FRIENDSHIP SENIOR OPTIONS FOUNDATION NFP (EIN 201630044) - 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

GEOFFREY ROEHLL

Phone

8478845000

Tax Period

2024-04-01 to 2025-03-31

FRIENDSHIP SENIOR OPTIONS FOUNDATION NFP, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $372K in total revenue in fiscal year 2018. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $126K, a strong 34% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT FOR FRIENDSHIP SENIOR OPTIONS, NFP AND ITS AFFILIATES.

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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 $22,138

Other Revenue $0

TOTAL REVENUE $22,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,529

TOTAL EXPENSES $2,529

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,138	$34,533	-0.4%
Expenses	$2,529	$38,477	-0.9%
Net Income	$19,609	$-3,944	-6.0%

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

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	$22,138	$2,529	$621,912	$19,609
2024	$34,533	$38,477	$609,992	$-3,944
2023	$156,513	$53,728	$592,206	$102,785
2022	$105,869	$237,566	$597,207	$-131,697
2021	$339,882	$612,146	$665,186	$-272,264
2020	$334,223	$335,525	$920,783	$-1,302
2019	$371,544	$246,043	$914,455	$125,501

FRIENDSHIP SENIOR OPTIONS FOUNDATION NFP