FRIENDSHIP SENIOR OPTIONS NFP

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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

2003

Legal Domicile

Principal Officer

GEOFFREY ROEHLL

Phone

8478845000

Tax Period

2024-04-01 to 2025-03-31

Mission

KEEPING FRIENDSHIP AT THE CENTER OF EVERYTHING WE DO, FRIENDSHIP SENIOR OPTIONS OFFERS EXCEPTIONAL SERVICES TO SENIORS ALONG LIFE'S JOURNEY.

Program Service Accomplishments

Program 1

THE CORPORATION, WHICH IS INTENDED TO BE A "SUPPORTING ORGANIZATION" (AS THAT TERM IS DEFINED IN SECTION 509(A)(3) OF THE CODE AND IN TREASURY REGULATION 1.509(A)-4(I)), OPERATES EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF RELATED ENTITIES, SO LONG AS EACH ORGANIZATION CONTINUES TO QUALIFY AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE CODE.

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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 $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,399,967

TOTAL EXPENSES $3,399,967

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$5,382,997	-1.0%
Expenses	$3,399,967	$12,017,058	-0.7%
Net Income	N/A	$-6,634,061	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLARK DELANOIS	CHAIRMAN	1.00	Director	$0	$0	$0
LOREN TRIMBLE	TREASURER	1.00	Director	$0	$0	$0
GEOFFREY ROEHLL	SECRETARY	1.00	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	No data	$3,399,967	$2,858,738	No data
2024	$5,382,997	$12,017,058	$6,779,497	$-6,634,061
2023	$7,076,350	$6,931,945	$8,162,664	$144,405
2022	$7,371,857	$6,951,163	$9,017,115	$420,694
2021	$8,246,339	$12,975,012	$8,242,674	$-4,728,673
2020	$8,268,315	$11,182,587	$12,517,156	$-2,914,272
2019	$8,176,439	$7,877,297	$15,313,110	$299,142