Wautoma Senior Citizens Inc (EIN 237400178) - 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

1964

Legal Domicile

Principal Officer

Michael Jacobi

Phone

9207872055

Tax Period

2024-05-01 to 2025-04-30

Wautoma Senior Citizens Inc, founded in 1964, is a small nonprofit that reported $249K in total revenue in fiscal year 2024. Expenses of $278K exceeded revenue, resulting in a 12% operating deficit.

Mission

Maintain a senior center with activities and programs for senior citizens

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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 $21,710

Program Service Revenue $199,827

Investment Income $4,981

Other Revenue $22,234

TOTAL REVENUE $248,752

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,921

Fundraising Expenses $0

Program Expenses $278,072

Other Expenses $259,151

TOTAL EXPENSES $278,072

Year-over-Year Comparison

	2024	2023	Change
Revenue	$248,752	$236,677	+0.1%
Expenses	$278,072	$213,730	+0.3%
Net Income	$-29,320	$22,947	-2.3%

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
Marianne Larson	President	2.00	Director	$0	$0	$0
Deb Konczal	Program Director	25.00	Highest	$0	$0	$0
Janis Wells	Program Director	20.00	Key Emp	$0	$0	$0
Mike Jacobi	Vice President	2.00	Director	$0	$0	$0
Karen Hinn	Secretary	2.00	Director	$0	$0	$0
Donna Bolek	Treasurer	2.00	Director	$0	$0	$0
Barbara Johnson	Director	2.00	Director	$0	$0	$0
Marvin Mischka	Director	2.00	Director	$0	$0	$0
Jan Baldukas	Director	2.00	Director	$0	$0	$0
Lee Bartel	Director	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	$248,752	$278,072	$297,008	$-29,320
2024	$236,677	$213,730	$326,328	$22,947

Wautoma Senior Citizens Inc