WINCHESTER SENIORS ASSOCIATION TRUST (EIN 510196372) - 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

1976

Legal Domicile

Principal Officer

MARY ELLEN ROURKE-FALVEY

Phone

7817217136

Tax Period

2024-04-01 to 2025-03-31

WINCHESTER SENIORS ASSOCIATION TRUST, founded in 1976, is a small nonprofit that reported $120K in total revenue in fiscal year 2024. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $115K left a modest 4% surplus.

Mission

THIS TRUST WAS ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF THE WINCHESTER SENIORS ASSOCIATION TO OWN AND MAINTAIN A BUILDING FOR SENIOR ACTIVITIES.

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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 $20,400

Program Service Revenue $0

Investment Income $99,177

Other Revenue $0

TOTAL REVENUE $119,577

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,422

Other Expenses $115,111

TOTAL EXPENSES $115,111

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,577	$252,889	-0.5%
Expenses	$115,111	$140,891	-0.2%
Net Income	$4,466	$111,998	-1.0%

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

N/A

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
MARY ELLEN ROURKE-FALVEY	CHAIR PERSON	15.00	Officer Director	$0	$0	$0
RON LANTANISION	TRUSTEE	2.00	Director	$0	$0	$0
RONALD MILAUSKAS	TRUSTEE	2.00	Director	$0	$0	$0
MELODIE WING	TRUSTEE	2.00	Director	$0	$0	$0
PATRICK HALL	TRUSTEE	2.00	Director	$0	$0	$0
DOUGLAS MARMON	TREASURER/CLERK	2.00	Officer Director	$0	$0	$0
ELIZABETH BRODBINE GHONIEUM	TRUSTEE	2.00	Director	$0	$0	$0
ERIC HARSTAD	TRUSTEE	2.00	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
2025	$119,577	$115,111	$3,032,223	$4,466
2024	$252,889	$140,891	$3,084,623	$111,998
2023	$30,800	$129,854	$2,957,689	$-99,054
2022	$71,652	$107,360	$3,155,391	$-35,708
2021	$65,357	$109,888	$3,133,762	$-44,531
2020	$12,540	$119,887	$2,907,757	$-107,347
2020	$12,540	$119,887	$2,907,757	$-107,347
2019	$58,024	$114,674	$3,102,569	$-56,650

WINCHESTER SENIORS ASSOCIATION TRUST