FERNDALE SENIOR RESOURCE AGENCY (EIN 202029859) - 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

2005

Principal Officer

MARY ANN BANSEN

Phone

7077864141

Tax Period

2025-01-01 to 2025-12-31

FERNDALE SENIOR RESOURCE AGENCY, founded in 2005, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $376K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

PROVIDE HOME-DELIVERED MEALS AND TRANSPORTATION SERVICES TO SENIORS IN THE EEL RIVER VALLEY WITHIN THE 95536 ZIP 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 (2025)

Revenue Breakdown

Contributions & Grants $310,565

Program Service Revenue $65,602

Investment Income $220

Other Revenue $28

TOTAL REVENUE $376,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $220,741

Fundraising Expenses $0

Program Expenses $286,109

Other Expenses $160,142

TOTAL EXPENSES $380,883

Year-over-Year Comparison

	2025	2024	Change
Revenue	$376,415	$346,396	+0.1%
Expenses	$380,883	$378,607	+0.0%
Net Income	$-4,468	$-32,211	-0.9%

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

Total Directors

$72,710

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEIRA V SATLOF	EXECUTIVE DIREC	35.00	Director	$58,410	$0	$58,410
MARY ANN BANSEN	Treasurer	1.00	Director	$14,300	$0	$14,300
SUE INGERSOL	Vice President	1.00	Officer Director	$0	$0	$0
NEAL LATT	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MILLER	SECRETARY	1.00	Officer Director	$0	$0	$0
ERICA FIELDS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEANNE SMITH-AKAMINE	President	1.00	Officer Director	$0	$0	$0
RENAE ALEJANDRE	BOARD MEMBER	1.00	Director	$0	$0	$0
JANESE CHARPENTIER	BOARD MEMBER	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	$376,415	$380,883	$44,389	$-4,468
2024	$346,396	$378,607	$43,105	$-32,211
2023	$331,790	$355,300	$76,153	$-23,510
2022	$338,232	$354,209	$100,643	$-15,977
2021	$361,012	$323,136	$115,155	$37,876
2020	$310,589	$315,340	$106,020	$-4,751
2019	$343,825	$305,769	$87,914	$38,056
2018	$317,695	$303,710	$55,876	$13,985

FERNDALE SENIOR RESOURCE AGENCY