WAKULLA SENIOR CITIZENS COUNCIL INC (EIN 591316667) - 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

LARA EDWARDS

Phone

8509267145

Tax Period

2023-01-01 to 2023-12-31

WAKULLA SENIOR CITIZENS COUNCIL INC, founded in 1975, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $2.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS, PERSONS WITH DISABILITIES AND CAREGIVERS THROUGH EDUCATION AND SUPPORT.

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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 $1,355,698

Program Service Revenue $730,281

Investment Income $15,744

Other Revenue $76,645

TOTAL REVENUE $2,178,368

Expense Breakdown

Grants Paid $35

Salaries & Benefits $1,060,371

Fundraising Expenses $0

Program Expenses $2,320,975

Other Expenses $1,383,115

TOTAL EXPENSES $2,443,521

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,178,368	$1,527,607	+0.4%
Expenses	$2,443,521	$1,449,571	+0.7%
Net Income	$-265,153	$78,036	-4.4%

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

$76,507

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN SHUFF	DIRECTOR	5.00	Director	$0	$0	$0
TONYA HOBBY	DIRECTOR	5.00	Director	$0	$0	$0
CHRIS RUSSELL	DIRECTOR	5.00	Director	$0	$0	$0
JULIE GABY	DIRECTOR	5.00	Director	$0	$0	$0
AL PASINI	DIRECTOR	5.00	Director	$0	$0	$0
SUE ANDERSON	DIRECTOR	5.00	Director	$0	$0	$0
MARY WALLACE	DIRECTOR	5.00	Director	$0	$0	$0
HONORABLE QUINCEE MESSERSMITH	DIRECTOR	5.00	Director	$0	$0	$0
PEGGY MACKIN	HONORARY EMERITUS	5.00	Director	$0	$0	$0
MARVA PRESTON	DIRECTOR	5.00	Director	$0	$0	$0
JIM DAVIS	TREASURER	5.00	Officer	$0	$0	$0
PAT DUNN PATTERSON	CHAIR	5.00	Officer	$0	$0	$0
DENISE COLANGELO	VICE CHAIR	5.00	Officer	$0	$0	$0
MAVIS MCDANIEL ED JAN - JULY	EXECUTIVE DIRECTOR	40.00	Officer	$47,486	$0	$47,486
MEGAN SMITH	SECRETARY	5.00	Officer	$0	$0	$0
JACKIE LAWHON	IMMEDIATE PAST CHAIR	5.00	Officer	$0	$0	$0
LARA EDWARD JULY - DEC	EXECUTIVE DIRECTOR	40.00	Officer	$29,021	$0	$29,021

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	No data	No data	No data	No data
2023	$2,178,368	$2,443,521	$3,387,777	$-265,153
2022	$1,527,607	$1,449,571	$3,584,998	$78,036
2021	$1,363,219	$1,287,606	$2,128,943	$75,613
2020	$1,726,918	$1,541,155	$2,079,722	$185,763
2018	$1,520,300	$1,425,154	$1,971,869	$95,146

WAKULLA SENIOR CITIZENS COUNCIL INC