Plano Senior Center Council

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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

1989

Legal Domicile

Principal Officer

John J Checki Jr

Phone

9728163961

Tax Period

2019-01-01 to 2019-12-31

Plano Senior Center Council, founded in 1989, is a micro nonprofit in the Recreation & Sports sector that reported $3K in total revenue in fiscal year 2019. The organization ran a surplus of $779, a strong 24% operating margin.

Mission

The mission of the Council is to support Plano Senior Center for adults age 50

Program Service Accomplishments

Program 1

Expenses: $2,465

The Fall Festival and Holiday Luncheon are the two main sources of

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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 $0

Program Service Revenue $3,230

Investment Income $14

Other Revenue $0

TOTAL REVENUE $3,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,900

Program Expenses $2,465

Other Expenses $2,465

TOTAL EXPENSES $2,465

Year-over-Year Comparison

	2019	2018	Change
Revenue	$3,244	N/A	N/A
Expenses	$2,465	N/A	N/A
Net Income	$779	N/A	N/A

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

N/A

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
Gloria Marsh	President	5	Officer	$0	$0	$0
Paula Kindred	Vice President	3	Officer	$0	$0	$0
Sarah Binion	Secretary	5	Officer	$0	$0	$0
John J Checki	Treasurer	5	Officer	$0	$0	$0
Linda LeBlanc	Member	2	Officer	$0	$0	$0
Kathleen Brook	Member	2	Officer	$0	$0	$0
Rebecca Horn	Member	2	Officer	$0	$0	$0
Eric Berman	Member	2	Officer	$0	$0	$0
Jim Hitt	Member	2	Officer	$0	$0	$0
Rainey Krev	Member	5	Officer	$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
2019	$3,244	$2,465	$30,944	$779