ST ANDREWS RESOURCES FOR SENIORS SYSTEM (EIN 260568133) - 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

2007

Legal Domicile

Principal Officer

BILL HOLMAN

Phone

3147260111

Tax Period

2023-06-01 to 2024-05-31

ST ANDREWS RESOURCES FOR SENIORS SYSTEM, founded in 2007, is a community nonprofit in the Human Services sector that reported $4.4M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum.

Mission

WE SERVE THE NEEDS OF THE ELDERLY POPULATION WITH HOUSING AND SUPPORT SERVICES.

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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 $788,409

Program Service Revenue $3,482,281

Investment Income $8,465

Other Revenue $88,672

TOTAL REVENUE $4,367,827

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $1,927,234

Fundraising Expenses $0

Program Expenses $3,844,532

Other Expenses $2,817,247

TOTAL EXPENSES $4,745,981

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,367,827	$3,368,876	+0.3%
Expenses	$4,745,981	$4,180,156	+0.1%
Net Income	$-378,154	$-811,280	-0.5%

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

$1,244,627

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN BRANDING	CHAIR (TERM END 11/23)	5.00	Officer Director	$0	$0	$0
REV KEVIN GREGORY	BOARD MEMBER	5.00	Director	$0	$0	$0
LINDA BANNISTER	BOARD MEMBER (TERM END)	5.00	Director	$0	$0	$0
REV RICHARD ELLERBRAKE	BOARD MEMBER	5.00	Director	$0	$0	$0
KAREN HARVEY	BOARD MEMBER	5.00	Director	$0	$0	$0
M ROBERT HILL MD	BOARD MEMBER	5.00	Director	$0	$0	$0
JOSEPHINE EZENWA	BOARD MEMBER	5.00	Director	$0	$0	$0
REV DR CRAIG HOWARD	SECRETARY	5.00	Officer Director	$0	$0	$0
KARL ASHMAN	VICE CHAIR	5.00	Officer Director	$0	$0	$0
RT REV DEON JOHNSON	BOARD MEMBER	5.00	Director	$0	$0	$0
LEO MACDONALD JR	BOARD MEMBER	5.00	Director	$0	$0	$0
DARCI MADDEN	CHAIR	5.00	Officer Director	$0	$0	$0
LISA CHESTNUT	BOARD MEMBER	5.00	Director	$0	$0	$0
STEVEN STOUT	TREASURER	5.00	Officer Director	$0	$0	$0
MARY ANN TILLMAN MD	BOARD MEMBER (TERM END)	5.00	Director	$0	$0	$0
ROSS OSIEK	BOARD MEMBER (TERM END 10/23)	5.00	Director	$0	$0	$0
MARK JORDAN	BOARD MEMBER	5.00	Director	$0	$0	$0
NESA JOSEPH	BOARD MEMBER	5.00	Director	$0	$0	$0
JANET LEIGH	CDO	33.00	Officer	$0	$1,191	$133,683
JOSEPH GIRARDI	CFO	33.00	Officer	$266,377	$20,491	$286,868
SUSAN LEONARD	CIO	33.00	Officer	$152,411	$13,375	$165,786
MAUREEN DUNN	CHIEF PERFORMANCE OFFICER	33.00	Officer	$177,930	$13,835	$191,765
BILL HOLMAN	PRESIDENT & CEO	33.00	Officer	$421,614	$44,911	$466,525
RICHARD MONEY	REGIONAL DIRECTOR	39.00	Highest	$159,089	$34,473	$193,562
KIM HENDERSON	CLINICAL DIRECTOR	40.00	Highest	$134,347	$13,050	$147,397
MARY PROST	INFORMATICS SPECIALIST	40.00	Highest	$110,347	$12,618	$122,965

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	$4,367,827	$4,745,981	$4,124,084	$-378,154
2023	$3,368,876	$4,180,156	$3,768,981	$-811,280
2022	$3,391,345	$3,502,521	$2,885,965	$-111,176
2021	$3,534,458	$5,555,319	$1,691,030	$-2,020,861
2020	$3,981,006	$3,836,093	$3,259,062	$144,913
2019	$3,898,926	$3,208,307	$2,753,728	$690,619
2018	$3,390,254	$3,012,033	$2,966,973	$378,221

ST ANDREWS RESOURCES FOR SENIORS SYSTEM