SENIOR PHARMASSIST INC (EIN 562084639) - 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

1998

Legal Domicile

Principal Officer

Eugenia Upchurch

Phone

9196884772

Tax Period

2023-07-01 to 2024-06-30

SENIOR PHARMASSIST INC, founded in 1998, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $386K, a strong 26% operating margin.

Mission

SENIOR PHARMASSIST HELPS OLDER ADULTS OBTAIN AND BETTER MANAGE NEEDED MEDICATIONS AND PROVIDES TAILORED HEALTH EDUCATION, MEDICARE INSURANCE COUNSELING, COMMUNITY REFERRALS AND ADVOCACY.

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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 $1,194,369

Program Service Revenue $1,170

Investment Income $257,842

Other Revenue $33,845

TOTAL REVENUE $1,487,226

Expense Breakdown

Grants Paid $117,199

Salaries & Benefits $813,885

Fundraising Expenses $108,293

Program Expenses $878,592

Other Expenses $170,491

TOTAL EXPENSES $1,101,575

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,487,226	$1,349,747	+0.1%
Expenses	$1,101,575	$993,929	+0.1%
Net Income	$385,651	$355,818	+0.1%

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

$118,113

Total Directors

$118,113

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINA UPCHURCH	EXECUTIVE DIRECTOR	040.00	Officer Director	$118,113	$0	$118,113
REBECCA REYES	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
CHERYL BREWER	PRESIDENT	002.00	Officer Director	$0	$0	$0
ALICE DILLARD	DIRECTOR	001.00	Director	$0	$0	$0
MARY-JO KEENAN	SECRETARY	002.00	Officer Director	$0	$0	$0
MERI-LI DOUGLAS	DIRECTOR	001.00	Director	$0	$0	$0
LISA NADLER	DIRECTOR	001.00	Director	$0	$0	$0
DAVID BRIGHT	DIRECTOR	001.00	Director	$0	$0	$0
VICTORIA ORTO	DIRECTOR	001.00	Director	$0	$0	$0
ROCHELLE JACKSON	DIRECTOR	001.00	Director	$0	$0	$0
JEFFREY POTTER	TREASURER	002.00	Officer Director	$0	$0	$0
RON HUNTER	DIRECTOR	001.00	Director	$0	$0	$0
DEMENTRIC MATTHEWS	DIRECTOR	001.00	Director	$0	$0	$0
SHERRY SPRUILL	DIRECTOR	002.00	Director	$0	$0	$0
JANET L HORTIN	DIRECTOR	001.00	Director	$0	$0	$0
GEORGE BERNHARDT	DIRECTOR	001.00	Director	$0	$0	$0
TOM WOLLMAN	DIRECTOR	001.00	Director	$0	$0	$0
KECIA COURTNEY	DIRECTOR	001.00	Director	$0	$0	$0
KAREN DUNN	DIRECTOR	001.00	Director	$0	$0	$0
KELLY SULLIVAN	DIRECTOR	001.00	Director	$0	$0	$0
ELIZABETH ADEROJU	DIRECTOR	002.00	Director	$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	$1,487,226	$1,101,575	$3,071,412	$385,651
2023	$1,349,747	$993,929	$2,643,236	$355,818
2022	$618,446	$929,514	$2,237,407	$-311,068
2021	$1,781,429	$972,190	$2,548,511	$809,239
2020	$1,052,437	$929,948	$1,849,334	$122,489
2019	$1,091,281	$920,335	$1,640,477	$170,946

SENIOR PHARMASSIST INC