SENIOR CITIZENS GROUP INC OF WAVERLY IA (EIN 420932023) - 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

1967

Legal Domicile

Principal Officer

CYNTHIA CAMPBELL

Phone

3193525678

Tax Period

2024-01-01 to 2024-12-31

SENIOR CITIZENS GROUP INC OF WAVERLY IA, founded in 1967, is a small nonprofit that reported $141K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Net assets of $302K represent 26 months of operating reserves.

Mission

TO PROVIDE SERVICES FOR THE ELDERLY. SERVICES INCLUDE ACTIVITIES SUCH AS WOODWORKING, CERAMICS, CRAFTS, QUILTING, TOURS, ETC.

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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 $113,016

Program Service Revenue $16,972

Investment Income $10,843

Other Revenue $0

TOTAL REVENUE $140,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,004

Fundraising Expenses $0

Program Expenses $151,823

Other Expenses $68,819

TOTAL EXPENSES $151,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,831	$103,681	+0.4%
Expenses	$151,823	$158,613	0.0%
Net Income	$-10,992	$-54,932	-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

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

$2,400

Total Directors

$2,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA CAMPBELL	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
CARL EKMAN	VICE CHAIRPE	1.00	Officer Director	$0	$0	$0
SHARON ABRAM	TREASURER	4.00	Officer Director	$2,400	$0	$2,400
CATHY VOIGTS	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLENE BECK	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH HARTMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARK TRAX	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LANCASTER	DIRECTOR	1.00	Director	$0	$0	$0
KAREN SNYDER	DIRECTOR	1.00	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	$140,831	$151,823	$302,184	$-10,992
2023	$103,681	$158,613	$313,176	$-54,932
2022	$87,985	$152,363	$368,108	$-64,378
2021	$105,887	$103,429	$432,486	$2,458
2020	$114,472	$68,330	$430,028	$46,142

SENIOR CITIZENS GROUP INC OF WAVERLY IA