Wenatchee Valley Senior Activity Center

EIN: 911155033 501(c)(3) Human Services

Wenatchee, WA

Total Revenue
$896,331
Total Expenses
$775,342
Total Assets
$2,096,882
Net Assets
$1,913,835
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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
1973
Legal Domicile
WA
Principal Officer
Lisa Blair
Phone
5096627036
Tax Period
2024-01-01 to 2024-12-31

Wenatchee Valley Senior Activity Center, founded in 1973, is a small nonprofit in the Human Services sector that reported $896K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $775K left a modest 13% surplus.

Mission

A private not-for-profit organization that promotes general welfare of the older adults of the Wenatchee Valley

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $337,217
Program Service Revenue $98,046
Investment Income $76,034
Other Revenue $385,034
TOTAL REVENUE $896,331

Expense Breakdown

Grants Paid $0
Salaries & Benefits $374,127
Fundraising Expenses $12,104
Program Expenses $125,291
Other Expenses $401,215
TOTAL EXPENSES $775,342

Year-over-Year Comparison

2024 2023 Change
Revenue $896,331 $737,701 +0.2%
Expenses $775,342 $733,973 +0.1%
Net Income $120,989 $3,728 +31.5%
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

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Governance

Voting Members
13
Independent Members
13
Employees
28
Volunteers
15

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
4
$76,403
Total Directors
14
$76,403
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lisa Blair Executive Dir. 40.00
Officer Director
$76,403 $0 $76,403
Dave Tosch Board Member 1.00
Director
$0 $0 $0
Hal Turner Past Chairman 1.00
Director
$0 $0 $0
Jim Tarbert Board Member 1.00
Director
$0 $0 $0
Rosalie Richardson Chairman 1.00
Officer Director
$0 $0 $0
Tamara Steffen Board Member 1.00
Director
$0 $0 $0
Margie Vincent 2nd Vice-Chair 1.00
Officer Director
$0 $0 $0
Steve Kaster Board Member 1.00
Director
$0 $0 $0
Melanie Salter Board Member 1.00
Director
$0 $0 $0
Pam McGhee 1st Vice-Chair 1.00
Director
$0 $0 $0
Kathy Bruno Board Member 1.00
Director
$0 $0 $0
Erin Cass Board Member 1.00
Director
$0 $0 $0
Darrell Dickeson Board Member 1.00
Director
$0 $0 $0
Karin Kristjanson Secretary 1.00
Officer 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
2024 $896,331 $775,342 $2,096,882 $120,989
2023 $737,701 $733,973 $1,965,651 $3,728
2022 $448,141 $729,193 $1,896,737 $-281,052
2021 $490,617 $554,150 $2,248,956 $-63,533
2020 $505,841 $562,291 $2,248,550 $-56,450
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