LAKE COUNTY SENIOR CITIZENS ASSOCI… - Form 990 Financial Data

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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

1982

Legal Domicile

Principal Officer

ANDREA WISHART

Phone

5419474966

Tax Period

2025-01-01 to 2025-12-31

LAKE COUNTY SENIOR CITIZENS ASSOCIATION, founded in 1982, is a small nonprofit in the Human Services sector that reported $878K in total revenue in fiscal year 2025. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $193K, a strong 22% operating margin.

Mission

To Provide Services, Energy, Assistance, and Meals on Wheels to local Seniors and other low income individuals in need.

Program Service Accomplishments

Program 1

Expenses: $72,098 Revenue: $288,324

Senior Citizen Transportation Service

Program 2

Expenses: $13,846 Revenue: $10,572

Provide meals to seniors and other low income citizens

Program 3

Revenue: $58,471

Thrift Shop

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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 (2025)

Revenue Breakdown

Contributions & Grants $443,886

Program Service Revenue $431,474

Investment Income $14

Other Revenue $2,319

TOTAL REVENUE $877,693

Expense Breakdown

Grants Paid $0

Salaries & Benefits $403,961

Fundraising Expenses $0

Program Expenses $85,944

Other Expenses $280,320

TOTAL EXPENSES $684,281

Year-over-Year Comparison

	2025	2024	Change
Revenue	$877,693	$1,087,551	-0.2%
Expenses	$684,281	$753,736	-0.1%
Net Income	$193,412	$333,815	-0.4%

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

N/A

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

$72,693

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHREE MORGAN	BOARD MEMBER	1	Director	$0	$0	$0
BARBARA MOSS	BOARD MEMBER	1	Director	$0	$0	$0
ANDREA WISHART	DIRECTOR	40	Director	$72,693	$0	$72,693
ANNIE DOBRA	BOARD MEMBER	1	Director	$0	$0	$0
WANDA NORGARD	BOARD MEMBER	1	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
2025	$877,693	$684,281	$1,052,063	$193,412
2024	$1,087,551	$753,736	$842,013	$333,815
2023	$1,303,711	$1,223,281	$511,558	$80,430
2022	$624,035	$613,443	$691,108	$10,592
2021	$569,453	$564,612	$682,553	$4,841
2020	$471,443	$491,287	$648,354	$-19,844

LAKE COUNTY SENIOR CITIZENS ASSOCIATION