WIRT COUNTY SENIOR HOUSING INC (EIN 550653508) - 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

1982

Legal Domicile

Principal Officer

BERKELEY SIMMONS

Phone

6149422020

Tax Period

2024-01-01 to 2024-12-31

WIRT COUNTY SENIOR HOUSING INC, founded in 1982, is a small nonprofit that reported $285K in total revenue in fiscal year 2024. The organization ran a surplus of $117K, a strong 41% operating margin.

Mission

PROVIDE SUBSIDIZED HOUSING TO LOW-INCOME/ELDERLY RESIDENTS SUBJECT TO HUD REGULATIONS GOVERNING RENTAL RATES AND OPERATING METHODS.

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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 $216,942

Program Service Revenue $59,690

Investment Income $7,811

Other Revenue $551

TOTAL REVENUE $284,994

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,632

Other Expenses $167,794

TOTAL EXPENSES $167,794

Year-over-Year Comparison

	2024	2023	Change
Revenue	$284,994	$266,967	+0.1%
Expenses	$167,794	$165,442	+0.0%
Net Income	$117,200	$101,525	+0.2%

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

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
BERKELEY SIMMONS	PRESIDENT/MEMBER	1.00	Officer Director	$0	$0	$0
ROB DUDLEY	VICE PRESIDENT/MEMBER	1.00	Officer Director	$0	$0	$0
STEVEN MORGAN	TREASURER/MEMBER	1.00	Officer Director	$0	$0	$0
MARK LOWE	MEMBER	0.50	Director	$0	$0	$0
DARRIN NICHOLS	MEMBER	0.50	Director	$0	$0	$0
BOBBI MOORE	MEMBER	1.00	Director	$0	$0	$0
TERESA MURRAY	MEMBER	0.50	Director	$0	$0	$0
CARLA DAVIS	MEMBER	0.50	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	$284,994	$167,794	$840,076	$117,200
2023	$266,967	$165,442	$765,696	$101,525
2022	$254,605	$166,361	$716,959	$88,244
2021	$248,947	$198,446	$632,973	$50,501
2020	$251,622	$139,700	$563,965	$111,922
2019	$245,361	$177,335	$483,799	$68,026
2018	$213,197	$166,134	$434,813	$47,063

WIRT COUNTY SENIOR HOUSING INC