TWIN VALLEY SENIORS INC

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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

1983

Legal Domicile

Principal Officer

DENISE WHEELER

Phone

8022233322

Tax Period

2024-10-01 to 2025-09-30

TWIN VALLEY SENIORS INC, founded in 1983, is a small nonprofit that reported $263K in total revenue in fiscal year 2024. The organization ran a surplus of $59K, a strong 22% operating margin.

Mission

TO FACILITATE THE SOCIAL, EMOTIONAL, AND PHYSICAL WELL BEING OF INDEPENDENT SENIOR CITIZENS BY PROVIDING ACCESS TO COMMUNITY RESOURCES AND PROVIDING SERVICES AND ACTIVITIES THAT MAINTAIN SENIOR CITIZENS' INDEPENDENCE AND WELLNESS.

Program Service Accomplishments

Program 1

Expenses: $144,259 Revenue: $108,966

MEALS PROGRAM FOR SENIORS - THE SENIOR CENTER SERVES APPROXIMATELY 1,000 MEALS MONTHLY ON SITE AND THROUGH THE MEALS ON WHEELS PROGRAM. THESE MEALS ARE BY DONATION ONLY, REGARDLESS OF ABILITY TO PAY. THE MEALS ARE HOME COOKED, NUTRITIONAL, WELL BALANCED MEALS THAT ARE OVERSEEN BY A REGISTERED DIETICIAN.

Program 2

Expenses: $8,200 Revenue: $4,089

PROVIDE HEALTH AND SOCIAL PROGRAMS FOR SENIORS - THIS INCLUDES PROVIDING PERIODIC EXERCISE CLASSES, FOOT CLINICS, FLU SHOTS, AND BLOOD PRESSURE CHECKS. THESE PROGRAMS ARE PROVIDED AT LOW COST (AND...

PROVIDE HEALTH AND SOCIAL PROGRAMS FOR SENIORS - THIS INCLUDES PROVIDING PERIODIC EXERCISE CLASSES, FOOT CLINICS, FLU SHOTS, AND BLOOD PRESSURE CHECKS. THESE PROGRAMS ARE PROVIDED AT LOW COST (AND MANY ARE PROVIDED AT NO COST) TO AREA 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 $114,680

Program Service Revenue $113,055

Investment Income $913

Other Revenue $34,472

TOTAL REVENUE $263,120

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,036

Fundraising Expenses $3,084

Program Expenses $152,459

Other Expenses $138,413

TOTAL EXPENSES $204,449

Year-over-Year Comparison

	2024	2023	Change
Revenue	$263,120	$247,999	+0.1%
Expenses	$204,449	$223,210	-0.1%
Net Income	$58,671	$24,789	+1.4%

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
DENISE WHEELER	CHAIR	20.00	Officer Director	$0	$0	$0
CECILLE SHERBURN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
GARY SMITH	TREASURER	3.00	Officer Director	$0	$0	$0
SUE CAREY	SECRETARY	2.00	Officer Director	$0	$0	$0
KRISTIN HOLM	MEMBER	2.00	Director	$0	$0	$0
BARRY IBEY	MEMBER	2.00	Director	$0	$0	$0
FRED WILBER	MEMBER	2.00	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	$263,120	$204,449	$611,369	$58,671
2024	$247,999	$223,210	$570,512	$24,789
2023	$270,259	$193,460	$560,613	$76,799
2022	$187,579	$199,045	$494,317	$-11,466
2021	$262,527	$194,995	$472,756	$67,532
2020	$256,950	$184,809	$440,755	$72,141
2019	$170,380	$157,923	$53,912	$12,457