MONROE COUNTY SENIOR CITIZENS AND FRIENDS INC (EIN 620987274) - 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

1972

Legal Domicile

Principal Officer

ERMAZO FREEMAN

Phone

4234422022

Tax Period

2024-07-01 to 2025-06-30

MONROE COUNTY SENIOR CITIZENS AND FRIENDS INC, founded in 1972, is a small nonprofit in the Human Services sector that reported $206K in total revenue in fiscal year 2024. Revenue fell 57% from the prior year — a significant decline worth monitoring. Net assets of $809K represent 47 months of operating reserves.

Mission

PROVIDES INFORMATION AND ASSISTANCE SERVICES, TRANSPORTATION SERVICES, AND OUTREACH SERVICES TO SENIORS 60+. THE STAFF OF THE SENIOR CENTER WORKS WITH OTHER AGENCIES TO ASSIST THE ELDERLY OF MONROE COUNTY, TN.

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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 $172,011

Program Service Revenue $20,638

Investment Income $5,207

Other Revenue $8,536

TOTAL REVENUE $206,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,346

Fundraising Expenses $0

Program Expenses $143,225

Other Expenses $138,053

TOTAL EXPENSES $219,399

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,392	$482,000	-0.6%
Expenses	$219,399	$314,837	-0.3%
Net Income	$-13,007	$167,163	-1.1%

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

Total Directors

$48,762

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER WALLER	VICE CHAIRPERSON	5.00	Director	$0	$0	$0
DAWN SCRUGGS	TREASURER	5.00	Director	$0	$0	$0
DAWN SCRUGGS	SECRETARY	5.00	Director	$0	$0	$0
ERMAZO FREEMAN	EXECUTIVE DIRECTOR	40.00	Director	$48,762	$0	$48,762
JOE ANDERSON	BOARD CHAIRMAN	5.00	Director	$0	$0	$0
CLIFFORD WILSON	BOARD MEMBER	5.00	Director	$0	$0	$0
BEATRICE MCKELVEY	BOARD MEMBER	5.00	Director	$0	$0	$0
SUE ANDERSON	BOARD CHAIRMAN	0.00	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
2025	$206,392	$219,399	$808,595	$-13,007
2024	$482,000	$314,837	$822,916	$167,163
2023	$481,453	$143,398	$654,439	$338,055
2022	$174,836	$148,064	$316,383	$26,772
2021	$118,539	$120,570	$290,504	$-2,031
2020	$160,491	$98,684	$292,423	$61,807
2019	$100,529	$141,782	$230,491	$-41,253

MONROE COUNTY SENIOR CITIZENS AND FRIENDS INC