WINCHESTER SENIORS ASSOCIATION INC (EIN 042605467) - 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

1976

Legal Domicile

Principal Officer

CHARLIE PRICE

Phone

7817297136

Tax Period

2024-04-01 to 2025-03-31

WINCHESTER SENIORS ASSOCIATION INC, founded in 1976, is a small nonprofit that reported $781K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $252K, a strong 32% operating margin.

Mission

TO PROMOTE THE WELL-BEING OF WINCHESTER SENIOR CITIZENS, TO CONDUCT AND PARTICIPATE IN ALL ACTIVITIES THAT BENEFIT WINCHESTER SENIOR CITIZENS AND TO DO AND PERFORM ANY AND ALL ACTS THAT MAY BE DONE LAWFULLY BY A CHARITABLE ORGANIZATION UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS.

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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 $117,113

Program Service Revenue $113,806

Investment Income $549,995

Other Revenue $0

TOTAL REVENUE $780,914

Expense Breakdown

Grants Paid $0

Salaries & Benefits $260,684

Fundraising Expenses $6,849

Program Expenses $482,012

Other Expenses $268,704

TOTAL EXPENSES $529,388

Year-over-Year Comparison

	2024	2023	Change
Revenue	$780,914	$435,395	+0.8%
Expenses	$529,388	$563,031	-0.1%
Net Income	$251,526	$-127,636	-3.0%

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

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
ANNE HOFFMAN	TREASURER	10.00	Officer Director	$0	$0	$0
FELICITY TUTTLE	SECRETARY	10.00	Officer Director	$0	$0	$0
EILEEN MORRIS	SENIOR VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
CHARLIE PRICE	PRESIDENT	10.00	Officer Director	$0	$0	$0
CAROL KELLER	DIRECTOR	5.00	Director	$0	$0	$0
RONALD LATANISION	DIRECTOR	5.00	Director	$0	$0	$0
MELODIE WING	DIRECTOR	5.00	Director	$0	$0	$0
DAN QUINN	DIRECTOR	5.00	Director	$0	$0	$0
ELIZABETH BRODBINE GHONIEM	DIRECTOR	5.00	Director	$0	$0	$0
PATRICK HALL	DIRECTOR	5.00	Director	$0	$0	$0
KAREN MCLEAVE MURRAY	DIRECTOR	5.00	Director	$0	$0	$0
MEI MEI WANG	DIRECTOR	5.00	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
2025	$780,914	$529,388	$7,951,201	$251,526
2024	$435,395	$563,031	$7,849,779	$-127,636
2023	$334,264	$470,579	$6,725,318	$-136,315
2022	$951,147	$469,770	$7,402,626	$481,377
2022	$953,329	$420,088	$7,498,567	$533,241
2021	$302,668	$287,783	$7,272,949	$14,885
2021	$299,856	$329,048	$7,228,872	$-29,192
2020	$440,631	$502,142	$4,892,708	$-61,511
2019	$3,047,191	$402,613	$5,652,219	$2,644,578
2018	$371,280	$386,416	$2,938,610	$-15,136

WINCHESTER SENIORS ASSOCIATION INC