WILKES SENIOR RESOURCES INC

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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

1979

Legal Domicile

Principal Officer

SHERI CHAPMAN

Phone

3366675281

Tax Period

2024-07-01 to 2025-06-30

WILKES SENIOR RESOURCES INC, founded in 1979, is a small nonprofit in the Human Services sector that reported $543K in total revenue in fiscal year 2024. The organization ran a surplus of $85K, a strong 16% operating margin.

Mission

TO PROVIDE SERVICES, EDUCATION, AND INFORMATION THAT PROMOTE QUALITY OF LIFE AND ACTIVE AGING FOR SENIOR CITIZENS.

Program Service Accomplishments

Program 1

Expenses: $290,190 Revenue: $22,570

PROVIDING TRANSPORTATION, INFORMATION AND REFERRAL SERVICES, EDUCATIONAL AND RECREATIONAL ACTIVITIES AND RESPITE CARE FOR SENIOR CITIZENS WITHIN WILKES COUNTY, NORTH CAROLINA.

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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 $510,246

Program Service Revenue $6,221

Investment Income $16,349

Other Revenue $10,146

TOTAL REVENUE $542,962

Expense Breakdown

Grants Paid $0

Salaries & Benefits $318,751

Fundraising Expenses $0

Program Expenses $290,190

Other Expenses $139,411

TOTAL EXPENSES $458,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$542,962	$570,033	0.0%
Expenses	$458,162	$543,767	-0.2%
Net Income	$84,800	$26,266	+2.2%

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

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

$45,088

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY JO MARTIN	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
ANN ABSHER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DIANE HARPER	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL LENTZ	TREASURER	2.00	Officer Director	$0	$0	$0
BILL SEXTON	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
KELLI RIDDLE	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
MARIANNE BEAMON	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
RAY RICH	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
DAVID ELMORE	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
GLENDA ADAMS	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
LISA PRUITT	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
HUGHES VANDERVORT	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
PEGGY REYNOLDS	BOARD OF DIRECTORS	2.00	Director	$0	$0	$0
SHERI CHAPMAN	EXECUTIVE DIRECTOR	40.00	Officer	$45,088	$0	$45,088

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	$542,962	$458,162	$625,028	$84,800
2024	$570,033	$543,767	$531,919	$26,266
2023	$522,830	$460,960	$533,190	$61,870
2022	$542,827	$558,648	$440,210	$-15,821
2021	$554,108	$514,080	$460,229	$40,028
2020	$580,324	$518,634	$423,412	$61,690
2019	$568,155	$512,700	$367,202	$55,455