SERVICES FOR SENIORS INC (EIN 264315213) - 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

2009

Legal Domicile

Principal Officer

JACQUELINE GARDNER

Phone

8089351144

Tax Period

2023-07-01 to 2024-06-30

SERVICES FOR SENIORS INC, founded in 2009, is a small nonprofit in the Human Services sector that reported $323K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $276K left a modest 15% surplus.

Mission

SERVICES FOR SENIORS WAS FORMED FOR THE PURPOSE OF HELPING FRAIL, ELDERLY INDIVIDUALS WHO ARE POTENTIAL CANDIDATES FOR INSTITUTIONALIZATION TO REMAIN IN THE COMMUNITY BY ASSISTING IN THE MAINTENANCE OF THEIR INDEPENDENCE AND PROVIDING ASSISTANCE TO CLIENTS, FAMILIES, AND CAREGIVERS.

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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 $50,000

Program Service Revenue $273,055

Investment Income $0

Other Revenue $0

TOTAL REVENUE $323,055

Expense Breakdown

Grants Paid $0

Salaries & Benefits $202,547

Fundraising Expenses $0

Program Expenses $194,569

Other Expenses $73,405

TOTAL EXPENSES $275,952

Year-over-Year Comparison

	2023	2022	Change
Revenue	$323,055	$249,366	+0.3%
Expenses	$275,952	$357,857	-0.2%
Net Income	$47,103	$-108,491	-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

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
JACQUELINE GARDNER	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD SULLIVAN	TREASURER	0.25	Officer Director	$0	$0	$0
VICKI FIEGE	PRESIDENT	0.25	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
2025	No data	No data	No data	No data
2024	$323,055	$275,952	$103,071	$47,103
2023	$249,366	$357,857	$68,912	$-108,491
2022	$438,128	$379,331	$137,797	$58,797
2021	$285,860	$353,401	$145,363	$-67,541
2020	$283,998	$389,542	$142,790	$-105,544
2019	$505,825	$566,378	$252,700	$-60,553

SERVICES FOR SENIORS INC