SERVING OLDER ADULTS THROUGH CHANGING TI (EIN 311385721) - 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

1993

Legal Domicile

Principal Officer

VERNISHA FINCH

Phone

5138612790

Tax Period

2025-01-01 to 2025-12-31

SERVING OLDER ADULTS THROUGH CHANGING TI, founded in 1993, is a community nonprofit in the Human Services sector that reported $3.6M in total revenue in fiscal year 2025. Revenue surged 1714% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 90% operating margin.

Mission

SERVING OLDER ADULTS THROUGH PROGRAMMING, SERVICES, AND SPONSORING OF EVENTS TO UPLIFT OLDER ADULTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $3,368,568

Program Service Revenue $55,996

Investment Income $9,662

Other Revenue $149,778

TOTAL REVENUE $3,584,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,868

Fundraising Expenses $0

Program Expenses $268,382

Other Expenses $312,662

TOTAL EXPENSES $371,530

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,584,004	$197,600	+17.1%
Expenses	$371,530	$353,419	+0.1%
Net Income	$3,212,474	$-155,819	-21.6%

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

N/A

Volunteers

N/A

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

$15,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA JONES MITCHELL	AGING CONSULTANT	25.00	Director	$15,000	$0	$15,000
KATHERINE JONES-HOCKER	BOARD MEMBER	2.00	Director	$0	$0	$0
DEONICA JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
CYNTHIA TURNBOW	BOARD MEMBER	2.00	Director	$0	$0	$0
HOWARD KELLOG	BOARD MEMBER	2.00	Director	$0	$0	$0
VICTORIA STRAUGHN	BOARD MEMBER	2.00	Director	$0	$0	$0
KARISSA JONES	TREASURER	2.00	Officer Director	$0	$0	$0
YVONNE HOWARD	SECRETARY	2.00	Officer Director	$0	$0	$0
CAROL BROWN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LILLIEANN SMITH KNOX	PRESIDENT	2.00	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
2025	$3,584,004	$371,530	$3,266,974	$3,212,474
2024	$197,600	$353,419	$54,500	$-155,819
2023	$254,794	$368,253	$210,319	$-113,459
2022	$338,852	$366,360	$323,778	$-27,508
2021	$303,537	$224,713	$407,296	$78,824
2021	$477,037	$224,713	$407,296	$252,324
2020	$304,703	$157,200	$189,781	$147,503
2019	$531,307	$542,599	$86,381	$-11,292
2018	$542,902	$542,902	$97,673	No data

SERVING OLDER ADULTS THROUGH CHANGING TI