RANCHO SANTA FE SENIORS INC (EIN 956113493) - 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

1988

Legal Domicile

Principal Officer

KRIS SLUGG

Phone

8587563041

Tax Period

2024-06-01 to 2025-05-31

RANCHO SANTA FE SENIORS INC, founded in 1988, is a small nonprofit that reported $349K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $319K left a modest 9% surplus.

Mission

SEE FORM 990, PART III, LINE 1.

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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 $146,202

Program Service Revenue $10,790

Investment Income $192,059

Other Revenue $0

TOTAL REVENUE $349,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,038

Fundraising Expenses $5,270

Program Expenses $284,445

Other Expenses $120,488

TOTAL EXPENSES $318,526

Year-over-Year Comparison

	2024	2023	Change
Revenue	$349,051	$445,247	-0.2%
Expenses	$318,526	$340,361	-0.1%
Net Income	$30,525	$104,886	-0.7%

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

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

$99,455

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL GROENIGER	EMERITUS BOARD MEMBER	1.00	Director	$0	$0	$0
COLLEEN SANSONE	BOARD MEMBER/TREASURER	1.00	Officer Director	$0	$0	$0
ED EVANS	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE BULLETTE	BOARD MEMBER/PRESIDENT	1.00	Officer Director	$0	$0	$0
HAL SEXTON	EMERITUS BOARD MEMBER	1.00	Director	$0	$0	$0
JON SCHWARTZ	BOARD MEMBER /VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARIA DELGADO	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTHA GRIMES	BOARD MEMBER	1.00	Director	$0	$0	$0
MONTY SILVERSTONE	BOARD MEMBER/SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT GRANT	EMERITUS BOARD MEMBER	1.00	Director	$0	$0	$0
HERB HOLMQUIST	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSE MOSSY	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTINE SLUGG	EXECUTIVE DIRECTOR	40.00	Officer	$85,000	$14,455	$99,455

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	$349,051	$318,526	$4,360,725	$30,525
2024	$445,247	$340,361	$4,235,937	$104,886
2023	$362,009	$337,074	$3,846,714	$24,935
2022	$733,614	$279,809	$3,909,157	$453,805
2021	$930,871	$263,458	$3,734,267	$667,413
2020	$241,593	$287,514	$3,268,471	$-45,921
2019	$388,643	$281,285	$3,185,757	$107,358

RANCHO SANTA FE SENIORS INC