CHUGIAK SENIOR CITIZENS FOUNDATION (EIN 943061374) - 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

1980

Principal Officer

PAULETTE SHANNON

Phone

9073178859

Tax Period

2021-10-01 to 2022-09-30

CHUGIAK SENIOR CITIZENS FOUNDATION, founded in 1980, is a small nonprofit that reported $353K in total revenue in fiscal year 2021. Revenue surged 158% from the prior year, signaling strong growth momentum. The organization ran a surplus of $319K, a strong 90% operating margin.

Mission

FINANCIAL SUPPORT OF THE CHUGIAK SENIORS' HOUSING FACILITY, FUNDED BY DONATIONS FROM THE GENERAL PUBLIC. DONATIONS ARE INVESTED, AND MARKET TRADING OF THE SECURITIES GENERATES INCOME/DIVIDENDS TO BE USED TO PROVIDE AID TO THE SENIOR LIVING FACILITY.

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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 $0

Program Service Revenue $0

Investment Income $353,276

Other Revenue $0

TOTAL REVENUE $353,276

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,000

Other Expenses $34,425

TOTAL EXPENSES $34,425

Year-over-Year Comparison

	2021	2020	Change
Revenue	$353,276	$137,091	+1.6%
Expenses	$34,425	$35,331	0.0%
Net Income	$318,851	$101,760	+2.1%

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

N/A

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
PAULETTE SHANNON	PRESIDENT	4.00	Officer Director	$0	$0	$0
KAREN BURNS	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
KERRY C JONES	TREASURER	4.00	Officer Director	$0	$0	$0
BONNIE LEONHARD	SECRETARY	4.00	Officer Director	$0	$0	$0
BARB PARKER	TRUSTEE	2.00	Director	$0	$0	$0
GIL CHAMBERS	TRUSTEE	2.00	Director	$0	$0	$0
BILL STOLZE	TRUSTEE	2.00	Director	$0	$0	$0
DIANA NENTWICH	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
2022	$353,276	$34,425	$1,999,337	$318,851
2021	$137,091	$35,331	$2,439,057	$101,760
2020	$136,895	$29,636	$1,962,036	$107,259
2019	$127,853	$3,466	$1,989,784	$124,387
2018	$85,430	$4,224	$1,925,106	$81,206

CHUGIAK SENIOR CITIZENS FOUNDATION