THE HARVARD COMMUNITY SENIOR CENTER

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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

2012

Legal Domicile

Principal Officer

RAUL MEZA

Phone

8159432740

Tax Period

2020-05-01 to 2021-04-30

THE HARVARD COMMUNITY SENIOR CENTER, founded in 2012, is a small nonprofit that reported $295K in total revenue in fiscal year 2020. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $76K, a strong 26% operating margin.

Mission

TO PROVIDE A POSITIVE AND NUTURING PLACE FOR SENIOR RESIDENTS TO GATHER.

Program Service Accomplishments

Program 1

Expenses: $116,282

PEARLS (PROGRAM FOR ENCOURAGING ACTIVE REWARDING LIVES) AN EVIDENCE BASED TREATMENT PROGRAM FOR SENIORS TO ACTIVELY MANAGE DEPRESSION AND INCREASE THEIR QUALITY FOR LIFE

Program 2

Expenses: $16,184

SHIP (SENIOR HEALTH INSURANCE PROGRAM) HEALTH INSURANCE COUNSELING PROGRAM FOR MEDICARE BENEFICIARIES AND THEIR CAREGIVERS

Program 3

Expenses: $44,945

HEALTH AND WELLNESS PROGRAMMING - EVIDENCE BASED COURSES AND PROGRAMS TARGETING SENIOR FALL RISKS, FITNESS AND EXERCISE AND MANAGING CHRONIC CONDITIONS

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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 (2020)

Revenue Breakdown

Contributions & Grants $294,564

Program Service Revenue $10

Investment Income $0

Other Revenue $0

TOTAL REVENUE $294,574

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,817

Fundraising Expenses $2

Program Expenses $212,922

Other Expenses $62,527

TOTAL EXPENSES $218,344

Year-over-Year Comparison

	2020	2019	Change
Revenue	$294,574	$188,039	+0.6%
Expenses	$218,344	$184,925	+0.2%
Net Income	$76,230	$3,114	+23.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SONIA HERNANDEZ	MEMBER	1.00	Director	$0	$0	$0
MEGAN LOCKWOOD	MEMBER	1.00	Director	$0	$0	$0
KATHY SCHACK	MEMBER	1.00	Director	$0	$0	$0
RYAN KNOP	TREASURER	2.50	Officer	$0	$0	$0
RAUL MEZA	PRESIDENT	2.50	Officer	$0	$0	$0
KAY RESSIG	SECRETARY	1.00	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
2021	$294,574	$218,344	$129,798	$76,230