SENIORFIRST FOUNDATION INC (EIN 161378080) - 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

2004

Legal Domicile

Principal Officer

Scott E Maar

Tax Period

2023-01-01 to 2023-12-31

SENIORFIRST FOUNDATION INC, founded in 2004, is a small nonprofit in the Human Services sector that reported $118K in total revenue in fiscal year 2023. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $34K, a strong 29% operating margin.

Mission

Operates primarily in support of and for the benefit of Seniorsfirst Communities and other programs and projects related to the field of geriatrics.

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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 (2023)

Revenue Breakdown

Contributions & Grants $14,824

Program Service Revenue $0

Investment Income $102,890

Other Revenue $0

TOTAL REVENUE $117,714

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,046

Program Expenses $12,772

Other Expenses $83,298

TOTAL EXPENSES $83,298

Year-over-Year Comparison

	2023	2022	Change
Revenue	$117,714	$281,966	-0.6%
Expenses	$83,298	$908,487	-0.9%
Net Income	$34,416	$-626,521	-1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terry Cotton	Director	0.5	Director	$0	$0	$0
Leticia Fornataro	Vice Chairperson	0.5	Officer Director	$0	$0	$0
Duane Girdner	Director	0.5	Director	$0	$0	$0
Desirae Davis	Secretary	0.5	Officer Director	$0	$0	$0
Elaine Hiscock	Director	0.5	Director	$0	$0	$0
Mark Muthig	Chairperson	0.5	Officer Director	$0	$0	$0
Joy Lipari	Treasurer	0.5	Officer 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	No data	No data	No data	No data
2023	$117,714	$83,298	$1,815,275	$34,416
2022	$281,966	$908,487	$1,803,804	$-626,521
2021	$334,560	$170,058	$2,942,578	$164,502
2020	$151,378	$56,783	$2,737,246	$94,595
2019	$228,101	$159,723	$2,607,685	$68,378
2018	$210,233	$244,893	$2,399,020	$-34,660

SENIORFIRST FOUNDATION INC