ONE SOURCE - EMPOWERING CAREGIVERS (EIN 472620969) - 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

2014

Legal Domicile

Principal Officer

Dan Whelan

Phone

5302059514

Tax Period

2023-01-01 to 2023-12-31

ONE SOURCE - EMPOWERING CAREGIVERS, founded in 2014, is a micro nonprofit in the Human Services sector that reported $40K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

One Source-Empowering Caregivers' mission is to improve the quality of life for caregivers and care recipients by providing free, quality, non-medical respite in-home and community resource referrals. "Cultivating Hope for Caregivers."

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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 $40,234

Program Service Revenue $0

Investment Income $81

Other Revenue $0

TOTAL REVENUE $40,315

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,212

Fundraising Expenses $6,316

Program Expenses $25,724

Other Expenses $25,958

TOTAL EXPENSES $43,170

Year-over-Year Comparison

	2023	2022	Change
Revenue	$40,315	$34,930	+0.2%
Expenses	$43,170	$43,202	0.0%
Net Income	$-2,855	$-8,272	-0.7%

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

Total Directors

Key Employees

$15,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carolyn Seyler	Executive Director	18	Key Emp Highest	$15,000	$0	$15,000
Sandy Spurgeon	President	3	Director	$0	$0	$0
Dan Whelan	Treasurer	3	Director	$0	$0	$0
Stephen Baker	Secretary	3	Director	$0	$0	$0
Michael West	Vice President	3	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	$40,315	$43,170	$19,494	$-2,855
2022	$34,930	$43,202	$22,612	$-8,272
2021	$51,885	$50,846	$30,888	$1,039
2020	$26,922	$53,244	$35,707	$-26,322
2019	$25,860	$52,326	$58,467	$-26,466

ONE SOURCE - EMPOWERING CAREGIVERS