WIDOWED PERSONS ASSOCIATION OF CALIFORNIA INC- SACRAMENTO CHAPTER 1 (EIN 943011953) - 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

2002

Legal Domicile

Phone

9169729722

Tax Period

2024-01-01 to 2024-12-31

WIDOWED PERSONS ASSOCIATION OF CALIFORNIA INC- SACRAMENTO CHAPTER 1, founded in 2002, is a small nonprofit in the Mental Health sector that reported $672K in total revenue in fiscal year 2024. Revenue surged 258% from the prior year, signaling strong growth momentum. The organization ran a surplus of $496K, a strong 74% operating margin.

Mission

THE WIDOWED PERSON'S ASSOCIATION OF CALIFORNIA, INC. WAS ORGANIZED TO PROMOTE THE WELL BEING OF WIDOWED PERSONS IN THE STATE OF CALIFORNIA BY PROVING EDUCATIONAL AND SOCIAL SERVICES THAT HELP WIDOWED PEOPLE COPE AND ENRICH THEIR LIVES AFTER THE DEATH OF A SPOUSE OR A LOVED ONE.

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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 $548,195

Program Service Revenue $108,990

Investment Income $14,007

Other Revenue $658

TOTAL REVENUE $671,850

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,017

Program Expenses $148,674

Other Expenses $175,399

TOTAL EXPENSES $175,399

Year-over-Year Comparison

	2024	2023	Change
Revenue	$671,850	$187,840	+2.6%
Expenses	$175,399	$149,043	+0.2%
Net Income	$496,451	$38,797	+11.8%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAUDIA EZZELL	President	20.00	Officer	$0	$0	$0
BARBIE STEWART	Vice President	6.00	Officer	$0	$0	$0
JOANNE MAVES	Secretary	6.00	Officer	$0	$0	$0
PATRICIA WILSON	Treasurer	10.00	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
2025	No data	No data	No data	No data
2024	$671,850	$175,399	$759,500	$496,451
2023	$187,840	$149,043	$264,169	$38,797
2019	$206,163	$172,155	$219,320	$34,008
2018	$260,002	$201,232	$185,098	$58,770

WIDOWED PERSONS ASSOCIATION OF CALIFORNIA INC- SACRAMENTO CHAPTER 1