SENIOR CITIZENS HOME ASSISTANCE SERVICE INC (EIN 620809589) - 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

1970

Legal Domicile

Principal Officer

ADA SHANNON

Phone

8655232920

Tax Period

2024-07-01 to 2025-06-30

SENIOR CITIZENS HOME ASSISTANCE SERVICE INC, founded in 1970, is a community nonprofit in the Human Services sector that reported $5.8M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

IMPROVING THE QUALITY OF LIFE FOR THE ELDERLY, PERSONS WITH DISABILITIES, AND THEIR CAREGIVERS BY PROVIDING ACCESSIBLE CARE AND SUPPORTIVE SERVICES THROUGH COMPASSIONATE PERSONNEL.

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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 $397,975

Program Service Revenue $5,422,289

Investment Income $31,594

Other Revenue $-20,372

TOTAL REVENUE $5,831,486

Expense Breakdown

Grants Paid $36,453

Salaries & Benefits $4,629,304

Fundraising Expenses $16,198

Program Expenses $4,838,686

Other Expenses $1,066,709

TOTAL EXPENSES $5,732,466

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,831,486	$5,022,454	+0.2%
Expenses	$5,732,466	$5,275,966	+0.1%
Net Income	$99,020	$-253,512	-1.4%

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

224

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

$295,980

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM SURSA	DIRECTOR	0.50	Director	$0	$0	$0
ALEXIS DYER	DIRECTOR	0.50	Director	$0	$0	$0
ANDY SHAFER	DIRECTOR	0.50	Director	$0	$0	$0
BILL TAPP	SECRETARY	0.50	Officer Director	$0	$0	$0
BRADLEY WHITE	DIRECTOR	0.50	Director	$0	$0	$0
DERRICK K BYRD	DIRECTOR	0.50	Director	$0	$0	$0
ERIC EBBERT	DIRECTOR	0.50	Director	$0	$0	$0
ERIN HARLOW	DIRECTOR	0.50	Director	$0	$0	$0
LARA OWENS	DIRECTOR	0.50	Director	$0	$0	$0
LESLYE HARTSELL	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT LOGGINS	DIRECTOR	0.50	Director	$0	$0	$0
STEVE SAVELL	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM L COOPER III	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM P MCGLOTHIN	CHAIRPERSON	0.50	Officer Director	$0	$0	$0
WILLIAM ROTHERMEL	TREASURER	0.50	Officer Director	$0	$0	$0
ADA SHANNON	CHIEF FINANCIAL OFFICER	40.00	Officer	$80,000	$11,728	$91,728
AMY BLACKBURN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$105,000	$3,454	$108,454
SHARON RUSSELL	CHIEF OPERATING OFFICER	40.00	Officer	$80,000	$15,798	$95,798

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	$5,831,486	$5,732,466	$2,327,727	$99,020
2024	$5,022,454	$5,275,966	$2,156,842	$-253,512
2023	$4,634,340	$5,709,775	$2,620,700	$-1,075,435
2022	$3,291,458	$5,523,684	$5,472,283	$-2,232,226
2021	$7,955,400	$7,344,007	$7,396,819	$611,393
2020	$6,914,175	$7,177,667	$7,470,693	$-263,492
2019	$6,965,590	$7,129,097	$7,029,618	$-163,507

SENIOR CITIZENS HOME ASSISTANCE SERVICE INC