue $20,436

TOTAL REVENUE $392,115

Expense Breakdown

Grants Paid $0

Salaries & Benefits $217,985

Fundraising Expenses $0

Program Expenses $243,433

Other Expenses $134,537

TOTAL EXPENSES $352,522

Year-over-Year Comparison

	2024	2023	Change
Revenue	$392,115	$348,494	+0.1%
Expenses	$352,522	$346,749	+0.0%
Net Income	$39,593	$1,745	+21.7%

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

134

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

$64,786

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY FRANCOIS	MEMBER	1.00	Officer Director	$0	$0	$0
ANN SAYLES	SECRETARY	2.00	Officer Director	$0	$0	$0
BRUCE KIESLING	MEMBER	0.75	Director	$0	$0	$0
KENT BRAUER	VICE PRESIDENT	0.75	Director	$0	$0	$0
KAREN STREMIKIS	PRESIDENT	0.75	Director	$0	$0	$0
DEBRA KAZMAR	MEMBER	0.75	Director	$0	$0	$0
ROBERT HOFFMAN	MEMBER	0.75	Director	$0	$0	$0
CORY BROWN	MEMBER	0.75	Director	$0	$0	$0
MAXINE WARD	MEMBER	0.75	Director	$0	$0	$0
ANGELA MARKHARDT	TREASURER/DIRECTOR	40.00	Officer	$64,786	$0	$64,786

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	$392,115	$352,522	$83,117	$39,593
2023	$348,494	$346,749	$43,524	$1,745
2022	$201,944	$309,301	$41,779	$-107,357

SUGAR RIVER SENIOR CENTER