Senior Resources Inc (EIN 570484965) - 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

1967

Legal Domicile

Principal Officer

Andrew Boozer

Phone

8032527734

Tax Period

2023-07-01 to 2024-06-30

Senior Resources Inc, founded in 1967, is a community nonprofit in the Human Services sector that reported $6.2M in total revenue in fiscal year 2023. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 37% operating margin.

Mission

To provide coordinated services and choices for healthy, independent living through the support of staff and volunteers.

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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 $6,084,757

Program Service Revenue $71,537

Investment Income $94,109

Other Revenue $-11,158

TOTAL REVENUE $6,239,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,687,426

Fundraising Expenses $171,453

Program Expenses $3,376,848

Other Expenses $2,230,928

TOTAL EXPENSES $3,918,354

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,239,245	$2,915,063	+1.1%
Expenses	$3,918,354	$3,183,641	+0.2%
Net Income	$2,320,891	$-268,578	-9.6%

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

1000

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

$186,430

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrew Boozer	Executive Direc	35.00	Officer	$102,215	$0	$102,215
Marcus Hunter	Finance & Admin	35.00	Officer	$84,215	$0	$84,215
Clay Mitchell	Director	0.50	Director	$0	$0	$0
Stacey McPhail	Director	0.50	Director	$0	$0	$0
Jaton Smith	Director	0.50	Director	$0	$0	$0
Dawn Hyde	Director	0.50	Director	$0	$0	$0
Stephanie Pfeiffer	Director	0.50	Director	$0	$0	$0
Kathi Price	Director	0.50	Director	$0	$0	$0
Robert Simmons	Director	0.50	Director	$0	$0	$0
Rebecca Gillespie	Director	0.50	Director	$0	$0	$0
Holley Van Horn	Director	0.50	Director	$0	$0	$0
Christina Kimball	Director	0.50	Director	$0	$0	$0
Melissa Taylor	Director	0.50	Director	$0	$0	$0
Cam Varner	Director	0.50	Director	$0	$0	$0
Jonathan Knicely	Director	0.50	Director	$0	$0	$0
Catherine Perry	Chair	1.00	Officer	$0	$0	$0
Scott Ravan	Treasurer	1.00	Officer	$0	$0	$0
Chris Zecopoulos	Past Chair	1.00	Officer	$0	$0	$0
Keonye Johnson	Secretary	1.00	Officer	$0	$0	$0
Jeff Manning	Vice Chair	1.00	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	$6,239,245	$3,918,354	$6,256,533	$2,320,891
2023	$2,915,063	$3,183,641	$3,668,530	$-268,578
2022	$2,819,376	$2,676,461	$3,035,715	$142,915
2021	$3,335,820	$3,006,886	$3,030,202	$328,934
2020	$5,292,134	$4,789,551	$2,961,894	$502,583
2019	$2,651,026	$2,913,045	$2,186,081	$-262,019

Senior Resources Inc