SENIOR OPTIONS COMMUNITY (EIN 873737198) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

J BENJAMIN UNKLE JR

Phone

7574961778

Tax Period

2023-10-01 to 2024-09-30

SENIOR OPTIONS COMMUNITY, founded in 2021, is a community nonprofit in the Housing & Shelter sector that reported $3.4M in total revenue in fiscal year 2021.

Mission

TO OPERATE AN INDEPENDENT LIVING FACILITY FOR ADULTS AGED 62 AND OLDER

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $5,752,741

Investment Income $10,411

Other Revenue $0

TOTAL REVENUE $5,763,152

Expense Breakdown

Grants Paid $0

Salaries & Benefits $351,108

Fundraising Expenses $0

Program Expenses $4,144,100

Other Expenses $5,340,031

TOTAL EXPENSES $5,691,139

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,763,152	$4,836,201	+0.2%
Expenses	$5,691,139	$5,494,315	+0.0%
Net Income	$72,013	$-658,114	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

$1,733,727

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA B SMITH ESQUIRE	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN D CAVANAUGH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHARLES D ROBISON	TREASURER	1.00	Officer Director	$0	$0	$0
BERNIE BOONE III	SCRETARY	1.00	Officer Director	$0	$0	$0
RICHARD C BURROUGHS	TRUSTEE	1.00	Director	$0	$0	$0
RON RIPLEY	TRUSTEE	1.00	Director	$0	$0	$0
J BENJAMIN UNKLE JR	PRESIDENT/CEO	1.00	Officer	$0	$34,269	$1,162,731
DAVID MYERS	CFO/ASSISTANT TREASURER	1.00	Officer	$0	$20,342	$283,692
VICTORIA CRENSHAW	VP OF HEALTH & RESIDENT	12.00	Officer	$0	$20,501	$287,304

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	$5,763,152	$5,691,139	$67,922,909	$72,013
2024	$5,763,152	$5,691,139	$67,922,909	$72,013
2023	$4,836,201	$5,494,315	$68,611,456	$-658,114
2022	$3,439,571	$3,644,317	$69,228,515	$-204,746

SENIOR OPTIONS COMMUNITY