South Franklin Circle (EIN 251924636) - 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

2004

Legal Domicile

Principal Officer

Kendra Urdzik

Phone

4404578280

Tax Period

2023-01-01 to 2023-12-31

South Franklin Circle, founded in 2004, is a mid-sized nonprofit in the Human Services sector that reported $20.2M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TO CREATE A CARING COMMUNITY FOR OLDER ADULTS FOR CONNECTION, ENGAGEMENT AND SUPPORT.

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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 $1,006,995

Program Service Revenue $18,865,310

Investment Income $270,570

Other Revenue $41,093

TOTAL REVENUE $20,183,968

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,240,865

Fundraising Expenses $0

Program Expenses $17,453,927

Other Expenses $14,918,227

TOTAL EXPENSES $20,159,092

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,183,968	$17,548,058	+0.2%
Expenses	$20,159,092	$19,483,485	+0.0%
Net Income	$24,876	$-1,935,427	-1.0%

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

126

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

$946,452

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENDRA URDZIK	CEO	15.0	Officer	$0	$6,739	$388,768
BRIAN WASSIL	VP OF FINANCE JSI/CFO	15.0	Officer	$0	$4,440	$219,480
CINDY STRUK	VP OF HEALTH SERVICES/CHCO	15.0	Officer	$0	$4,399	$206,270
DIANNA HUCKESTEIN	VP OF MARKETING & SALES	16.0	Highest	$0	$3,835	$180,596
WILLIAM E FEHRENBACH	VP of Project Management	20.0	Highest	$0	$3,847	$179,654
LUCY JENNINGS	AIDE	86.0	Highest	$154,294	$2,989	$157,283
CATHERINE OKOKO	AIDE	75.75	Highest	$130,410	$2,747	$133,157
TIFFANY COOPER	VP S. FRANKLIN	40.0	Officer	$129,084	$2,850	$131,934
JOAN RIEDE	DIRECTOR OF SALES, S. FRANKLIN	40.0	Highest	$125,456	$2,703	$128,159
SONJA C RAJKI	TRUSTEE	1.0	Director	$0	$0	$0
DOUGLAS WANG	CHAIR	1.0	Officer Director	$0	$0	$0
SAMUEL S HARTWELL	TRUSTEE	1.0	Officer Director	$0	$0	$0
BARBARA L HAWLEY	SECRETARY	1.0	Officer Director	$0	$0	$0
JAY CHIP AUWERTER	TRUSTEE	1.0	Director	$0	$0	$0
TIMOTHY REYNOLDS	TREASURER	1.0	Officer Director	$0	$0	$0
JUDY BODENHAMER	TRUSTEE	1.0	Director	$0	$0	$0
THOMAS NOBBE	VICE CHAIR	1.0	Officer Director	$0	$0	$0
KEVIN B SHAW	TRUSTEE	1.0	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	$20,183,968	$20,159,092	$109,430,900	$24,876
2022	$17,548,058	$19,483,485	$114,018,036	$-1,935,427
2021	$17,611,481	$18,300,425	$119,628,647	$-688,944
2020	$12,153,757	$18,444,655	$120,698,509	$-6,290,898
2019	$16,780,038	$18,395,258	$126,813,456	$-1,615,220
2018	$15,831,168	$18,380,633	$132,099,765	$-2,549,465

South Franklin Circle