RUFTY-HOLMES SENIOR CENTER INC

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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

1986

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

RUFTY-HOLMES SENIOR CENTER INC, founded in 1986, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $1.4M left a modest 4% surplus.

Mission

THE CENTER IS A NON-PROFIT ORGANIZATION THAT PROVIDES A FOCAL POINT FOR AGING RESOURCES AS WELL AS OPPORTUNITIES TO EXTEND INDEPENDENT LIVING AND ENRICH THE QUALITY OF LIFE FOR ROWAN COUNTY OLDER ADULTS

Program Service Accomplishments

Program 1

Expenses: $1,106,504 Revenue: $154,130

PROGRAMS THAT BENEFIT SENIOR CITIZENS IN ROWAN COUNTY THROUGH OUTREACH SERVICES, RADIO TALK SHOWS, VISITING, AQUATICS AND OTHER EXERCISE PROGRAMS, TRAVEL GROUPS, NUTRITION, AND EDUCATIONAL PROGRAMS.

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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 $1,211,304

Program Service Revenue $154,130

Investment Income $64,596

Other Revenue $0

TOTAL REVENUE $1,430,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $668,651

Fundraising Expenses $0

Program Expenses $1,106,504

Other Expenses $699,712

TOTAL EXPENSES $1,368,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,430,030	$1,565,091	-0.1%
Expenses	$1,368,363	$1,261,976	+0.1%
Net Income	$61,667	$303,115	-0.8%

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

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
HEATHER KINCEL	CEO	40.00	Highest	$41,731	$0	$41,731
CAREN LIGHTFOOT	DIRECTOR	2.00	Director	$0	$0	$0
MARY ANN KARRIKER	DIRECTOR	2.00	Director	$0	$0	$0
KEITH HART	DIRECTOR	2.00	Director	$0	$0	$0
MARSHALL MOORE	DIRECTOR	2.00	Director	$0	$0	$0
DAVID POST	SALISBURY CITY COUNCIL	1.00	Director	$0	$0	$0
SUSAN WYDNER	DIRECTOR	2.00	Director	$0	$0	$0
PAULA WAITERS	DIRECTOR	2.00	Director	$0	$0	$0
SYLVIA FOSHA	DIRECTOR	2.00	Director	$0	$0	$0
ETHEL BAMBERG-REVIS	DIRECTOR	2.00	Director	$0	$0	$0
DAN GOODNIGHT	DIRECTOR	2.00	Director	$0	$0	$0
KATIE COFFIELD	DIRECTOR	2.00	Director	$0	$0	$0
DARRELL BLACKWELDER	DIRECTOR	2.00	Director	$0	$0	$0
RANDY MEEKS	SECOND VICE PRESIDENT	2.00	Officer	$0	$0	$0
HENRY DIGGS	PRESIDENT	2.00	Officer	$0	$0	$0
MONICA HUMPHRIES	SECRETARY	2.00	Officer	$0	$0	$0
DIXON FLEMING	TREASURER	2.00	Officer	$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	No data	No data	No data	No data
2024	$1,430,030	$1,368,363	$2,319,324	$61,667
2022	$1,124,291	$1,149,661	$1,932,629	$-25,370
2021	$1,188,213	$1,033,104	$2,003,976	$155,109
2020	$1,115,540	$1,093,054	$1,846,275	$22,486
2019	$1,275,740	$1,099,936	$1,790,402	$175,804