SENIOR CITIZENS OF KODIAK ENDOWMENT FUND INC (EIN 920121016) - 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

1987

Legal Domicile

Principal Officer

AMY DURAND

Phone

9074866181

Tax Period

2023-07-01 to 2024-06-30

SENIOR CITIZENS OF KODIAK ENDOWMENT FUND INC, founded in 1987, is a small nonprofit that reported $146K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $127K, a strong 87% operating margin.

Mission

TO ASSIST SENIOR CITIZENS OF KODIAK, INC. IN ACHIEVING THEIR EXEMPT PURPOSE.

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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 $5,019

Program Service Revenue $0

Investment Income $140,680

Other Revenue $0

TOTAL REVENUE $145,699

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,806

Other Expenses $18,814

TOTAL EXPENSES $18,814

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,699	$204,983	-0.3%
Expenses	$18,814	$16,816	+0.1%
Net Income	$126,885	$188,167	-0.3%

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
DAVID BRADBURY	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK LONHEIM	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERTA AUSTRING	SECRETARY	2.00	Officer Director	$0	$0	$0
BILL OLIVER	TREASURER	2.00	Officer Director	$0	$0	$0
DR JIM ARNESON	TRUSTEE	2.00	Director	$0	$0	$0
JEROME SELBY	TRUSTEE	2.00	Director	$0	$0	$0
TONY DRABEK	TRUSTEE	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
2025	No data	No data	No data	No data
2024	$145,699	$18,814	$3,318,807	$126,885
2023	$204,983	$16,816	$2,941,841	$188,167
2022	$272,533	$18,471	$2,690,036	$254,062
2021	$178,070	$101,174	$2,960,375	$76,896
2020	$136,387	$14,598	$2,447,972	$121,789
2019	$133,121	$14,119	$2,395,923	$119,002

SENIOR CITIZENS OF KODIAK ENDOWMENT FUND INC