SENIOR SUPPORT PROGRAM OF THE TRI-… - Form 990 Financial Data

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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

Legal Domicile

Principal Officer

CHRISTINE BEITSCH-BAHMANI

Phone

9259315379

Tax Period

2021-07-01 to 2022-06-30

SENIOR SUPPORT PROGRAM OF THE TRI-VALLEY, founded in 2005, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2021. Revenue decreased 14% compared to the prior year. Expenses of $906K left a modest 15% surplus.

Mission

TO FOSTER INDEPENDENCE, PROMOTE SAFETY AND WELL BEING, PRESERVE DIGNITY AND IMPROVE THE QUALITY OF LIFE OF SENIORS IN THE CITIES OF PLEASANTON, LIVERMORE, DUBLIN AND SUNOL.

Program Service Accomplishments

Program 1

Expenses: $73,973

Friendly Visiting Volunteer Program The friendly visiting volunteer program provides services where volunteers are matched with Seniors 104 Seniors served with 26 Group Volunteers.

Program 2

Expenses: $283,752

Behavioral Health Programs Prevention Program provides classes that educate the community on the use /misuse of alcohol and medications through 6-week session the program is called Finding Wellness...

Program 3

Expenses: $86,215

Transportation Services Transportation services provide access to senior with door-to-door mobility in the Tri Valley. The organization strides to provide same-day-service and out of the area...

Transportation Services Transportation services provide access to senior with door-to-door mobility in the Tri Valley. The organization strides to provide same-day-service and out of the area transportation. 87 Seniors Served with 30 Volunteers.

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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 (2021)

Revenue Breakdown

Contributions & Grants $834,959

Program Service Revenue $0

Investment Income $5,404

Other Revenue $221,200

TOTAL REVENUE $1,061,563

Expense Breakdown

Grants Paid $0

Salaries & Benefits $800,408

Fundraising Expenses $0

Program Expenses $820,494

Other Expenses $106,007

TOTAL EXPENSES $906,415

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,061,563	$1,231,847	-0.1%
Expenses	$906,415	$945,237	0.0%
Net Income	$155,148	$286,610	-0.5%

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

$131,436

Total Directors

$94,088

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MERCEL AMIN	INTERIM DIRECTOR	040.00	Officer Director	$94,088	$0	$94,088
ROBERT TAYLOR	EXECUTIVE DIRECTOR	040.00	Officer	$37,348	$0	$37,348
JIM BOWE	DIRECTOR	002.00	Director	$0	$0	$0
CHRISTINE SEVIER	PRESIDENT	002.00	Officer Director	$0	$0	$0
JUSTIN PROBERT	TREASURER	002.00	Officer Director	$0	$0	$0
ERIC EISENBERG	DIRECTOR	002.00	Director	$0	$0	$0
ANNE FOWLER	DIRECTOR	002.00	Director	$0	$0	$0
SAINI AJAY	DIRECTOR	002.00	Director	$0	$0	$0
TIM BROPHY	DIRECTOR	002.00	Director	$0	$0	$0
SANDRA RYAN	SECRETARY	002.00	Officer Director	$0	$0	$0
CHRISTINA RICE	VICE PRESIDENT	002.00	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
2022	$1,061,563	$906,415	$957,613	$155,148
2021	$1,231,847	$945,237	$1,057,951	$286,610
2020	$1,002,887	$1,007,734	$786,880	$-4,847
2019	$1,099,103	$1,068,670	$583,360	$30,433
2018	$1,250,346	$1,123,443	$534,284	$126,903

SENIOR SUPPORT PROGRAM OF THE TRI-VALLEY