MARION SENIOR SERVICES INC

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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

1973

Legal Domicile

Principal Officer

JENNIFER MARTINEZ

Phone

3526203501

Tax Period

2023-01-01 to 2023-12-31

MARION SENIOR SERVICES INC, founded in 1973, is a community nonprofit that reported $9.6M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TO ASSIST THE ELDERLY, DISABLED AND DISADVANTAGED RESIDENTS OF MARION COUNTY TO MAINTAIN INDEPENDENT LIVING STATUS.

Program Service Accomplishments

Program 1

Expenses: $3,366,042 Revenue: $440,751

PROVIDE TRANSPORTATION FOR MEDICAL, LIFE SUSTAINING, OR EDUCATIONAL PURPOSES FOR RESIDENTS WHO DO NOT DRIVE OR OWN/HAVE ACCESS TO A VEHICLE. PROVIDE ALL ADA TRANSPORTATION FOR RESIDENTS OF MARION...

PROVIDE TRANSPORTATION FOR MEDICAL, LIFE SUSTAINING, OR EDUCATIONAL PURPOSES FOR RESIDENTS WHO DO NOT DRIVE OR OWN/HAVE ACCESS TO A VEHICLE. PROVIDE ALL ADA TRANSPORTATION FOR RESIDENTS OF MARION COUNTY. FUNDING PROVIDED MAINLY THROUGH SECTIONS 5310 AND 5311, TRANSPORTATION DISADVANTAGED, AND LOCAL COUNTY FUNDS.

Program 2

Expenses: $1,236,354 Revenue: $40,856

COMMUNITY CARE FOR THE ELDERLY PROGRAM PROVIDES HOME CARE SERVICES, INCLUDING ADULT DAY CARE, PERSONAL CARE, HOMEMAKER, HOME DELIVERED MEALS, EMERGENCY ALERT RESPONSE, CASE AID, AND CASE MANAGEMENT TO FUNCTIONALLY IMPAIRED ELDERLY PERSONS TO HELP THEM LIVE INDEPENDENT LIVES. CCE IS FUNDED THROUGH THE STATE OF FLORIDA GENERAL REVENUE FUND.

Program 3

Expenses: $714,715 Revenue: $58,583

TITLE IIIB IS A FEDERAL PROGRAM THROUGH THE OLDER AMERICANS ACT. IT PROVIDES PERSONS AGE 60 AND OVER TO RECEIVE HOMEMAKER SERVICES, TELEPHONE REASSURANCE AND EMERGENCY ALERT RESPONSE SERVICES TO HELP...

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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 (2023)

Revenue Breakdown

Contributions & Grants $8,975,020

Program Service Revenue $540,190

Investment Income $14,532

Other Revenue $34,579

TOTAL REVENUE $9,564,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,031,964

Fundraising Expenses $0

Program Expenses $7,415,925

Other Expenses $5,433,402

TOTAL EXPENSES $9,465,366

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,564,321	$8,290,761	+0.2%
Expenses	$9,465,366	$8,564,518	+0.1%
Net Income	$98,955	$-273,757	-1.4%

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

144

Volunteers

118

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

$215,690

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER MARTINEZ	EXECUTIVE DI	40.00	Officer	$120,020	$13,738	$133,758
TAMARA A GRANT-POWELL	FINANCE DIRE	40.00	Officer	$69,200	$12,732	$81,932
JESSE BLAIR	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE DANSBY	IMMEDIATE PA	1.00	Director	$0	$0	$0
DR CJ EMMONS	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE GILMORE	DIRECTOR	1.00	Director	$0	$0	$0
JACK HILLESLAND	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
FELECIA JUDGE	CHAIRWOMAN	1.00	Officer Director	$0	$0	$0
JENNA KRAGER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE MCQUAIG	DIRECTOR	1.00	Director	$0	$0	$0
BILL OPPENHEIMER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT PUTZEYS	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA RAUBA	DIRECTOR	1.00	Director	$0	$0	$0
APRIL SAVARESE	DIRECTOR	1.00	Director	$0	$0	$0
RHODA WALKUP	DIRECTOR	1.00	Director	$0	$0	$0
BILLY WOODS	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$9,564,321	$9,465,366	$7,492,571	$98,955
2022	$8,290,761	$8,564,518	$7,073,424	$-273,757
2021	$7,456,492	$7,739,827	$7,181,619	$-283,335
2020	$7,642,973	$6,991,197	$7,698,103	$651,776
2019	$6,949,659	$6,707,156	$6,759,358	$242,503
2018	$6,810,766	$6,743,008	$6,487,995	$67,758