SENIOR CARE NAVIGATOR GROUP INCS (EIN 834582405) - 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

2019

Legal Domicile

Principal Officer

Winsome McLeod

Phone

5615845886

Tax Period

2024-01-01 to 2024-12-31

SENIOR CARE NAVIGATOR GROUP INCS, founded in 2019, is a community nonprofit in the Health Care sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 109% from the prior year, signaling strong growth momentum. The organization ran a surplus of $269K, a strong 16% operating margin.

Mission

PROVIDING A CIRCLE OF CARE FOR OLDER ADULTS WITH DISABILITY AND VETERANS WHICH PROMOTES INDEPENDENCE, DIGNITY, HEALTH AND WELLBEING

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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 $0

Program Service Revenue $1,678,996

Investment Income $0

Other Revenue $586

TOTAL REVENUE $1,679,582

Expense Breakdown

Grants Paid $86,710

Salaries & Benefits $877,596

Fundraising Expenses $77,447

Program Expenses $1,010,399

Other Expenses $446,150

TOTAL EXPENSES $1,410,456

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,679,582	$801,916	+1.1%
Expenses	$1,410,456	$742,692	+0.9%
Net Income	$269,126	$59,224	+3.5%

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

N/A

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

$79,100

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WINSOME MCLEOD	CEO	80.00	Director	$79,100	$0	$79,100
TIMISHA EMANUEL	Secretary	5.00	Director	$0	$0	$0
JULIETTE NEWMAN	Treasurer	5.00	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	$1,679,582	$1,410,456	$272,389	$269,126
2023	$801,916	$742,692	$68,031	$59,224
2022	$459,425	$430,510	$82,222	$28,915
2022	$459,425	$430,510	$82,222	$28,915
2021	$442,364	$452,663	$82,977	$-10,299

SENIOR CARE NAVIGATOR GROUP INCS