CLINCHFIELD SENIOR ADULT CENTER FOR ERWIN AND UNICOI (EIN 620961589) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

CATHY THOMAS

Phone

4237434521

Tax Period

2023-07-01 to 2024-06-30

CLINCHFIELD SENIOR ADULT CENTER FOR ERWIN AND UNICOI, founded in 1975, is a small nonprofit in the Human Services sector that reported $200K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

PROVIDE HEALTH PROGRAMS, INFORMATION, TRANSPORTATION, RECREATIONAL ACTIVITIES, AND EDUCATIONAL PROGRAMS TO SENIOR CITIZENS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $162,135

Program Service Revenue $31,172

Investment Income $-18

Other Revenue $6,860

TOTAL REVENUE $200,149

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,954

Fundraising Expenses $0

Program Expenses $202,597

Other Expenses $96,643

TOTAL EXPENSES $202,597

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,149	$218,536	-0.1%
Expenses	$202,597	$174,222	+0.2%
Net Income	$-2,448	$44,314	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$62,596

Total Directors

$70,567

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY THOMAS	EXECUTIVE DI	40.00	Officer Director	$43,041	$0	$43,041
HEATHER HARRIS	ASSISTANT DI	40.00	Officer Director	$19,555	$0	$19,555
LACIE BARRETT	ACTIVITIES C	25.00	Director	$7,971	$0	$7,971
DENNIS BOKEMEIER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
RUSSELL BRACKINS	EMERITUS BOA	1.00	Director	$0	$0	$0
CONNIE BREWER	BOARD MEMBER	1.00	Director	$0	$0	$0
DUANE CREGER	BOARD MEMBER	1.00	Director	$0	$0	$0
CLEM DESSO	VICE-CHAIRMA	1.00	Officer Director	$0	$0	$0
STANA DONNELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
DORIS HENSLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE HONDA	BOARD MEMBER	1.00	Director	$0	$0	$0
JERRY WHITT	SECRETARY	1.00	Officer 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	$200,149	$202,597	$372,111	$-2,448
2023	$218,536	$174,222	$369,228	$44,314
2022	$157,275	$131,641	$324,914	$25,634
2021	$116,478	$117,346	$299,280	$-868

CLINCHFIELD SENIOR ADULT CENTER FOR ERWIN AND UNICOI