PINETOP LAKESIDE SENIOR CITIZENS (EIN 860522291) - 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

1984

Legal Domicile

Tax Period

2021-07-01 to 2022-06-30

PINETOP LAKESIDE SENIOR CITIZENS, founded in 1984, is a small nonprofit that reported $216K in total revenue in fiscal year 2021. Revenue surged 63% from the prior year, signaling strong growth momentum. Expenses of $184K left a modest 15% surplus.

Mission

Provide for the social and nutritional needs of the citizens of the Pinetop-Lakeside area in a friendly and accessible environment that includes informative healthy and recreational activities.

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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 (2021)

Revenue Breakdown

Contributions & Grants $171,056

Program Service Revenue $21,819

Investment Income $6

Other Revenue $23,122

TOTAL REVENUE $216,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $97,195

Fundraising Expenses $0

Program Expenses $101,337

Other Expenses $87,015

TOTAL EXPENSES $184,210

Year-over-Year Comparison

	2021	2020	Change
Revenue	$216,003	$132,755	+0.6%
Expenses	$184,210	$134,093	+0.4%
Net Income	$31,793	$-1,338	-24.8%

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

Total Directors

Key Employees

$54,629

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bill Schlaufman	Treasurer	5.00	Director	$0	$0	$0
Mel Perry	President of Board	10.00	Director	$0	$0	$0
George Falk	Vice President of Board	5.00	Director	$0	$0	$0
Katie Warhus	Secretary	5.00	Director	$0	$0	$0
Karina Trumbull	Board Member	5.00	Director	$0	$0	$0
Virginia Hayhurst	Sergeant at Arms	5.00	Director	$0	$0	$0
Lynda Klingler	Trustee	1.00		$0	$0	$0
Roger Balzer	Trustee	1.00		$0	$0	$0
Megan Campbell	Manager	40.00	Key Emp	$54,629	$0	$54,629

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
2022	$216,003	$184,210	$110,027	$31,793
2021	$132,755	$134,011	$80,083	$-1,256

PINETOP LAKESIDE SENIOR CITIZENS