SENIOR RESOURCES OF GUILFORD

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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.

Program Service Accomplishments

Program 1

Expenses: $275,184

ACCESS TO SERVICES: PROVIDED PROGRAM SERVICE IN THE FOLLOWING AREAS: SENIOR LINE - 4,662 CLIENT CALLS; SOCIAL WORK - 1,192 IN HOME CLIENT VISITS AND 461 CASE ASSISTANCE CLIENTS. CAREGIVER SUPPORT...

ACCESS TO SERVICES: PROVIDED PROGRAM SERVICE IN THE FOLLOWING AREAS: SENIOR LINE - 4,662 CLIENT CALLS; SOCIAL WORK - 1,192 IN HOME CLIENT VISITS AND 461 CASE ASSISTANCE CLIENTS. CAREGIVER SUPPORT SERVICES ASSISTED 69 CAREGIVERS WITH SERVICES SUCH AS OPTIONS CONSELING, MEMORY CAFE AND RESPITE VOUCHERS.

Program 2

Expenses: $1,908,073 Revenue: $1,229,731

COMMUNITY SERVICES: AS A RESULT OF THE SENIOR LINE CALLS, CLIENT VISITS AND CASE ASSISTANCE, PROVIDED PROGRAM SERVICE IN THE FOLLOWING AREAS; MEALS ON WHEELS - 119,959 MEALS DELIVERED TO 805 CLIENTS; COMMUNITY NUTRITION - 29,467 MEALS SERVED TO 340 CLIENTS AT A TOTAL OF 7 COMMUNITY NUTRITION SITES; SENIOR CENTER - 1691 CLIENTS INCLUDES IN PERSON AND VIRTUAL ACTIVITIES; REFUGEE PROGRAM - 26 REFUGEES ASSISTED.

Program 3

Expenses: $374,140

VOLUNTEER AND EMPLOYMENT SERVICES: ORGANIZATION RECEIVED $499 WORTH OF DONATED SERVICES AND USE OF FACILITIES, NOT INCLUDED IN EXPENSES, RELATED TO VOLUNTEER AND EMPLOYMENT SERVICES. IN ADDITION, AS A RESULT OF THE SENIOR LINE CALLS, CLIENT VISITS AND CASE ASSISTANCE, PROVIDED PROGRAM SERVICE IN THE FOLLOWING AREAS: SHIIP COUNSELING - 383 CLIENTS SERVED AND $16,308 MEDICARE SAVED; FOSTER GRANDPARENTS - 56 VOLUNTEERS PROVIDED 44,270 SERVICE HOURS TO ASSIST 301 SCHOOL AGE CHILDREN; MEALS ON WHEELS - 915 VOLUNTEERS PROVIDED 19,630 SERVICE HOURS; SENIOR WHEELS - 32 VOLUNTEERS PROVIDED 634 SERVICE HOURS WITH 314 RIDES TO MEDICAL APPOINTMENTS. BASED ON NATIONAL AVERAGE FOR VOLUNTEER "VALUE" AT $33.49/HOUR, THE ORGANIZATION RECEIVED APPROXIMATELY $678,641 IN "VALUE" OF VOLUNTEER SERVICE.

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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