Senior Citizens of San Jacinto County Inc (EIN 510151491) - 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

1975

Legal Domicile

Principal Officer

Charline Smith

Phone

9366534175

Tax Period

2023-10-01 to 2024-09-30

Senior Citizens of San Jacinto County Inc, founded in 1975, is a small nonprofit in the Human Services sector that reported $410K in total revenue in fiscal year 2023. Expenses of $387K left a modest 6% surplus.

Mission

Providing programs and support services to senior citizens in nutrition, senior outreach, information referral and health awareness.

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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 (2023)

Revenue Breakdown

Contributions & Grants $168,344

Program Service Revenue $228,090

Investment Income $57

Other Revenue $13,320

TOTAL REVENUE $409,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,646

Fundraising Expenses $0

Program Expenses $386,531

Other Expenses $176,885

TOTAL EXPENSES $386,531

Year-over-Year Comparison

	2023	2022	Change
Revenue	$409,811	$411,567	0.0%
Expenses	$386,531	$369,756	+0.0%
Net Income	$23,280	$41,811	-0.4%

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
Sue Jackson	President	010.00	Officer Director	$0	$0	$0
Jerry Jones	Director	006.00	Director	$0	$0	$0
Anna Boyd	Vice-President	010.00	Officer Director	$0	$0	$0
Margaret Rose	Director	006.00	Director	$0	$0	$0
Dale Everitt	Director	006.00	Director	$0	$0	$0
Jo Claridy	Secretary	010.00	Officer Director	$0	$0	$0
Judi Gwaltney	Director	006.00	Director	$0	$0	$0
Judy Chatham	Treasurer	010.00	Officer Director	$0	$0	$0
Linda Armaguer	Director	006.00	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	$409,811	$386,531	$461,317	$23,280
2023	$411,567	$369,756	$439,904	$41,811
2022	$330,023	$351,155	$366,495	$-21,132
2021	$298,613	$276,413	$385,616	$22,200
2020	$256,820	$207,670	$347,484	$49,150
2019	$220,429	$242,689	$295,540	$-22,260
2018	$203,943	$208,611	$318,001	$-4,668

Senior Citizens of San Jacinto County Inc