MONROE COMMUNITY SENIOR CENTER

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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

1971

Legal Domicile

Principal Officer

CRAIG HERTZ

Phone

3607946359

Tax Period

2024-07-01 to 2025-06-30

MONROE COMMUNITY SENIOR CENTER, founded in 1971, is a small nonprofit in the Human Services sector that reported $552K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $472K left a modest 14% surplus.

Mission

TO SUPPORT THE JOURNEY OF AGING BY ENRICHING THE LIVES OF OLDER ADULTS THROUGH SOCIAL CONNECTION, RECREATION, WELLNESS, LIFELONG LEARNING AND COMMUNITY ENGAGEMENT.

Program Service Accomplishments

Program 1

Expenses: $208,204 Revenue: $41,625

THE ORGANIZATION PROVIDES SOCIAL DEVELOPMENT, SENIOR RECREATION, CRAFT ACTIVITIES, TOURS AND OTHER SOCIAL ACTIVITIES, AS WELL AS MEALS FOR THE BENEFIT AND WELFARE OF SENIOR CITIZENS IN EAST SNOHOMISH...

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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 $427,170

Program Service Revenue $41,625

Investment Income $4,771

Other Revenue $78,171

TOTAL REVENUE $551,737

Expense Breakdown

Grants Paid $0

Salaries & Benefits $218,215

Fundraising Expenses $134,580

Program Expenses $208,204

Other Expenses $253,958

TOTAL EXPENSES $472,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$551,737	$478,321	+0.2%
Expenses	$472,173	$418,194	+0.1%
Net Income	$79,564	$60,127	+0.3%

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

125

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
JOHANNA KEEN	DIRECTOR	2.00	Director	$0	$0	$0
WENDY MCCUNE	DIRECTOR	2.00	Director	$0	$0	$0
MITCH RUTH	DIRECTOR	2.00	Director	$0	$0	$0
CRAIG HERTZ	PRESIDENT	3.00	Officer	$0	$0	$0
JOHN CHAMBERS	VICE PRESIDENT	2.00	Officer	$0	$0	$0
GAY RIFE	TREASURER	3.00	Officer	$0	$0	$0
JILL RUTH	SECRETARY	2.00	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
2025	$551,737	$472,173	$1,372,250	$79,564
2024	$478,321	$418,194	$1,201,156	$60,127
2023	$470,826	$503,569	$1,062,484	$-32,743
2022	$395,430	$405,645	$1,011,159	$-10,215
2021	$380,770	$290,032	$1,072,638	$90,738
2020	$261,301	$283,860	$830,318	$-22,559