ROCHESTER FRIENDLY SENIOR SERVICES

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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

1994

Legal Domicile

Principal Officer

GLEN COOPER

Phone

5853811600

Tax Period

2023-01-01 to 2023-12-31

ROCHESTER FRIENDLY SENIOR SERVICES, founded in 1994, is a community nonprofit in the Human Services sector that reported $2.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.5M, a strong 54% operating margin.

Mission

FRIENDLY SENIOR LIVING SUPPORTS A CONTINUUM OF HOUSING, HEALTH CARE AND COMMUNITY SERVICES TO MEET THE CHALLENGING NEEDS OF OLDER ADULTS. WE SUPPORT RESEARCH, EDUCATION AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $723,804

FRIENDLY SENIOR SERVICES NOT-FOR-PROFIT MISSION IS TO SUPPORT AGING SERVICE ORGANIZATIONS INCLUDING THE FRIENDLY HOME, LINDEN KNOLL AND CLOVERWOOD AS WELL AS BROADENING SERVICES AVAILABLE TO SENIORS...

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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 $924,843

Program Service Revenue $0

Investment Income $1,845,487

Other Revenue $0

TOTAL REVENUE $2,770,330

Expense Breakdown

Grants Paid $216,672

Salaries & Benefits $168,154

Fundraising Expenses $42,132

Program Expenses $723,804

Other Expenses $891,304

TOTAL EXPENSES $1,276,130

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,770,330	$2,536,925	+0.1%
Expenses	$1,276,130	$1,199,325	+0.1%
Net Income	$1,494,200	$1,337,600	+0.1%

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

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

$721,370

Total Directors

$493,963

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK W ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID J WHITAKER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOHN B HENDERSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN J PHELPS	TREASURER	1.00	Officer Director	$0	$0	$0
KIMBERLY WILBORN	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD H CARMAN IV	SECRETARY	1.00	Officer Director	$0	$0	$0
STAN PECK	DIRECTOR	1.00	Director	$0	$0	$0
GLEN COOPER	PRESIDENT/CEO	7.50	Officer Director	$493,963	$0	$493,963
CHRISTINE JOHNSON	CFO	3.80	Officer	$0	$5,297	$227,407

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	$2,770,330	$1,276,130	$46,342,984	$1,494,200
2022	$2,536,925	$1,199,325	$43,440,786	$1,337,600
2021	$3,492,268	$966,605	$48,168,182	$2,525,663
2020	$1,733,956	$915,902	$32,489,392	$818,054
2019	$1,650,092	$1,455,332	$30,661,960	$194,760
2018	$2,606,546	$649,828	$26,624,103	$1,956,718