WAVERLY SENIOR SERVICES

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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

2023

Legal Domicile

Principal Officer

THOMAS P GARVIN

Phone

6106458600

Tax Period

2023-03-07 to 2023-12-31

WAVERLY SENIOR SERVICES, founded in 2023, is a community nonprofit in the Animal-Related sector that reported $1.3M in total revenue in fiscal year 2023.

Mission

TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE SUPPORTED ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $1,221,471 Revenue: $1,289,182

TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF THE SUPPORTED ORGANIZATIONS.

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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 $1,289,182

Investment Income $0

Other Revenue $150

TOTAL REVENUE $1,289,332

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,221,471

Fundraising Expenses $0

Program Expenses $1,221,471

Other Expenses $95,453

TOTAL EXPENSES $1,316,924

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,289,332	N/A	N/A
Expenses	$1,316,924	N/A	N/A
Net Income	$-27,592	N/A	N/A

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

$1,103,493

Total Directors

Key Employees

$630,413

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS P GARVIN	PRESIDENT & CEO	22.00	Officer	$207,903	$32,466	$692,968
ROBERT L SUPPER	SENIOR VP OF FINANCE & CFO	22.00	Officer	$133,704	$25,640	$410,525
MEREDITH FEHER	SENIOR VP OF HEALTH CARE SVCS.	22.50	Key Emp	$102,546	$31,614	$336,568
PATRICIA RODGERS	VP, DIR. OF OPS., WAVERLY CARE	0.25	Key Emp	$85,953	$25,293	$293,845
STEVEN D KIRKPATRICK	CHAIR	1.00	Officer Director	$0	$0	$0
ANNE N CONROY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD E BAUER	TRUSTEE	1.00	Director	$0	$0	$0
DONALD R FLEISCHER	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA GILBERT	TRUSTEE	1.00	Director	$0	$0	$0
CAROL GRAY	TRUSTEE	1.00	Director	$0	$0	$0
HOWARD L MEYERS	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT L ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
AMBASSADOR KATHERINE SHIRLEY	TRUSTEE	1.00	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	No data	No data	No data	No data
2023	$1,289,332	$1,316,924	$979,720	$-27,592