SENIOR SERVICES OF BEAUFORT COUNTY

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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

1970

Legal Domicile

Principal Officer

PATRICIA N JENKINS

Phone

8435241787

Tax Period

2020-07-01 to 2021-06-30

SENIOR SERVICES OF BEAUFORT COUNTY, founded in 1970, is a small nonprofit that reported $407K in total revenue in fiscal year 2020. Revenue fell 27% from the prior year — a significant decline worth monitoring.

Mission

HELP SENIOR CITIZENS MAINTAIN QUALITY OF LIFE BY PROVIDING HOME-DELIVERED MEALS, TRANSPORTATION AND GROUP DINING WHERE SENIOR SERVICES OF BEAUFORT COUNTY ALSO PROVIDES SESSIONS RELATING TO HEALTH, NUTRITION AND OTHER PERTINENT TOPICS.

Program Service Accomplishments

Program 1

Expenses: $245,919 Revenue: $340,064

NUTRITION 40,265 HOME DELIVERED MEALS (UNITS SERVED)

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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 (2020)

Revenue Breakdown

Contributions & Grants $407,259

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $407,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,593

Fundraising Expenses $50

Program Expenses $245,919

Other Expenses $340,987

TOTAL EXPENSES $401,580

Year-over-Year Comparison

	2020	2019	Change
Revenue	$407,259	$556,906	-0.3%
Expenses	$401,580	$493,691	-0.2%
Net Income	$5,679	$63,215	-0.9%

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

$35,656

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA N JENKINS	EXECUTIVE DI	40.00	Officer	$35,656	$0	$35,656
JOHN BASILE	MEMBER	1.00	Director	$0	$0	$0
CANDACE CAMP	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
EMILY MOBLEY	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF POGOZELSKI	MEMBER	1.00	Director	$0	$0	$0
BRIAN SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
PETER WASHINGTON	MEMBER	1.00	Director	$0	$0	$0
SONYA ZATALOKIN	MEMBER	1.00	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
2021	$407,259	$401,580	$217,650	$5,679
2020	$556,906	$493,691	$246,599	$63,215
2020	$549,539	$495,610	$239,232	$53,929
2019	$561,142	$577,458	$184,506	$-16,316
2018	$467,061	$598,094	$137,255	$-131,033