HELPING THE AGING NEEDY AND DISABLED INC (EIN 741888198) - 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

1976

Legal Domicile

Principal Officer

MARSHA WIER

Phone

5124773796

Tax Period

2023-10-01 to 2024-09-30

HELPING THE AGING NEEDY AND DISABLED INC, founded in 1976, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $4.4M exceeded revenue, resulting in a 21% operating deficit.

Mission

CAREGIVERS DELIVERING PERSONALIZED CARE FOR OLDER ADULTS AND PEOPLE WITH DISABILITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $427,496

Program Service Revenue $3,160,172

Investment Income $20,664

Other Revenue $0

TOTAL REVENUE $3,608,332

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,126,199

Fundraising Expenses $0

Program Expenses $3,710,418

Other Expenses $238,304

TOTAL EXPENSES $4,364,503

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,608,332	$5,573,307	-0.4%
Expenses	$4,364,503	$4,488,921	0.0%
Net Income	$-756,171	$1,084,386	-1.7%

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

388

Volunteers

N/A

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

$482,208

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BROWN	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
NORINE YUKON	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL HOUSTON	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JASON MCBRIDE	DIRECTOR	1.00	Director	$0	$0	$0
NICK WEYNAND	CHAIR	1.00	Officer Director	$0	$0	$0
MARSHA WIER	EXECUTIVE DIRECTOR	40.00	Officer	$122,915	$18,644	$141,559
HENRY VAN DE PUTTE	PRES & CEO	5.00	Officer	$0	$19,378	$340,649

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
2024	$3,608,332	$4,364,503	$1,612,621	$-756,171
2023	$5,573,307	$4,488,921	$2,384,486	$1,084,386
2022	$4,197,917	$4,105,610	$1,296,548	$92,307
2021	$4,099,072	$4,074,935	$1,174,151	$24,137
2020	$4,766,774	$4,036,906	$1,224,126	$729,868
2019	$3,973,099	$3,915,822	$531,076	$57,277
2018	$3,518,160	$3,276,077	$508,343	$242,083

HELPING THE AGING NEEDY AND DISABLED INC