SANTA YNEZ VALLEY SENIOR CITIZENS FOUNDATION (EIN 953169593) - 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

1977

Legal Domicile

Principal Officer

JUDITH DALE

Phone

8056884571

Tax Period

2023-01-01 to 2023-12-31

SANTA YNEZ VALLEY SENIOR CITIZENS FOUNDATION, founded in 1977, is a small nonprofit that reported $970K in total revenue in fiscal year 2023.

Mission

TO SUPPORT SENIORS, VETERANS, AND AT-RISK COMMUNITIES IN THE SANTA YNEZ VALLEY AND BEYOND BY PROVIDING ESSENTIAL NUTRITION, TRANSPORTATION, AND MENTAL HEALTH SERVICES.

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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 $608,564

Program Service Revenue $226,270

Investment Income $0

Other Revenue $134,821

TOTAL REVENUE $969,655

Expense Breakdown

Grants Paid $0

Salaries & Benefits $615,032

Fundraising Expenses $10,710

Program Expenses $954,848

Other Expenses $437,282

TOTAL EXPENSES $1,063,024

Year-over-Year Comparison

	2023	2022	Change
Revenue	$969,655	$935,453	+0.0%
Expenses	$1,063,024	$901,184	+0.2%
Net Income	$-93,369	$34,269	-3.7%

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

212

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

$114,400

Total Directors

$114,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDITH DALE	PRESIDENT	8.00	Officer Director	$0	$0	$0
PAMELA GNEKOW	EXECUTIVE DIRECTOR	40.00	Officer Director	$114,400	$0	$114,400
CINDY MATHEWS	TREASURER	3.00	Officer Director	$0	$0	$0
IRENE COVINGTON	BOARD MEMBER	10.00	Director	$0	$0	$0
GABRIELLE ROBBINS	VICE-PRESIDENT	3.00	Officer Director	$0	$0	$0
RICH NAGLER	BOARD MEMBER	6.00	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	$969,655	$1,063,024	$386,636	$-93,369
2022	$935,453	$901,184	$365,896	$34,269
2021	$805,467	$902,599	$348,619	$-97,132
2020	$808,377	$704,427	$415,957	$103,950
2019	$528,798	$482,857	$330,460	$45,941
2018	$368,431	$379,607	$262,133	$-11,176

SANTA YNEZ VALLEY SENIOR CITIZENS FOUNDATION