SENIOR ADULTS LEGAL ASSISTANCE

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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

1974

Legal Domicile

Principal Officer

GEORGIA BACIL

Phone

4082955991

Tax Period

2023-07-01 to 2024-06-30

SENIOR ADULTS LEGAL ASSISTANCE, founded in 1974, is a community nonprofit in the Crime & Legal sector that reported $1.1M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

SUPPORT OLDER PERSONS IN THEIR EFFORTS TO LIVE SAFELY, INDEPENDENTLY, NON-INSTITUTIONALIZED, AND WITH DIGNITY.

Program Service Accomplishments

Program 1

Expenses: $984,233

LEGAL AID-CIVIL - PROVIDES FREE LEGAL SERVICES AND COMMUNITY EDUCATION TO ELDERS IN THE FOLLOWING AREAS OF LAW: PUBLIC BENEFITS, HOUSING, ELDER ABUSE, NURSING HOMES, CONSUMER, ADVANCE DIRECTIVES AND SIMPLE WILLS. IN ADDITION, LEGAL AID-CIVIL ADDRESSES LEGAL ISSUES AFFECTING ELDERS THROUGH COLLABORATIVE ACTIVITIES AND PROVIDES OUTREACH SERVICES TO TARGETING ELDERS, THEIR FAMILIES, THEIR ADVOCATES, AND OTHER SERVICE PROVIDERS.

Program 2

Expenses: $16,578

VOLUNTEER TRAINING - RECRUITS AND TRAINS VOLUNTEER INTAKE WORKERS AND PRO BONO ATTORNEYS TO ASSIST SALA'S ATTORNEY STAFF WITH THE PROVISON OF LEGAL SERVICES AND COMMUNITY EDUCATION THROUGH THE LEGAL...

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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 $1,107,813

Program Service Revenue $0

Investment Income $1,101

Other Revenue $0

TOTAL REVENUE $1,108,914

Expense Breakdown

Grants Paid $0

Salaries & Benefits $933,663

Fundraising Expenses $10,661

Program Expenses $1,000,811

Other Expenses $213,286

TOTAL EXPENSES $1,146,949

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,108,914	$975,220	+0.1%
Expenses	$1,146,949	$1,003,644	+0.1%
Net Income	$-38,035	$-28,424	+0.3%

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

$146,797

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE SAMUELS	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
HEATHER J SMITH	BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CLAIRE OWENS	BOARD SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
H SHINNY LIU ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL J MARTIN ESQ	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW WANTANABE	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGIA BACIL	DIRECTING ATTORNEY	35.00	Officer	$144,163	$2,634	$146,797
MICHELE SCHROEDER	SUPERVISING ATTORNEY	35.00	Highest	$122,570	$14,017	$136,587

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	No data	No data	No data
2024	$1,108,914	$1,146,949	$765,039	$-38,035
2023	$975,220	$1,003,644	$842,180	$-28,424
2022	$928,262	$877,697	$698,901	$50,565
2021	$787,746	$830,001	$656,657	$-42,255
2020	$809,208	$777,397	$657,392	$31,811
2019	$758,460	$758,326	$631,039	$134
2018	$905,301	$723,902	$629,513	$181,399