SENIOR HOUSING AND RESOURCE MANAGEMENT (EIN 843041715) - 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

Phone

8437469404

Tax Period

2024-02-01 to 2025-01-31

SENIOR HOUSING AND RESOURCE MANAGEMENT, founded in 2019, is a small nonprofit in the Health Care sector that reported $442K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum.

Mission

HELPING ENERGIZE THE LOW-INCOME FOCUSED CARE HOME AND GROUP HOME MARKETS TO BEST MEET THE NEEDS OF AT-NEED RESIDENTS NOW AS WELL AS CREATE SUSTAINABLE AND WELL-ORGANIZED HOME CARE SYSTEMS TO ADDRESS THE GROWING AND FUTURE NEEDS

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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 $441,430

Program Service Revenue $0

Investment Income $568

Other Revenue $0

TOTAL REVENUE $441,998

Expense Breakdown

Grants Paid $0

Salaries & Benefits $260,362

Fundraising Expenses $0

Program Expenses $442,069

Other Expenses $181,707

TOTAL EXPENSES $442,069

Year-over-Year Comparison

	2024	2023	Change
Revenue	$441,998	$312,581	+0.4%
Expenses	$442,069	$349,417	+0.3%
Net Income	$-71	$-36,836	-1.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
COURTNEY WILLIAMS	EXECUTIVE DIRECTOR	40.00	Highest	$128,077	$0	$128,077
COURTNEY WILLIAMS	VICE PRESIDENT	1.00	Director	$0	$0	$0
JUSTIN MYERS	MEMBER	1.00	Director	$0	$0	$0
LAUREN SMOLKOWICZ	PRESIDENT	1.00	Director	$0	$0	$0
SUE WELLER	MEMBER	1.00	Director	$0	$0	$0
STEFANI ZIMMERMAN	MEMBER	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
2025	$441,998	$442,069	$697,722	$-71
2025	$394,281	$407,908	$610,154	$-13,627
2025	$441,998	$442,069	$697,722	$-71
2024	$312,581	$349,417	$664,838	$-36,836
2023	$662,432	$332,699	$721,933	$329,733
2022	$346,746	$347,438	$440,973	$-692

SENIOR HOUSING AND RESOURCE MANAGEMENT