ANDERSON VALLEY SENIOR CITIZENS CENTER

EIN: 237407884 501(c)(3) Human Services

BOONVILLE, CA

Total Revenue
$138,771
Total Expenses
$186,991
Total Assets
$301,184
Net Assets
$291,272
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
CA
Principal Officer
RENEE LEE
Phone
7078953609
Tax Period
2023-07-01 to 2024-06-30

ANDERSON VALLEY SENIOR CITIZENS CENTER, founded in 1996, is a small nonprofit in the Human Services sector that reported $139K in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. Expenses of $187K exceeded revenue, resulting in a 35% operating deficit.

Mission

THE ANDERSON VALLEY SENIOR CENTER'S MISSION IS TO ASSIST ALL SENIOR CITIZENS, AGE 60 AND ABOVE WHO RESIDE WITHIN THE AREA DEFINED BY THE ANDERSON VALLEY COMMUNITY SERVICES FIRE DISTRICT, IN ORDER TO PROMOTE THEIR GENERAL WELFARE, PROVIDE A MEETING PLACE FOR SOCIAL AND RECREATIONAL GATHERINGS, EDUCATION PROGRAMS AND MEAL SERVICE TWICE A WEEK.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $81,484
Program Service Revenue $26,344
Investment Income $2,631
Other Revenue $28,312
TOTAL REVENUE $138,771

Expense Breakdown

Grants Paid $0
Salaries & Benefits $75,173
Fundraising Expenses $0
Program Expenses $150,226
Other Expenses $111,818
TOTAL EXPENSES $186,991

Year-over-Year Comparison

2023 2022 Change
Revenue $138,771 $172,744 -0.2%
Expenses $186,991 $183,873 +0.0%
Net Income $-48,220 $-11,129 +3.3%
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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Governance

Voting Members
10
Independent Members
10
Employees
6
Volunteers
25

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
5
$18,491
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RENEE LEE EXECUTIVE DI 30.00
Officer
$18,491 $0 $18,491
ESTAPHANIE ARIAS MEMBER 0.50
Director
$0 $0 $0
JO ATHIEY MEMBER 0.50
Director
$0 $0 $0
JACOB HERNANDEZ MEMBER 0.50
Director
$0 $0 $0
TERRI RHOADES MEMBER 0.50
Director
$0 $0 $0
GWYN LEEMAN SMITH MEMBER 0.50
Director
$0 $0 $0
JENNA WALKER MEMBER 0.50
Director
$0 $0 $0
FAL ALLEN PRESIDENT 1.00
Officer
$0 $0 $0
LILY APFEL VICE PRESIDE 0.50
Officer
$0 $0 $0
PHILIP THOMAS TREASURER 2.00
Officer
$0 $0 $0
JULIE ELIZABETH WYANT SECRETARY 2.00
Officer
$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 No data No data No data No data
2024 $138,771 $186,991 $301,184 $-48,220
2023 $172,744 $183,873 $352,011 $-11,129
2022 $136,227 $113,004 $352,337 $23,223
2021 $142,659 $95,383 $329,069 $47,276
2020 $153,389 $107,631 $258,335 $45,758
2019 $119,736 $112,251 $214,357 $7,485
2018 $141,338 $114,137 $205,273 $27,201
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