SUPPORTING OLDER ADULTS THROUGH RESOURCES INC (EIN 463716967) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

JUDITH LANCASTER

Phone

2405759665

Tax Period

2024-01-01 to 2024-12-31

SUPPORTING OLDER ADULTS THROUGH RESOURCES INC, founded in 2013, is a small nonprofit in the Unknown sector that reported $474K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $73K, a strong 15% operating margin.

Mission

SERVING AND ASSISTING SENIOR CITIZENS IN FREDERICK COUNTY, MARYLAND WITH FINANCIAL ASSISTANCE NECESSARY FOR TRANSPORTATION, ACCESS TO MEDICAL AND DENTAL PROVIDERS, ASSISTANCE FOR AGING IN PLACE, AND THE TREATMENT OF SUBSTANCE ABUSE DISORDERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $341,530

Program Service Revenue $0

Investment Income $14

Other Revenue $132,921

TOTAL REVENUE $474,465

Expense Breakdown

Grants Paid $0

Salaries & Benefits $163,278

Fundraising Expenses $33,997

Program Expenses $355,924

Other Expenses $238,434

TOTAL EXPENSES $401,712

Year-over-Year Comparison

	2024	2023	Change
Revenue	$474,465	$370,858	+0.3%
Expenses	$401,712	$413,748	0.0%
Net Income	$72,753	$-42,890	-2.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDITH LANCASTER	PRESIDENT	5.00	Officer Director	$0	$0	$0
REBECCA FULL	SECRETARY	1.00	Officer Director	$0	$0	$0
J D SHUMAN	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH CADLE	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW JEANNERET	TREASURER	2.00	Officer Director	$0	$0	$0
BUD OTIS	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
ANGELA MAYER	DIRECTOR	1.00	Director	$0	$0	$0
ERIN BETZ	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY MCCORMICK	DIRECTOR	1.00	Director	$0	$0	$0
STACY RENO	DIRECTOR	1.00	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
2024	$474,465	$401,712	$164,808	$72,753
2023	$370,858	$413,748	$96,276	$-42,890
2022	$321,791	$349,344	$139,038	$-27,553
2021	$219,672	$103,538	$166,591	$116,134

SUPPORTING OLDER ADULTS THROUGH RESOURCES INC