SOURCEPOINT (EIN 311354284) - 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

1992

Legal Domicile

Principal Officer

BRITTANY MAUFORT

Phone

7403636677

Tax Period

2024-01-01 to 2024-12-31

SOURCEPOINT, founded in 1992, is a mid-sized nonprofit in the Human Services sector that reported $15.2M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $14.2M left a modest 7% surplus.

Mission

THE MISSION OF SOURCEPOINT IS TO HELP OUR COMMUNITY SET A COURSE TO LIVE WELL AFTER 55.

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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 $13,135,753

Program Service Revenue $1,512,713

Investment Income $571,570

Other Revenue $-7,831

TOTAL REVENUE $15,212,205

Expense Breakdown

Grants Paid $429,900

Salaries & Benefits $6,520,564

Fundraising Expenses $125,672

Program Expenses $12,472,163

Other Expenses $7,202,569

TOTAL EXPENSES $14,153,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,212,205	$13,369,684	+0.1%
Expenses	$14,153,033	$13,305,456	+0.1%
Net Income	$1,059,172	$64,228	+15.5%

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

125

Volunteers

731

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

$395,260

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDY BOURNIQUE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM BILL BROWN	DIRECTOR	1.00	Director	$0	$0	$0
ADRIENNE CORBETT	DIRECTOR	1.00	Director	$0	$0	$0
RON FANTOZZI	DIRECTOR	1.00	Director	$0	$0	$0
BETH FLIGNER	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAMELA FOSTER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ALICE FRAZIER	PRESIDENT	1.00	Director	$0	$0	$0
LIZ GITTER	SECRETARY	1.00	Director	$0	$0	$0
ANNIE HORSTMAN	DIRECTOR	1.00	Director	$0	$0	$0
WREN KRUSE	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS MOWREY	TREASURER	1.00	Director	$0	$0	$0
JOANN RICHARDS	DIRECTOR	1.00	Director	$0	$0	$0
GRETCHEN ROBERTS	PAST PRESIDENT / DIRECTOR	1.00	Director	$0	$0	$0
JANE TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL TUCKER	DIRECTOR	1.00	Director	$0	$0	$0
ROGER VAN SICKLE	DIRECTOR	1.00	Director	$0	$0	$0
JODI WEGMILLER	DIRECTOR	1.00	Director	$0	$0	$0
FARA WAUGH	CHIEF EXECUTIVE OFFICER	40.00	Officer	$198,014	$37,471	$235,485
TIM PATTON	CHIEF FINANCIAL OFFICER	40.00	Officer	$92,838	$18,467	$111,305
BRITTANY MAUFORT	CHIEF FINANCIAL OFFICER	40.00	Officer	$47,962	$508	$48,470

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	$15,212,205	$14,153,033	$17,615,709	$1,059,172
2023	$13,369,684	$13,305,456	$16,293,567	$64,228
2022	$12,383,634	$12,435,768	$15,627,668	$-52,134
2021	$12,064,501	$11,250,933	$16,678,787	$813,568
2020	$12,738,099	$10,632,403	$13,498,757	$2,105,696
2019	$11,417,092	$11,151,883	$11,286,955	$265,209
2018	$10,454,234	$10,340,738	$10,377,397	$113,496

SOURCEPOINT