PIEDMONT SENIOR RESOURCES AREA AGENCY ON AGING INC (EIN 541025127) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

JUSTINE YOUNG

Phone

4347675588

Tax Period

2023-10-01 to 2024-09-30

PIEDMONT SENIOR RESOURCES AREA AGENCY ON AGING INC, founded in 1977, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $1.8M in total revenue in fiscal year 2017. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.7M left a modest 5% surplus.

Mission

PRIMARY EXEMPT PURPOSE IS PROVIDING HOME-DELIVERED AND CONGREGATE MEALS, PERSONAL CARE AND HOMEMAKER SERVICES, AND TRANSPORTATION SERVICES TO THE ELDERLY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,791,970

Program Service Revenue $60,198

Investment Income $18,353

Other Revenue $-11,868

TOTAL REVENUE $2,858,653

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,600,812

Fundraising Expenses $998

Program Expenses $2,540,790

Other Expenses $1,268,567

TOTAL EXPENSES $2,869,379

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,858,653	$3,077,932	-0.1%
Expenses	$2,869,379	$2,821,231	+0.0%
Net Income	$-10,726	$256,701	-1.0%

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

$111,977

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA OWNBY	CHAIR	2.00	Officer Director	$0	$0	$0
MIKE CHAMPION	VICE-CHAIRMAN	2.00	Officer Director	$0	$0	$0
JON VAN CLEAVE	TREASURER	2.00	Officer Director	$0	$0	$0
SARAH BASS	SECRETARY	2.00	Officer Director	$0	$0	$0
PATRICIA BERKELEY	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL GARRETT	DIRECTOR	1.00	Director	$0	$0	$0
MIKE HANKINS	DIRECTOR	1.00	Director	$0	$0	$0
DEXTER JONES	DIRECTOR	1.00	Director	$0	$0	$0
DAPHNE NORTON	DIRECTOR	1.00	Director	$0	$0	$0
ODESSA PRIDE	DIRECTOR	1.00	Director	$0	$0	$0
GIRISH PUROHIT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ROARK	DIRECTOR	1.00	Director	$0	$0	$0
ARLENE ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
TODD ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SAUNDERS	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SHOOK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SIMPSON	DIRECTOR	1.00	Director	$0	$0	$0
GREG WOLFREY	DIRECTOR	1.00	Director	$0	$0	$0
JUSTINE YOUNG	EXECUTIVE DIRECTOR	40.00	Officer	$111,977	$0	$111,977

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	No data	No data	No data	No data
2024	$2,858,653	$2,869,379	$1,748,400	$-10,726
2023	$3,077,932	$2,821,231	$1,564,007	$256,701
2022	$2,593,514	$2,538,441	$1,286,296	$55,073
2021	$2,629,787	$2,230,307	$1,220,730	$399,480
2020	$2,219,911	$2,103,515	$790,662	$116,396
2019	$2,029,615	$1,963,207	$698,740	$66,408
2018	$1,765,085	$1,683,989	$651,330	$81,096

PIEDMONT SENIOR RESOURCES AREA AGENCY ON AGING INC