SENIOR CITIZENS OF PATAGONIA INC

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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

1989

Legal Domicile

Phone

5203942494

Tax Period

2024-01-01 to 2024-12-31

SENIOR CITIZENS OF PATAGONIA INC, founded in 1989, is a small nonprofit in the Human Services sector that reported $157K in total revenue in fiscal year 2024.

Mission

TO PROVIDE TRANSPORTATION TO SENIORS AND HANDICAPPED CITIZENS, WHO CANNOT TRANSPORT THEMSELVES, TO MEDICAL APPOINTMENTS AND GROCERY SHOPPING. TO PROVIDE MEALS FOR SENIOR CITIZENS. PROGRAM BENEFITS 198 INDIVIDUALS.

Program Service Accomplishments

Program 1

Expenses: $144,553 Revenue: $36,924

THE ORGANIZATION HAS THREE HANDICAPPED VANS, THEY TRANSPORT THE ELDERLY AND HANDICAPPED TO DOCTOR'S APPOINTMENTS AND SHOPPING. THE ORGANIZATION ALSO HOSTS A SENIOR LUNCH PROGRAM WITH LUNCHES SERVED (5) DAYS PER WEEK. THE SENIOR CENTER IS MADE AVAILABLE TO ALL COMMUNITY MEMBERS FOR USE AS A MEETING OR FUNCTION LOCATION.

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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 $151,566

Program Service Revenue $0

Investment Income $5,489

Other Revenue $0

TOTAL REVENUE $157,055

Expense Breakdown

Grants Paid $25

Salaries & Benefits $71,917

Fundraising Expenses $0

Program Expenses $144,553

Other Expenses $94,207

TOTAL EXPENSES $166,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$157,055	N/A	N/A
Expenses	$166,149	N/A	N/A
Net Income	$-9,094	N/A	N/A

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

N/A

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
HELEN CHESTER	President	5.00	Director	$0	$0	$0
RAYMOND KLEIN	Director	4.00	Director	$0	$0	$0
JUAN URIAS	Director	2.00	Director	$0	$0	$0
CHARLES R KELLY	Treasurer	20.00	Director	$0	$0	$0
PATRICIA KELLY	Director	15.00	Director	$0	$0	$0
PHILIP BRISTER	Director	6.00	Director	$0	$0	$0
JON LARSON	Vice President	12.00	Director	$0	$0	$0
MARGRET DEVRIES	Director	2.00	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	$157,055	$166,149	$289,207	$-9,094
2021	$209,487	$133,246	$294,297	$76,241