Senior Citizens Organization of San Lorenzo Valley (EIN 942317085) - 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

1976

Legal Domicile

Principal Officer

Nancy N King

Phone

8313368900

Tax Period

2024-07-01 to 2025-06-30

Senior Citizens Organization of San Lorenzo Valley, founded in 1976, is a small nonprofit in the Human Services sector that reported $135K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 32% operating margin.

Mission

Provide programs and activities for the San Lorenzo Valley community with a focus on helping seniors remain engaged and involved by promoting and supporting education, recreation, and social programs to ensure that all members of the community live full and satisfying lives.

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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 $73,820

Program Service Revenue $32,178

Investment Income $6,283

Other Revenue $23,215

TOTAL REVENUE $135,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,726

Fundraising Expenses $7,838

Program Expenses $83,982

Other Expenses $62,094

TOTAL EXPENSES $91,820

Year-over-Year Comparison

	2024	2023	Change
Revenue	$135,496	$105,707	+0.3%
Expenses	$91,820	$91,177	+0.0%
Net Income	$43,676	$14,530	+2.0%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Colleen Raner Walter	President	20.00	Officer Director	$0	$0	$0
Susan McKenney	Vice President	22.00	Officer Director	$0	$0	$0
Alisan Andrews	Secretary	20.00	Officer Director	$0	$0	$0
Nancy N King	Treasurer	15.00	Officer Director	$0	$0	$0
Bob Eback	Board Member	2.00	Director	$0	$0	$0
Blanca Uribe	Board Member	4.00	Director	$0	$0	$0
Joey Alvarez	Board Member	8.00	Director	$0	$0	$0
Diana Sue Miller	Board Member	12.00	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	$135,496	$91,820	$524,427	$43,676

Senior Citizens Organization of San Lorenzo Valley