SENIOR CITIZENS OF SHASTA CO INC (EIN 946090314) - 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

1959

Legal Domicile

Principal Officer

JULIE HUDEC

Phone

5302463042

Tax Period

2024-01-01 to 2024-12-31

SENIOR CITIZENS OF SHASTA CO INC, founded in 1959, is a small nonprofit that reported $133K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $41K, a strong 31% operating margin.

Mission

SOCIAL WELL BEING FOR SENIORS

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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 $43,749

Program Service Revenue $3,695

Investment Income $3,570

Other Revenue $82,110

TOTAL REVENUE $133,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,931

Fundraising Expenses $0

Program Expenses $63,636

Other Expenses $31,404

TOTAL EXPENSES $92,335

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,124	$116,238	+0.1%
Expenses	$92,335	$110,833	-0.2%
Net Income	$40,789	$5,405	+6.5%

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
MATT MCKEE	PARLIMENTARIAN	0.50	Director	$0	$0	$0
ELAINE HUNT	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRIS BEDELL	2ND VICE PRESIDENT	0.50	Director	$0	$0	$0
LOIS SUNKEN	BOARD MEMBER	0.50	Director	$0	$0	$0
DIANE MC DONALD	BOARD MEMBER	0.50	Director	$0	$0	$0
JANELL SANDERS	BOARD MEMBER	0.50	Director	$0	$0	$0
JUDY SAMS	1ST VICE PRESIDENT	5.00	Officer	$0	$0	$0
LISA RUH	SECRETARY	5.00	Officer	$0	$0	$0
JULIE HUDEC	PRESIDENT	5.00	Officer	$0	$0	$0
MEGAN CRANDELL	TREASURER	10.00	Officer	$0	$0	$0
DEBI ESPINOZA	FINANCIAL SECRETARY	10.00	Officer	$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	$133,124	$92,335	$211,728	$40,789
2023	$116,238	$110,833	$159,346	$5,405
2022	$97,208	$70,157	$152,952	$27,051
2019	$82,067	$88,068	$121,338	$-6,001
2018	$123,763	$88,926	$186,638	$34,837

SENIOR CITIZENS OF SHASTA CO INC