SENIOR RESOURCES OF GUILFORD (EIN 561181577) - 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

1977

Legal Domicile

Principal Officer

ELLEN WHITLOCK

Phone

3363734816

Tax Period

2023-07-01 to 2024-06-30

SENIOR RESOURCES OF GUILFORD, founded in 1977, is a community nonprofit in the Human Services sector that reported $3.2M in total revenue in fiscal year 2023.

Mission

TO PROVIDE DIRECT SERVICES, REFERRALS, ADVOCACY, AND VOLUNTEER OPPORTUNITIES TO OLDER ADULTS IN GREATER GREENSBORO AND HIGH POINT, NORTH CAROLINA.

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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 $1,924,808

Program Service Revenue $1,216,121

Investment Income $4,762

Other Revenue $56,533

TOTAL REVENUE $3,202,224

Expense Breakdown

Grants Paid $803,901

Salaries & Benefits $1,398,720

Fundraising Expenses $0

Program Expenses $2,557,397

Other Expenses $965,065

TOTAL EXPENSES $3,167,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,202,224	$3,030,015	+0.1%
Expenses	$3,167,686	$3,001,281	+0.1%
Net Income	$34,538	$28,734	+0.2%

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

1003

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

$203,425

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK JOHNS	PRESIDENT	1.00	Officer Director	$0	$0	$0
PATTY AIKEN	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE GUY	TREASURER	1.00	Officer Director	$0	$0	$0
STEVE OWEN	DIRECTOR	1.00	Director	$0	$0	$0
WALTER DAVIDSON PHARR MD	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL CODY-CONNER	DIRECTOR	1.00	Director	$0	$0	$0
DAWNE ILDERTON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KELLY	DIRECTOR	1.00	Director	$0	$0	$0
DONNA HONEYCUTT	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE P LEE	DIRECTOR	1.00	Director	$0	$0	$0
FELTON WOOTEN	DIRECTOR	1.00	Director	$0	$0	$0
LORRIE R DAVIS-DICK	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY SEGAL MD JD	DIRECTOR	1.00	Director	$0	$0	$0
TRICIA MENDENHALL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID A PENLEY	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN WHITLOCK	CHIEF EXECUTIVE OFFICER	37.50	Officer	$103,846	$4,069	$107,915
LYNNE KIRSCH	OUTGOING COMPTROLLER	37.50	Officer	$40,201	$3,079	$43,280
RICHARD SITLER	INCOMING COMPTROLLER	37.50	Officer	$52,230	$0	$52,230

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	$3,202,224	$3,167,686	$6,230,352	$34,538
2023	$3,030,015	$3,001,281	$6,418,296	$28,734
2022	$3,247,178	$2,821,090	$6,701,602	$426,088
2021	$3,860,374	$3,033,902	$6,953,605	$826,472
2020	$2,987,068	$2,858,505	$6,300,076	$128,563
2019	$2,767,484	$2,815,495	$6,164,999	$-48,011

SENIOR RESOURCES OF GUILFORD