Friends of the Longmont Senior Center

Nonprofit profile at a glance

EIN
840860782
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Longmont, CO, USA
Phone
3036518411
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Senior Centers

Official website

Reported finances

Revenue
$405,654
Expenses
$152,811
Assets
$2,925,646
Liabilities
$1,348

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Chuck Beehler (President)
  • Ruth Waukau (Vice President)

People named in this filing

  • Chuck Beehler (President)
  • Julie Burrows Loza (Director)
  • Michelle Cregut (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To support, foster interest in and promote the programs, activities and capabilities of the Longmont Senior Center for older adults.

What it reported doing in 2024

Sponsored Senior Center programs and other activities to enhance and improve senior's lives relating to their health and wellness. During 2024, the Organization offered 5 regular support groups (including the Lunch Bunch and Savvy Caregivers) for a total of 60 support group sessions - of which 12 sessions were in Spanish. The organization also funded several wellness activities including fall prevention with 41 participants (at capacity) in attendance. 63 individuals were provided counseling services and referrals to assist them in dealing with problems such as grief, loneliness and anxiety. 47 low-income seniors received emergency support for basic needs such as dentures, eyeglasses, rent, moving costs, etc. The continued partnership with Senior Smiles provided 11 seniors with dental care. On average, 99 individuals received emotional support from staff and 12 trained peer support volunteers every month. The organization also funded 277 fitness and general scholarships so that low-income older adults were able to participate in other senior center programming. Also, The Friends of the Longmont Senior Center significantly expanded offerings to Spanish-speaking participants.

Operating model

Revenue model
Donor-supported. 76% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 66% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 55
  • Transparency & Controls: 94
  • Accountability: 76
  • Sustainability: 88
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 44.9%; rating input score 45
  • Program expense ratio: 64.5%; rating input score 64
  • Fundraising efficiency: $72.57 raised per $1 spent on fundraising; rating input score 82; 82nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 62.3%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 19.15; rating input score 95; 95th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 58; 58th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: -1.7% per year; rating input score 0; 24th percentile among comparable filings
  • Revenue growth: 0.4% per year; rating input score 100; 26th percentile among comparable filings
  • Asset growth: 7.2% per year; rating input score 100; 56th percentile among comparable filings

Details

  • Where the money goes: 44.9% of revenue deployed · 64.5% of spending went to programs
  • Governance: 12 of 12 board members independent · 3 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $99K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 20 of 20 current checks pass
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 11 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 45/100.
  • Moderate — Accountability: Governance controls: 3 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Liabilities to assets ratio scored 58/100.