HALE CENTER SENIOR CITIZENS ASSOC (EIN 751865523) - 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

EUGENE CARTER

Tax Period

2019-10-01 to 2020-09-30

HALE CENTER SENIOR CITIZENS ASSOC, founded in 1975, is a small nonprofit in the Human Services sector that reported $178K in total revenue in fiscal year 2019. Expenses of $157K left a modest 12% surplus.

Mission

SENIOR CITIZENS 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 (2019)

Revenue Breakdown

Contributions & Grants $173,531

Program Service Revenue $4,533

Investment Income $0

Other Revenue $0

TOTAL REVENUE $178,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,422

Fundraising Expenses $1,959

Program Expenses $154,901

Other Expenses $80,438

TOTAL EXPENSES $156,860

Year-over-Year Comparison

	2019	2018	Change
Revenue	$178,064	$172,758	+0.0%
Expenses	$156,860	$172,825	-0.1%
Net Income	$21,204	$-67	-317.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EUGENE CARTER	PRESIDENT	5.00	Officer Director	$0	$0	$0
EDNA CARGILL	DIRECTOR	5.00	Director	$0	$0	$0
BILL GARY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
PEGGY SHAVER	DIRECTOR	5.00	Director	$0	$0	$0
PAT HERNANDEZ	DIRECTOR	5.00	Director	$0	$0	$0
MERANDA SIERRA	SECRETARY	5.00	Officer Director	$0	$0	$0
LLOYD LOUTHAN	DIRECTOR	5.00	Director	$0	$0	$0
SILAS SHORT	DIRECTOR	5.00	Director	$0	$0	$0
NED PHILLIPS	DIRECTOR	5.00	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
2020	$178,064	$156,860	$61,626	$21,204
2019	$172,758	$172,825	$40,422	$-67
2018	$163,119	$154,606	$41,294	$8,513

HALE CENTER SENIOR CITIZENS ASSOC