WHARTON SENIOR CITIZEN HOUSING INC (EIN 223313394) - 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

1994

Legal Domicile

Principal Officer

KEVIN FINNEGAN

Phone

9733618444

Tax Period

2024-01-01 to 2024-12-31

WHARTON SENIOR CITIZEN HOUSING INC, founded in 1994, is a micro nonprofit in the Housing & Shelter sector that reported $12K in total revenue in fiscal year 2024. Net assets of $1.3M represent 1312 months of operating reserves.

Mission

TO PROVIDE LOW INCOME HOUSING.

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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 $10,000

Program Service Revenue $0

Investment Income $2,309

Other Revenue $0

TOTAL REVENUE $12,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $12,750

TOTAL EXPENSES $12,750

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,309	$12,348	0.0%
Expenses	$12,750	$15,500	-0.2%
Net Income	$-441	$-3,152	-0.9%

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

N/A

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
KEVIN FINNEGAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
GABRIELLE EVANGELISTA	SECRETARY	2.00	Officer Director	$0	$0	$0
JOSEPH KOVALCIK JR	TREASURER	2.00	Officer Director	$0	$0	$0
WILLIAM CHEGWIDDEN	TRUSTEE	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
2024	$12,309	$12,750	$1,347,430	$-441
2023	$12,348	$15,500	$1,347,871	$-3,152
2022	$10,744	$10,033	$1,351,023	$711
2021	$10,160	$12,808	$1,350,312	$-2,648
2020	$21,357	$19,042	$1,364,960	$2,315
2019	$37,645	$23,930	$1,362,645	$13,715
2018	$21,381	$2,684	$1,336,930	$18,697

WHARTON SENIOR CITIZEN HOUSING INC