Willow Area Seniors Incorporated (EIN 920146739) - Form 990 Financial Analysis & Trantor Score

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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

2005

Legal Domicile

Phone

9073738527

Tax Period

2023-01-01 to 2023-12-31

Willow Area Seniors Incorporated, founded in 2005, is a micro nonprofit in the Human Services sector that reported $18K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $104K exceeded revenue, resulting in a 478% operating deficit.

Mission

Low cost Senior Housing in a rural community

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $289

Other Revenue $17,754

TOTAL REVENUE $18,043

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $104,241

Program Expenses $104,241

Other Expenses $104,241

TOTAL EXPENSES $104,241

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,043	$14,068	+0.3%
Expenses	$104,241	$104,241	N/A
Net Income	$-86,198	$-90,173	0.0%

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

N/A

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

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Doyle E Holmes	Chairman	Officer	$0	$0	$0
Mark Merrill	vice chair	Officer	$0	$0	$0
BJ Eldred	Housing Director	Officer	$0	$0	$0
Debra Holmes	Treasurer	Officer	$0	$0	$0
Jack McCarl	Board member	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
2024	No data	No data	No data	No data
2023	$18,043	$104,241	$1,532,347	$-86,198
2022	$14,068	$104,241	$1,638,668	$-90,173
2021	$13,165	$104,241	$1,751,267	$-91,076

Willow Area Seniors Incorporated