Greater San Marcos Area Senior Asso

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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

1996

Legal Domicile

Principal Officer

Clayton De Stefano

Phone

5123922900

Tax Period

2025-01-01 to 2025-12-31

Greater San Marcos Area Senior Asso, founded in 1996, is a small nonprofit in the Human Services sector that reported $247K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $212K left a modest 14% surplus.

Mission

Provides services and programs for the San Marcos, Texas

Program Service Accomplishments

Program 1

Expenses: $181,330 Revenue: $0

Provide services for the needs and benefits of all segments of San Marcos and the surrounding communities through daily, weekly, and monthly classes and activities

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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 (2025)

Revenue Breakdown

Contributions & Grants $121,460

Program Service Revenue $122,482

Investment Income $3,278

Other Revenue $108

TOTAL REVENUE $247,328

Expense Breakdown

Grants Paid $0

Salaries & Benefits $129,178

Fundraising Expenses $0

Program Expenses $181,330

Other Expenses $82,533

TOTAL EXPENSES $211,711

Year-over-Year Comparison

	2025	2024	Change
Revenue	$247,328	$224,236	+0.1%
Expenses	$211,711	$224,821	-0.1%
Net Income	$35,617	$-585	-61.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joan Nagel	President	4.00	Officer Director	$0	$0	$0
Anna Broome	Vice President	1.00	Officer Director	$0	$0	$0
Annie Teehan	Secretary	2.00	Officer Director	$0	$0	$0
John Mark Piersol	Treasurer	1.00	Officer Director	$0	$0	$0
Kyong Hee Chee	Director	1.00	Director	$0	$0	$0
Garrie Borden	Director	3.00	Director	$0	$0	$0
Tammy Gonzales	Director	1.00	Director	$0	$0	$0
Dwonna Goldstone	Director	1.00	Director	$0	$0	$0
Brent Salone	Director	1.00	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
2025	$247,328	$211,711	$651,028	$35,617
2024	$224,236	$224,821	$610,788	$-585
2023	$236,225	$177,008	$613,370	$59,217
2022	$154,446	$164,290	$554,586	$-9,844
2021	$202,388	$155,565	$563,629	$46,823