FORTUNA SENIOR SERVICES INC (EIN 200322659) - 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

KATHY FINLAY

Phone

7077269203

Tax Period

2024-07-01 to 2025-06-30

FORTUNA SENIOR SERVICES INC, founded in 2004, is a micro nonprofit in the Human Services sector that reported $86K in total revenue in fiscal year 2024. Revenue fell 88% from the prior year — a significant decline worth monitoring. Expenses of $102K exceeded revenue, resulting in a 19% operating deficit.

Mission

OUR MISSION IS TO PROVIDE SENIORS WITH INFORMATION AND RESOURCES TO ASSIST WITH THE PROCESS OF AGING, AND TO PROVIDE PROGRAMS AND ACTIVITIES THAT WILL HELP THEM TO BE PHYSICALLY AND MENTALLY ACTIVE.

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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 $38,284

Program Service Revenue $23,307

Investment Income $2,005

Other Revenue $21,963

TOTAL REVENUE $85,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,272

Other Expenses $102,168

TOTAL EXPENSES $102,168

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,559	$715,583	-0.9%
Expenses	$102,168	$92,929	+0.1%
Net Income	$-16,609	$622,654	-1.0%

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

N/A

Volunteers

100

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
JOHN SCHMIDT	Director	2.00	Director	$0	$0	$0
HAROLYN SALTER	Director	2.00	Director	$0	$0	$0
PAM GOODWIN	Director	2.00	Director	$0	$0	$0
JACK SAFFELL	Director	2.00	Director	$0	$0	$0
JERRY MURRY	Director	2.00	Director	$0	$0	$0
KEVIN JOHNSON	Director	2.00	Director	$0	$0	$0
CHUCK DWELLEY	Director	2.00	Director	$0	$0	$0
LINDA WALL	Treasurer	10.00	Officer Director	$0	$0	$0
KATHY FINLAY	President	5.00	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
2025	$85,559	$102,168	$2,674,618	$-16,609
2024	$715,583	$92,929	$2,660,692	$622,654
2023	$577,294	$53,266	$2,045,789	$524,028
2022	$606,732	$49,548	$1,521,795	$557,184
2021	$229,357	$38,771	$1,075,940	$190,586
2020	$80,553	$89,575	$805,991	$-9,022
2019	$85,703	$73,861	$820,865	$11,842

FORTUNA SENIOR SERVICES INC