Senior Care Navigator Group Incs

Nonprofit profile at a glance

EIN
834582405
IRS 990 coverage
2021–2025
Forms available
Form 990 2025, Form 990-EZ 2022, Form 990-N 2020
Location
West Palm Beach, FL, USA
Phone
5615845886
Rating
59
Verdict
MIXED
Rating confidence
Moderate
Sector
Home Health Care

Official website

Reported finances

Revenue
$2,313,577
Expenses
$2,280,199
Assets
$137,969
Liabilities
$53,697

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • WINSOME MCLEOD (CEO)

Highest reported compensation

  • WINSOME MCLEOD (CEO): $110,569 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Providing a circle of care for older adults with disability and veterans which promotes independence, dignity, health and wellbeing

What it reported doing in 2025

Providing a circle of care for older adults with disability and veterans which promotesindependence, dignity, health and wellbeing

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 79% for direct work, and 21% for grants.

The verdict

MIXED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of voting board members are independent and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 65
  • Transparency & Controls: 88
  • Accountability: 0
  • Sustainability: 24
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.9%; rating input score 73
  • Program expense ratio: 74%; rating input score 74
  • Fundraising efficiency: $0 raised per $1 spent on fundraising; rating input score 0; 0th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 11th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 4th percentile among comparable filings
  • Governance controls: 0 of 8 controls in place; rating input score 0
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 1.4%; rating input score 31; 31st percentile among comparable filings
  • Total-asset coverage ratio: 0.06; rating input score 2; 2nd percentile among comparable filings
  • Liabilities to assets ratio: 0.39; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 4.8%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: 40.9% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: 43.6% per year; rating input score 100; 97th percentile among comparable filings
  • Asset growth: 23.3% per year; rating input score 100; 88th percentile among comparable filings

Details

  • Where the money goes: 72.9% of revenue deployed · 74% of spending went to programs
  • Governance: 0 of 3 board members independent · 0 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.7M in reported program spending
  • Leadership: top reported pay $111K · 3 people listed
  • Consistency: 30 of 30 current checks pass
  • Schedules: 4 filed schedules · includes grants
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 7 of 7 not reported.
  • High — Financial Efficiency: Fundraising efficiency scored 0/100.
  • Moderate — Sustainability: Operating margin scored 31/100.
  • High — Sustainability: Total-asset coverage ratio scored 2/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.
  • Review — Sustainability: Officer compensation ratio scored 58/100.