MONROE SENIOR AND COMMUNITY CENTER (EIN 883559723) - 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

2022

Legal Domicile

Principal Officer

NATALIE PENDROY

Phone

5159674264

Tax Period

2023-07-01 to 2024-06-30

MONROE SENIOR AND COMMUNITY CENTER, founded in 2022, is a small nonprofit in the Human Services sector that reported $168K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $109K, a strong 65% operating margin.

Mission

TO PROVIDE SERVICES AND PROGRAMS FOR RESIDENTS OF MONROE, IOWA AREA THAT PROMOTE THEIR WELLBEING, SUPPORT THEIR INDEPENDENCE AND ENCOURAGE THEIR INVOLVEMENT IN COMMUNITY 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 (2023)

Revenue Breakdown

Contributions & Grants $144,825

Program Service Revenue $0

Investment Income $0

Other Revenue $23,530

TOTAL REVENUE $168,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,241

Other Expenses $59,306

TOTAL EXPENSES $59,306

Year-over-Year Comparison

	2023	2022	Change
Revenue	$168,355	$349,157	-0.5%
Expenses	$59,306	$11,102	+4.3%
Net Income	$109,049	$338,055	-0.7%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATALIE PENDROY	PRESIDENT	10.00	Director	$0	$0	$0
LINDA ROORDA	SECRETARY	10.00	Director	$0	$0	$0
ANDY ALGREEN	TREASURER	3.00	Director	$0	$0	$0
MIKE JOHNSON	PROJECT/PHYSICAL PLANT MANAGER	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
2025	No data	No data	No data	No data
2024	$168,355	$59,306	$447,104	$109,049
2023	$349,157	$11,102	$418,055	$338,055

MONROE SENIOR AND COMMUNITY CENTER