Search and Care Inc

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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

1974

Legal Domicile

Principal Officer

AARON ROONEY

Phone

2122895300

Tax Period

2023-07-01 to 2024-06-30

Search and Care Inc, founded in 1974, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.3M exceeded revenue, resulting in a 13% operating deficit.

Mission

The mission is to seek out older people in the community who need assistance in managing life's daily activities or accessing essential services, and to provide them with the support and companionship they need to live with security and dignity in the manner they choose.

Program Service Accomplishments

Program 1

Expenses: $1,826,893 Revenue: $222,578

As part of a full spectrum of care management, Search & Care assists clients who apply for benefits and entitlements, arranges homecare & transportation, advocates in legal, health care and housing matters, provides bill paying & budgeting assistance, assesses mental health needs (referring to appropriate therapeutic providers), arranges for weekday & weekend meals, facilitates therapeutic group programs, offers surrogate family-like support for isolated elders who have few, if any, available family or friends, matches clients with volunteers who assist with shopping and escort clients to medical and other appointments, and augments agency services with graduate occupational therapy and nursing interns who assist with nutritional assessments, blood pressure checks, home safety, emergency preparedness and socialization.

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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 $1,571,923

Program Service Revenue $222,578

Investment Income $250,830

Other Revenue $0

TOTAL REVENUE $2,045,331

Expense Breakdown

Grants Paid $52,098

Salaries & Benefits $1,715,581

Fundraising Expenses $251,948

Program Expenses $1,826,893

Other Expenses $553,630

TOTAL EXPENSES $2,321,309

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,045,331	$1,820,755	+0.1%
Expenses	$2,321,309	$2,225,930	+0.0%
Net Income	$-275,978	$-405,175	-0.3%

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

$164,256

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alexander Cochran	Vice President	5.00	Officer Director	$0	$0	$0
Caroline M Tripp	Director	3.00	Director	$0	$0	$0
Neil E Botwinoff	Secretary	5.00	Officer Director	$0	$0	$0
J Peyton Carr	Director	3.00	Director	$0	$0	$0
Brian Boye	Director	3.00	Director	$0	$0	$0
Margaret Diaz-Cruz	Director	3.00	Director	$0	$0	$0
Suzanne Goldhirsch	Director	3.00	Director	$0	$0	$0
Barbara D Hayes	Director	3.00	Director	$0	$0	$0
Ann Hall Kaplan	Director	3.00	Director	$0	$0	$0
B Hunt Lawrence	Director	3.00	Director	$0	$0	$0
Kathleen B Linburn	Director	3.00	Director	$0	$0	$0
Nadine Kassouf Sayegh	Director	3.00	Director	$0	$0	$0
Orla Coleman	President	20.00	Officer Director	$0	$0	$0
Claudia G Thompson	Director	3.00	Director	$0	$0	$0
Kate A Karet	Director	3.00	Director	$0	$0	$0
Bernadette Cruz	Director	3.00	Director	$0	$0	$0
Catherine Sillie	Director	3.00	Director	$0	$0	$0
Matthew James	Treasurer	3.00	Officer Director	$0	$0	$0
Jacques Anderson	Director	3.00	Director	$0	$0	$0
Gerry Paul	Director	3.00	Director	$0	$0	$0
Nina Summers Myers	Director	3.00	Director	$0	$0	$0
AARON ROONEY	Executive Director	40.00	Officer	$163,308	$948	$164,256

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	$2,045,331	$2,321,309	$7,136,621	$-275,978
2023	$1,820,755	$2,225,930	$7,285,079	$-405,175
2022	$2,452,758	$1,742,870	$6,045,822	$709,888
2021	$1,882,029	$1,503,694	$6,363,156	$378,335
2020	$1,761,409	$1,429,190	$5,420,476	$332,219
2019	$1,424,154	$1,352,731	$4,827,353	$71,423