YOUNG AT HEART SENIOR CITIZENS CEN… - Form 990 Financial Data

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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

1977

Legal Domicile

Principal Officer

MISTY WILSON

Phone

3073526737

Tax Period

2024-07-01 to 2025-06-30

YOUNG AT HEART SENIOR CITIZENS CENTER, founded in 1977, is a community nonprofit in the Human Services sector that reported $2.3M in total revenue in fiscal year 2024. Expenses of $2.2M left a modest 5% surplus.

Mission

WE ARE DEDICATED TO PROVIDING COMPASSIONATE, PERSON-CENTERED SERVICES THAT NURTURE THE BODY, MIND AND SPIRIT OF OUR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $801,188 Revenue: $187,362

MEALS PROGRAM - SERVES NUTRITIONAL MEALS TO HOME BOUND SENIOR CITIZENS. EACH DELIVERY INCLUDES LIGHT SOCIAL INTERACTION AND A WELLNESS CHECK, GIVING FAMILIES PEACE OF MIND AND HELPING US ENSURE THAT...

Program 2

Expenses: $660,519 Revenue: $701,262

EARLY LEARNING CENTER - THIS IS AN ESSENTIAL COMMUNITY RESOURCE AND AN INTEGRAL PART OF THE PROGRAMS WE OFFER. IT PROVIDES A SAFE, NURTURING, AND DEVELOPMENTALLY RICH ENVIRONMENT WHERE YOUNG CHILDREN CAN LEARN, GROW, AND THRIVE. WE FOCUS ON THE WHOLE CHILD - SUPPORTING COGNITIVE, SOCIAL-EMOTIONAL, AND PHYSICAL DEVELOPMENT THROUGH STRUCTURED LEARNING EXPERIENCES AND PLAY-BASED EXPLORATION.

Program 3

Expenses: $178,172 Revenue: $185,663

ADULT HOME HEALTH CARE - TO PROVIDE IN-THE-HOME HEALTH, NURSING, AND DOMESTIC SERVICES AND TO PROMOTE PHYSICAL FITNESS AND DISEASE PREVENTION. THROUGH THIS PROGRAM, WE PROVIDE ASSISTANCE WITH...

ADULT HOME HEALTH CARE - TO PROVIDE IN-THE-HOME HEALTH, NURSING, AND DOMESTIC SERVICES AND TO PROMOTE PHYSICAL FITNESS AND DISEASE PREVENTION. THROUGH THIS PROGRAM, WE PROVIDE ASSISTANCE WITH MEDICATION MANAGEMENT, WOUND CARE, MONITORING OF CHRONIC CONDITIONS, AND POST-HOSPITAL RECOVERY 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 (2024)

Revenue Breakdown

Contributions & Grants $1,125,071

Program Service Revenue $1,074,287

Investment Income $30,924

Other Revenue $58,847

TOTAL REVENUE $2,289,129

Expense Breakdown

Grants Paid $27,893

Salaries & Benefits $1,461,892

Fundraising Expenses $256

Program Expenses $1,639,879

Other Expenses $682,898

TOTAL EXPENSES $2,172,683

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,289,129	$2,370,597	0.0%
Expenses	$2,172,683	$2,064,889	+0.1%
Net Income	$116,446	$305,708	-0.6%

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

$73,497

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAWRENCE DICKSON	CHAIRMAN	2.00	Officer Director	$0	$0	$0
TIFFANY MARSHALL	SECRETARY	2.00	Officer Director	$0	$0	$0
KEVIN MALONEY	TREASURER	1.00	Officer Director	$0	$0	$0
WANDA BOBO	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA FINK	DIRECTOR	1.00	Director	$0	$0	$0
RANDY HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
MARY SUE RIGGS	DIRECTOR	1.00	Director	$0	$0	$0
JANET TANNER	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY WOODWARD	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE LOREDO-VAZQUEZ	EXECUTIVE DIRECTOR	40.00	Officer	$62,389	$11,108	$73,497

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	$2,289,129	$2,172,683	$1,495,253	$116,446
2024	$2,370,597	$2,064,889	$1,377,732	$305,708
2023	$2,778,508	$2,400,880	$1,016,726	$377,628
2022	$1,769,282	$1,838,753	$653,195	$-69,471
2021	$2,095,335	$1,716,229	$760,072	$379,106
2020	$1,621,505	$1,588,121	$357,650	$33,384
2019	$1,666,182	$1,602,004	$339,492	$64,178
2018	$1,827,499	$1,777,434	$294,948	$50,065

YOUNG AT HEART SENIOR CITIZENS CENTER