SURRY-YADKIN RESIDENTIAL SERVICES INC (EIN 561343446) - 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

1981

Legal Domicile

Principal Officer

MARK FUHRMANN

Phone

3367190062

Tax Period

2024-07-01 to 2025-06-30

SURRY-YADKIN RESIDENTIAL SERVICES INC, founded in 1981, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2024.

Mission

OUR MISSION IS TO PROVIDE GROUP HOMES FOR DEVELOPMENTALLY DISABLED ADULTS AND TO UNDERTAKE TRAINING THE RESIDENTS OF SUCH GROUP HOMES TO LIVE AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY AS PRODUCTIVE CITIZENS.

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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 $0

Program Service Revenue $1,795,622

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,795,622

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,388,885

Fundraising Expenses $0

Program Expenses $1,604,841

Other Expenses $465,968

TOTAL EXPENSES $1,854,853

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,795,622	$1,692,050	+0.1%
Expenses	$1,854,853	$1,794,768	+0.0%
Net Income	$-59,231	$-102,718	-0.4%

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

N/A

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

$78,437

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY MORGAN	BOARD MEMBER	0.50	Director	$0	$0	$0
SUZANNE FUHRMANN	BOARD MEMBER	0.50	Director	$0	$0	$0
ROSEMARY NELSON	BOARD MEMBER	0.50	Director	$0	$0	$0
PATSY JANE ELKHAIAT	BOARD MEMBER	0.50	Director	$0	$0	$0
ROGER STAMPER	BOARD MEMBER	0.50	Director	$0	$0	$0
STEVE WHITE	CO-CHAIRMAN	0.50	Officer Director	$0	$0	$0
MARK FUHRMANN	CHAIRMAN	0.50	Officer Director	$0	$0	$0
JOSHUA DENNY	EXECUTIVE DIRECTOR	40.00	Officer	$78,437	$0	$78,437

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	$1,795,622	$1,854,853	$1,058,613	$-59,231
2024	$1,692,050	$1,794,768	$1,153,970	$-102,718
2023	$1,882,138	$1,796,340	$1,280,725	$85,798
2022	$1,789,169	$1,524,509	$1,038,290	$264,660
2021	$1,806,779	$1,473,283	$869,613	$333,496
2020	$1,444,281	$1,349,119	$451,814	$95,162
2019	$1,329,329	$1,317,360	$330,651	$11,969

SURRY-YADKIN RESIDENTIAL SERVICES INC