SENIOR ACTION INC (EIN 570507961) - 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

ANDREA SMITH

Phone

8644673660

Tax Period

2023-07-01 to 2024-06-30

SENIOR ACTION INC, founded in 1967, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

WE ARE DEDICATED TO STRENGTHENING GREENVILLE COUNTY'S MATURING POPULATION AND THEIR FAMILIES BY PROVIDING ACCESS TO RESOURCES THEY NEED FOR PHYSICAL, EMOTIONAL AND SOCIAL WELL-BEING.

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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 $1,999,725

Program Service Revenue $0

Investment Income $65,476

Other Revenue $-212,189

TOTAL REVENUE $1,853,012

Expense Breakdown

Grants Paid $0

Salaries & Benefits $687,984

Fundraising Expenses $78,227

Program Expenses $1,724,448

Other Expenses $1,314,055

TOTAL EXPENSES $2,002,039

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,853,012	$1,568,535	+0.2%
Expenses	$2,002,039	$2,013,268	0.0%
Net Income	$-149,027	$-444,733	-0.7%

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

100

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

$92,427

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA SMITH	EXEC. DIRECT	40.00	Officer	$92,427	$0	$92,427
DAVID COCKRELL	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
ROD GREENE	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
LINDA MERRIAM	TRUSTEE/DIRE	N/A	Director	$0	$0	$0
ANGELA ORSKY	CHAIR	N/A	Officer Director	$0	$0	$0
HUGHES SCHWARTZ	TRUSTEE/DIRE	N/A	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	$1,853,012	$2,002,039	$7,764,202	$-149,027
2023	$1,568,535	$2,013,268	$7,889,287	$-444,733
2022	$2,033,141	$2,159,539	$8,382,090	$-126,398
2021	$2,856,407	$2,063,380	$9,277,873	$793,027
2020	$2,500,785	$2,060,747	$5,353,520	$440,038
2019	$1,977,563	$1,861,843	$1,997,236	$115,720

SENIOR ACTION INC