United Homecare Services (EIN 931328534) - 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

2001

Legal Domicile

Phone

5032076944

Tax Period

2024-01-01 to 2024-12-31

United Homecare Services, founded in 2001, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $3.6M left a modest 10% surplus.

Mission

To enhance the dignity and respect of seniors by providing a focused concern for their overall well being by providing home care services for seniors and respite for their families.

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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 $3,968,699

Investment Income $3,384

Other Revenue $285

TOTAL REVENUE $3,972,368

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,223,073

Fundraising Expenses $0

Program Expenses $3,419,046

Other Expenses $359,508

TOTAL EXPENSES $3,582,581

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,972,368	$3,661,820	+0.1%
Expenses	$3,582,581	$3,290,049	+0.1%
Net Income	$389,787	$371,771	+0.0%

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

124

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

$115,314

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Priscilla Menzel	Board Member	40.00	Officer	$115,314	$0	$115,314
Rhonda Kay Leonard	President	40.00		$48,221	$0	$48,221
Andrea Morrisson	President	1.00	Officer Director	$0	$0	$0
Hanna Menzel	Secretary	40.00	Officer	$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	$3,972,368	$3,582,581	$911,917	$389,787
2023	$3,661,820	$3,290,049	$522,128	$371,771
2022	$3,116,672	$3,043,124	$156,779	$73,548
2021	$2,654,651	$2,651,157	$116,354	$3,494
2020	$2,129,103	$1,990,735	$289,151	$138,368

United Homecare Services