THE SENIOR CONNECTION OF MONTGOMERY COUNTY INC (EIN 521842801) - 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

KADIE MARKS

Phone

3019620820

Tax Period

2024-07-01 to 2025-06-30

THE SENIOR CONNECTION OF MONTGOMERY COUNTY INC, founded in 1993, is a small nonprofit in the Human Services sector that reported $638K in total revenue in fiscal year 2024. Expenses of $561K left a modest 12% surplus.

Mission

THE SENIOR CONNECTION LINKS OLDER ADULTS TO SERVICES AND RESOURCES SO THEY CAN LIVE AS INDEPENDENTLY AS POSSIBLE AND REMAIN INTEGRAL MEMBERS OF THE COMMUNITY. THIS IS DONE THROUGH VOLUNTEERS HELPING THEM WITH TRANSPORTATION AND GROCERY SHOPPING.

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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 $637,579

Program Service Revenue $0

Investment Income $1

Other Revenue $0

TOTAL REVENUE $637,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $268,134

Fundraising Expenses $0

Program Expenses $408,262

Other Expenses $293,042

TOTAL EXPENSES $561,176

Year-over-Year Comparison

	2024	2023	Change
Revenue	$637,580	$602,177	+0.1%
Expenses	$561,176	$618,092	-0.1%
Net Income	$76,404	$-15,915	-5.8%

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

217

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
VIMLA BHOOSHAN	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA EMANUELE	SECRETARY	1.00	Officer Director	$0	$0	$0
PAMELA HARRIS	TREASURER	1.00	Officer Director	$0	$0	$0
ROLAND B TALLEY JR	DIRECTOR	1.00	Director	$0	$0	$0
JASMEET KAUR	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD KUSHLIS	DIRECTOR	1.00	Director	$0	$0	$0
KADIE MARKS	PRESIDENT	1.00	Officer Director	$0	$0	$0
DIANA RAYNOR	VICE PRESIDE	1.00	Officer 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	$637,580	$561,176	$368,773	$76,404
2024	$602,177	$618,092	$168,757	$-15,915
2023	$436,271	$393,375	$154,040	$42,896
2022	$287,595	$286,684	$104,615	$911
2021	$275,361	$267,995	$111,234	$7,366
2020	$264,516	$241,698	$91,770	$22,818
2019	$242,577	$248,955	$67,244	$-6,378
2018	$267,016	$229,491	$74,262	$37,525

THE SENIOR CONNECTION OF MONTGOMERY COUNTY INC