SEQUEL INC (EIN 854297434) - 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

2020

Legal Domicile

Principal Officer

KATHY MILLER

Phone

6057214383

Tax Period

2024-01-01 to 2024-12-31

SEQUEL INC, founded in 2020, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2021. The organization ran a surplus of $1.2M, a strong 99% operating margin.

Mission

EMPOWERING ELDERS IN THEIR NEXT CHAPTER OF LIFE THROUGH SUPPORTIVE SERVICES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,470

Program Service Revenue $456

Investment Income $49,090

Other Revenue $13,048

TOTAL REVENUE $71,064

Expense Breakdown

Grants Paid $5,391

Salaries & Benefits $98,953

Fundraising Expenses $15,043

Program Expenses $43,933

Other Expenses $37,314

TOTAL EXPENSES $141,658

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,064	$102,660	-0.3%
Expenses	$141,658	$216,765	-0.3%
Net Income	$-70,594	$-114,105	-0.4%

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

$92,712

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAGGIE DRAKE	EXECUTIVE DI	40.00	Officer	$70,063	$10,778	$80,841
KERRY LASSAUX	ED (THRU 03/	40.00	Officer	$11,525	$346	$11,871
RENEE SALES	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNY SCHMIDT	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KATHY MILLER	SEC/TREASURE	3.00	Officer Director	$0	$0	$0
KELLI BACK	DIRECTOR	1.00	Director	$0	$0	$0
JANA SMOOT-WHITE	DIRECTOR	1.00	Director	$0	$0	$0
NITA DUNHAM	DIRECTOR	1.00	Director	$0	$0	$0
JUSTINE JENSHUS	DIRECTOR	1.00	Director	$0	$0	$0
DR LAURA HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
MISTY WINTER	DIRECTOR	1.00	Director	$0	$0	$0
CAMERON DUCHENEAUX	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	$71,064	$141,658	$1,066,809	$-70,594
2023	$102,660	$216,765	$1,069,238	$-114,105
2022	$94,268	$55,192	$1,120,269	$39,076
2021	$1,207,830	$6,862	$1,193,968	$1,200,968

SEQUEL INC