UPPER SUSITNA SENIORS INC (EIN 920108548) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Kevin O'Connor

Phone

9077332626

Tax Period

2023-01-01 to 2023-12-31

UPPER SUSITNA SENIORS INC, founded in 1994, is a small nonprofit that reported $529K in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $178K, a strong 34% operating margin.

Mission

To promote the health and well-being of senior citizens and provide educational, recreational, and social programs for our members.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $389,057

Program Service Revenue $113,590

Investment Income $1,834

Other Revenue $24,042

TOTAL REVENUE $528,523

Expense Breakdown

Grants Paid $50

Salaries & Benefits $51,020

Fundraising Expenses $0

Program Expenses $307,270

Other Expenses $299,081

TOTAL EXPENSES $350,151

Year-over-Year Comparison

	2023	2022	Change
Revenue	$528,523	$298,750	+0.8%
Expenses	$350,151	$278,146	+0.3%
Net Income	$178,372	$20,604	+7.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$51,020

Total Directors

$17,585

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kevin O'Connor	Executive Dir.	40.00	Officer	$33,435	$0	$33,435
Vicki Kilbourn	Vice Chairman	20.00	Officer Director	$10,525	$0	$10,525
Erica Sparks	Secretary	20.00	Officer Director	$7,060	$0	$7,060
Michael Davis	Chairman	1.50	Officer Director	$0	$0	$0
Marge Thompson	Treasurer	10.00	Officer Director	$0	$0	$0
Lisa Pearson	Board Member	1.00	Director	$0	$0	$0
Marti Goff	Board Member	1.50	Director	$0	$0	$0
Tina Rozmus	Board Member	1.00	Director	$0	$0	$0
Bridgett Cassidy as of 0323	Board Member	1.50	Director	$0	$0	$0
Pam O'Brien as of 0623	Board Member	2.50	Director	$0	$0	$0
Mary Hogan until 0323	Board Member	1.00	Director	$0	$0	$0
Lane Baker until 0923	Board Member	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	No data	No data	No data	No data
2023	$528,523	$350,151	$2,071,141	$178,372
2022	$298,750	$278,146	$1,892,769	$20,604
2021	$240,982	$214,976	$1,872,490	$26,006
2020	$197,094	$188,617	$1,846,065	$8,477
2019	$166,191	$216,806	$1,839,677	$-50,615
2018	$150,950	$188,926	$1,888,175	$-37,976

UPPER SUSITNA SENIORS INC