Belton Area Citizens for Seniors (EIN 260597034) - 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

2007

Legal Domicile

Principal Officer

David Jones

Phone

2549391170

Tax Period

2024-01-01 to 2024-12-31

Belton Area Citizens for Seniors, founded in 2007, is a small nonprofit in the Human Services sector that reported $215K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $108K, a strong 50% operating margin.

Mission

To provide healthy, stimulating and enjoyable activities for local seniors through financial and intellectural support

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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 $169,158

Program Service Revenue $13,320

Investment Income $31,906

Other Revenue $859

TOTAL REVENUE $215,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,880

Fundraising Expenses $0

Program Expenses $11,282

Other Expenses $51,880

TOTAL EXPENSES $106,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$215,243	$228,382	-0.1%
Expenses	$106,760	$167,235	-0.4%
Net Income	$108,483	$61,147	+0.8%

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
Jay Taggart	President	1.00	Officer Director	$0	$0	$0
Jack Sims	Vice President	1.00	Officer Director	$0	$0	$0
Sherryn Peck	Secretary	1.00	Officer Director	$0	$0	$0
Karen Wheeler	Treasurer	1.00	Officer Director	$0	$0	$0
David Jones	Assistant Treasurer	N/A	Director	$0	$0	$0
Janis Holmes	Director	1.00	Director	$0	$0	$0
Judy Shine	Director	1.00	Director	$0	$0	$0
Ben Green	Director	1.00	Director	$0	$0	$0
Harold Ramm	Director	1.00	Director	$0	$0	$0
Harry Scott	Director	1.00	Director	$0	$0	$0
Rex Baird	Director	1.00	Director	$0	$0	$0
Jo-Ell Guzman	Director	1.00	Director	$0	$0	$0
Katherine Jones	Director	1.00	Director	$0	$0	$0
Lori Schaefer	Ex-Officio	1.00		$0	$0	$0
Doc Savage	Ex-Officio	1.00		$0	$0	$0
Judy Owens	Ex-Officio	1.00		$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	$215,243	$106,760	$889,712	$108,483
2023	$228,382	$167,235	$736,124	$61,147
2022	$178,005	$183,956	$697,807	$-5,951
2021	$166,573	$136,012	$723,169	$30,561
2021	$166,573	$118,026	$723,169	$48,547
2020	$107,732	$72,165	$686,396	$35,567
2019	$85,374	$88,021	$620,995	$-2,647
2018	$83,637	$88,597	$575,171	$-4,960

Belton Area Citizens for Seniors