Pro Seniors 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

1975

Legal Domicile

Principal Officer

Dimity Orlet

Phone

5133454160

Tax Period

2022-10-01 to 2023-09-30

Pro Seniors Inc, founded in 1975, is a community nonprofit in the Human Services sector that reported $3.3M in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.1M left a modest 7% surplus.

Mission

Pro Seniors' mission is to enhance the independence and quality of life of older adults by empowering them, by protecting their interests and by facilitating their access to resources.

Program Service Accomplishments

Program 1

Expenses: $1,038,908 Revenue: $39,827

The agency's legal program assisted more than 7,700 clients with more than 8,500 legal matters, including providing legal advice and representation regarding health issues, public benefits, consumer issues, housing, foreclosure prevention and pensions. This program utilized $19,862.11 of donated services.

Program 2

Expenses: $678,515

Agency long-term care ombudsmen helped more than 11,000 individuals with issues and problems related to long-term care, including care plans, abuse, restraints, lost or stolen belongings, quality of care, misappropriation of funds, transfers and discharges, and long-term care facility selection. This program utilized $33,604.84 of donated services

Program 3

Expenses: $794,277

The agency's Ohio Medicare Patrol (SMP) team members participated in more than 380 group outreach and education events, reaching more than 29,000 individuals. Volunteers for SMP provided over 182...

The agency's Ohio Medicare Patrol (SMP) team members participated in more than 380 group outreach and education events, reaching more than 29,000 individuals. Volunteers for SMP provided over 182 hours of service to educate seniors about taking an active role in the detection, prevention and reporting of health care errors, fraud and abuse. This program utilized $7,345.88 of donated services.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,263,161

Program Service Revenue $39,827

Investment Income $200

Other Revenue $-1,697

TOTAL REVENUE $3,301,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,227,798

Fundraising Expenses $97,159

Program Expenses $2,511,700

Other Expenses $834,089

TOTAL EXPENSES $3,061,887

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,301,491	$2,978,564	+0.1%
Expenses	$3,061,887	$2,611,611	+0.2%
Net Income	$239,604	$366,953	-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

$231,482

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ashley Shannon Burke	Trustee	3.00	Director	$0	$0	$0
Esther M Norton	Trustee	3.00	Director	$0	$0	$0
Nancy M Cassady	Trustee	3.00	Director	$0	$0	$0
Jeffrey Daniher	Trustee - Exit 04/28/23	3.00	Director	$0	$0	$0
Simon T Buchman	Trustee	3.00	Director	$0	$0	$0
Sandra Jones Mitchell	Trustee	3.00	Director	$0	$0	$0
Candis M Smith	Trustee	3.00	Director	$0	$0	$0
Michael M Kennedy	Trustee	3.00	Director	$0	$0	$0
Christine A Buttress	Trustee	3.00	Director	$0	$0	$0
Helen Fanz LeVay	Secretary	3.00	Officer Director	$0	$0	$0
Thomas R Meyer	Treasurer	3.00	Officer Director	$0	$0	$0
Chad S Levin	President	3.00	Officer Director	$0	$0	$0
Joshua Goode	Trustee	3.00	Director	$0	$0	$0
Julia E Tarvin	Vice President	3.00	Officer Director	$0	$0	$0
Jami Vallandingham	Trustee	3.00	Director	$0	$0	$0
Jill Gorley	Trustee	3.00	Director	$0	$0	$0
Ryan O'Leary	Trustee	3.00	Director	$0	$0	$0
Cynthia D Durkin	Trustee	3.00	Director	$0	$0	$0
Mary Lynn Creighton	Trustee - Start 04/28/2023	3.00	Director	$0	$0	$0
Dimity V Orlet	Executive Director	40.00	Officer	$134,006	$13,912	$147,918
Laurie A Crothers	Controller	40.00	Officer	$79,200	$4,364	$83,564

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	No data	No data	No data	No data
2023	$3,301,491	$3,061,887	$2,751,029	$239,604
2022	$2,978,564	$2,611,611	$1,928,117	$366,953
2021	$2,809,139	$2,629,012	$2,173,544	$180,127
2020	$2,323,501	$2,316,117	$1,832,577	$7,384
2019	$2,311,419	$2,281,754	$1,527,522	$29,665
2018	$2,173,392	$2,131,664	$1,438,974	$41,728