UPPER KITTITAS COUNTY 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

1991

Legal Domicile

Principal Officer

Patty Nelson

Phone

5096747530

Tax Period

2024-01-01 to 2024-12-31

UPPER KITTITAS COUNTY SENIOR CENTER, founded in 1991, is a small nonprofit in the Human Services sector that reported $338K in total revenue in fiscal year 2024. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 16% operating margin.

Mission

Enhance the well being of older adults through a range of programs and services that enrich their physical, mental and social quality of life

Program Service Accomplishments

Program 1

Expenses: $122,156 Revenue: $337,908

Food Service Program

Program 2

Expenses: $0 Revenue: $0

Facility use for agency, community organizations and private events

Program 3

Expenses: $0 Revenue: $0

Grants and fundraising for operational expenses, senior services and programs

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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 $157,466

Program Service Revenue $155,794

Investment Income $7,069

Other Revenue $17,577

TOTAL REVENUE $337,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $134,461

Fundraising Expenses $44,962

Program Expenses $122,156

Other Expenses $149,050

TOTAL EXPENSES $283,511

Year-over-Year Comparison

	2024	2023	Change
Revenue	$337,906	$176,055	+0.9%
Expenses	$283,511	$177,478	+0.6%
Net Income	$54,395	$-1,423	-39.2%

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

Total Directors

Key Employees

$122,737

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lori Nevin	Exec Director	40	Key Emp Highest	$70,487	$0	$70,487
Ross Roomano	Kitchen Manager	40	Key Emp	$43,756	$0	$43,756
Tabitha Rowe	Custodian	6	Key Emp	$5,160	$0	$5,160
Heidi Bierek	Custodian	30	Key Emp	$1,560	$0	$1,560
Andrea Baugh	Custodian	30	Key Emp	$1,004	$0	$1,004
Wayne Tenney	Bookkepper	8	Key Emp	$770	$0	$770
Patty Nelson	President	30.00	Officer Director	$0	$0	$0
Linda Libby	Vice President	20	Officer Director	$0	$0	$0
Cathie Moore	Board Member	20	Director	$0	$0	$0
Bob McGinnis	Board Member	20	Director	$0	$0	$0
Dorothy Wagsholm	Board Member	20	Director	$0	$0	$0
Judy Dunn	Board Member	20	Director	$0	$0	$0
Kathy Cox	Board Member	20	Director	$0	$0	$0
Linda Bullock	Board Member	20	Director	$0	$0	$0
Mary Vatheuer	Board Member	20	Director	$0	$0	$0
Nancy Loder	Board Member	20	Director	$0	$0	$0
Nancy Pague	Board Member	20	Director	$0	$0	$0
Linda Childs	Secretary	20	Officer	$0	$0	$0
Frank	Chef	1	Key Emp	$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	No data	No data	No data	No data
2024	$337,906	$283,511	$1,195,132	$54,395
2023	$176,055	$177,478	$1,136,405	$-1,423
2022	$131,819	$123,609	$1,056,060	$8,210
2021	$131,272	$114,291	$1,048,116	$16,981
2020	$136,913	$112,386	$1,030,555	$24,527