LOUDOUN CARES (EIN 743071794) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

RONNI ALLEN WARD

Phone

7036692351

Tax Period

2023-01-01 to 2023-12-31

LOUDOUN CARES, founded in 2002, is a small nonprofit in the Human Services sector that reported $148K in total revenue in fiscal year 2018. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $27K, a strong 18% operating margin.

Mission

TO PROVIDE HEALTH AND HUMAN SERVICES INFORMATION AND REFERRAL HELPLINE FOR LOUDOUN COUNTY RESIDENTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $397,431

Program Service Revenue $0

Investment Income $1,513

Other Revenue $44,457

TOTAL REVENUE $443,401

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,999

Fundraising Expenses $8,800

Program Expenses $345,156

Other Expenses $181,024

TOTAL EXPENSES $380,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$443,401	$367,596	+0.2%
Expenses	$380,023	$396,665	0.0%
Net Income	$63,378	$-29,069	-3.2%

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

$72,333

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE PISIERRA	EXECUTIVE DI	40.00	Officer	$72,333	$0	$72,333
RONNI ALLEN WARD	CHAIR	1.00	Officer Director	$0	$0	$0
ERIN ADAMS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SEEMA M KHAN	TREASURER	1.00	Officer Director	$0	$0	$0
DEBRA CRAIG	SECRETARY	1.00	Officer Director	$0	$0	$0
ZACK CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA GIPSON	DIRECTOR	1.00	Director	$0	$0	$0
TRACEY LEVERETT	DIRECTOR	1.00	Director	$0	$0	$0
EMILY LONG	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY MEEHAN	DIRECTOR	1.00	Director	$0	$0	$0
MONTI MERCER	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA NOORDHOFF	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE RAMOS	DIRECTOR	1.00	Director	$0	$0	$0
KATIE SCHNEIDER	DIRECTOR	1.00	Director	$0	$0	$0
GLENN WOOTEN	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$443,401	$380,023	$906,396	$63,378
2022	$367,596	$396,665	$758,369	$-29,069
2021	$289,602	$210,581	$792,544	$79,021
2020	$225,915	$159,525	$1,051,632	$66,390
2019	$22,831	$107,669	$1,241,638	$-84,838
2018	$147,678	$120,363	$1,281,704	$27,315

LOUDOUN CARES