Senior Resource Association Inc (EIN 591539957) - 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

1974

Legal Domicile

Phone

7725690760

Tax Period

2024-07-01 to 2025-06-30

Senior Resource Association Inc, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $18.7M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $17.8M left a modest 5% surplus.

Mission

The Senior Resource Association promotes independence and dignity in our community by providing services to older adults and transportation to all.

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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 (2024)

Revenue Breakdown

Contributions & Grants $17,882,205

Program Service Revenue $404,536

Investment Income $50,516

Other Revenue $330,770

TOTAL REVENUE $18,668,027

Expense Breakdown

Grants Paid $2,609,462

Salaries & Benefits $7,198,233

Fundraising Expenses $539,527

Program Expenses $15,122,896

Other Expenses $7,962,946

TOTAL EXPENSES $17,770,641

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,668,027	$15,288,859	+0.2%
Expenses	$17,770,641	$15,942,597	+0.1%
Net Income	$897,386	$-653,738	-2.4%

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

164

Volunteers

323

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

$493,101

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charlie Gisler	Treasurer	2.0	Officer Director	$0	$0	$0
Dawn Michael	Secretary	2.0	Officer Director	$0	$0	$0
James G Vitter III Vitter	Chairman	2.0	Officer Director	$0	$0	$0
Lisa Thompson Barnes	Vice-Chairman	2.0	Officer Director	$0	$0	$0
Brian Langworthy	Director	1.0	Director	$0	$0	$0
Don Wright	Past Chairman	2.0	Director	$0	$0	$0
Ginger Atwood	Director	1.0	Director	$0	$0	$0
James B Gregg	Director	1.0	Director	$0	$0	$0
Jan Williams	Director	1.0	Director	$0	$0	$0
Linda Walton	Director	1.0	Director	$0	$0	$0
Nora Berry	Director	1.0	Director	$0	$0	$0
Robin Raiff	Director	1.0	Director	$0	$0	$0
Susan Oglesby	Director	1.0	Director	$0	$0	$0
Trudie Rainone	Director	1.0	Director	$0	$0	$0
Gabriel Pedrero	CFO	40.0	Officer	$174,746	$25,150	$199,896
Karen Deigl	CEO/President	40.0	Officer	$272,518	$20,687	$293,205
Christopher Stephenson	Director of Transit	40.0	Highest	$137,136	$9,627	$146,763
Lizbeth Bruner	VP of Philanthropy	40.0	Highest	$105,424	$10,129	$115,553

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	$18,668,027	$17,770,641	$8,817,077	$897,386
2024	$15,288,859	$15,942,597	$7,413,094	$-653,738
2023	$13,209,507	$13,322,400	$8,322,901	$-112,893
2022	$11,050,841	$11,388,897	$7,772,796	$-338,056
2021	$10,763,473	$9,868,883	$8,451,847	$894,590
2020	$8,585,746	$8,897,641	$7,230,455	$-311,895
2019	$8,287,257	$8,476,781	$6,606,426	$-189,524
2018	$8,028,811	$7,863,831	$6,713,650	$164,980

Senior Resource Association Inc