UPSHUR COUNTY SENIOR CITIZENS OPPORTUNITY CENTER INC (EIN 550532847) - 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

1972

Legal Domicile

Principal Officer

JAMES FARRY

Phone

3044720582

Tax Period

2023-10-01 to 2024-09-30

UPSHUR COUNTY SENIOR CITIZENS OPPORTUNITY CENTER INC, founded in 1972, is a community nonprofit in the Human Services sector that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR SENIOR CITIZENS IN UPSHUR COUNTY, WEST VIRGINIA

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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 $883,893

Program Service Revenue $498,634

Investment Income $12,876

Other Revenue $0

TOTAL REVENUE $1,395,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,012,018

Fundraising Expenses $0

Program Expenses $1,293,591

Other Expenses $492,887

TOTAL EXPENSES $1,504,905

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,395,403	$1,712,134	-0.2%
Expenses	$1,504,905	$1,626,341	-0.1%
Net Income	$-109,502	$85,793	-2.3%

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

$48,937

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANSOM HACKETT	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES FARRY	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
COURTNEY WILT	TREASURER	2.00	Officer Director	$0	$0	$0
JACK REGER	SECRETARY	2.00	Officer Director	$0	$0	$0
CAROL LONG	DIRECTOR	2.00	Director	$0	$0	$0
DIRK BURNSIDE	DIRECTOR	2.00	Director	$0	$0	$0
DOUG BUSH	DIRECTOR	2.00	Director	$0	$0	$0
LARRY WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
TRACIE THOMPSON	EXECUTIVE DIRECTOR (TERM. 6/2024)	40.00	Officer	$48,937	$0	$48,937

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	$1,395,403	$1,504,905	$1,453,720	$-109,502
2023	$1,712,134	$1,626,341	$1,587,098	$85,793
2022	$1,516,575	$1,423,058	$1,648,081	$93,517
2021	$1,618,526	$1,467,355	$1,557,303	$151,171
2020	$1,468,572	$1,407,012	$1,351,341	$61,560
2019	$1,580,058	$1,579,588	$1,329,083	$470
2019	$1,580,058	$1,579,588	$1,329,083	$470

UPSHUR COUNTY SENIOR CITIZENS OPPORTUNITY CENTER INC