WIMBERLEY SENIOR CITIZENS ACTIVITIES INC (EIN 742262649) - 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

1986

Legal Domicile

Principal Officer

JAN FITZHUGH

Phone

5128471781

Tax Period

2024-01-01 to 2024-12-31

WIMBERLEY SENIOR CITIZENS ACTIVITIES INC, founded in 1986, is a small nonprofit in the Human Services sector that reported $154K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $196K exceeded revenue, resulting in a 27% operating deficit.

Mission

TO OPERATE A COMMUNITY THRIFT STORE FOR THE BENEFIT OF SENIOR CITIZENS AND TO SUPPORT OTHER CHARITABLE AND EDUCATION PROJECTS FOR THE BENEFIT OF THE COMMUNITY

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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 $19,350

Program Service Revenue $128,885

Investment Income $5,437

Other Revenue $0

TOTAL REVENUE $153,672

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,558

Fundraising Expenses $0

Program Expenses $195,856

Other Expenses $58,298

TOTAL EXPENSES $195,856

Year-over-Year Comparison

	2024	2023	Change
Revenue	$153,672	$185,347	-0.2%
Expenses	$195,856	$189,639	+0.0%
Net Income	$-42,184	$-4,292	+8.8%

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

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

$42,340

Total Directors

$42,340

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VELMA MORALES	DIRECTOR	4.00	Officer Director	$42,340	$0	$42,340
GRANT BUCK	BOARD MEMBER	2.00	Director	$0	$0	$0
JAN FITZHUGH	PRESIDENT	4.00	Officer Director	$0	$0	$0
BILL KAMMERER	TREASURER	4.00	Officer Director	$0	$0	$0
MICHELLE MANNING	MEMBER AT LA	2.00	Director	$0	$0	$0
SHEILA MANNING	SECRETARY	2.00	Officer Director	$0	$0	$0
LESLIE STARR	MEMBER AT LA	2.00	Director	$0	$0	$0
GWEN WILKINSON	MEMBER AT LA	2.00	Director	$0	$0	$0
JANE WYATT	BOARD MEMBER	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
2024	$153,672	$195,856	$499,488	$-42,184
2023	$185,347	$189,639	$544,006	$-4,292
2022	$164,409	$175,303	$548,198	$-10,894
2021	$310,959	$147,636	$608,315	$163,323

WIMBERLEY SENIOR CITIZENS ACTIVITIES INC