SERVING OUR SENIORS INC (EIN 341840241) - 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

1996

Legal Domicile

Principal Officer

SUSAN DAUGHERTY

Phone

4196254942

Tax Period

2023-10-01 to 2024-09-30

SERVING OUR SENIORS INC, founded in 1996, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2023. Expenses of $1.7M left a modest 13% surplus.

Mission

TO PROVIDE THE SERVICES THAT SUPPORT ERIE COUNTY CITIZENS AGE 60+ TO CONTINUE HEALTHY LIVING AND TO MAINTAIN THEIR FUNCTIONAL INDEPENDENCE.

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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 $1,895,167

Program Service Revenue $8,319

Investment Income $57,393

Other Revenue $12,203

TOTAL REVENUE $1,973,082

Expense Breakdown

Grants Paid $517,335

Salaries & Benefits $687,549

Fundraising Expenses $21,889

Program Expenses $1,419,925

Other Expenses $516,942

TOTAL EXPENSES $1,721,826

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,973,082	$1,990,133	0.0%
Expenses	$1,721,826	$1,460,393	+0.2%
Net Income	$251,256	$529,740	-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

$112,995

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN DAUGHERTY	EXECUTIVE DI	55.00	Officer	$90,929	$22,066	$112,995
MARCI ANTONELLI-VACCARO	TRUSTEE	1.00	Director	$0	$0	$0
DAVID BRINK	TREASURER	4.00	Officer Director	$0	$0	$0
LINDA EYERMAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID GAMEZ	TRUSTEE	1.00	Director	$0	$0	$0
JANICE GROSE	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD GRUBBE	TRUSTEE	1.00	Director	$0	$0	$0
STEVE HAFNER	TRUSTEE	1.00	Director	$0	$0	$0
CATHY KIRBY	SECRETARY	1.00	Officer Director	$0	$0	$0
PATTI KREWSON	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
DAVID MILLER	TRUSTEE	1.00	Director	$0	$0	$0
ELLIE OLSEN	TRUSTEE	1.00	Director	$0	$0	$0
MARCIA RENANDE	TRUSTEE	1.00	Director	$0	$0	$0
SHARON TURINI-KENT	TRUSTEE	1.00	Director	$0	$0	$0
SPARKY WEILNAU	PRESIDENT	4.00	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
2024	$1,973,082	$1,721,826	$3,202,099	$251,256
2023	$1,990,133	$1,460,393	$2,959,313	$529,740
2022	$1,991,801	$1,360,768	$2,039,207	$631,033
2021	$1,371,909	$1,254,770	$1,454,875	$117,139
2020	$1,448,365	$1,264,517	$1,441,953	$183,848
2019	$1,210,724	$1,274,178	$1,141,716	$-63,454
2018	$1,247,598	$1,179,220	$1,212,927	$68,378

SERVING OUR SENIORS INC