Senior & Family Services Inc (EIN 351763247) - 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

1989

Legal Domicile

Principal Officer

Laura B Greenfield

Phone

8122541881

Tax Period

2024-01-01 to 2024-12-31

Senior & Family Services Inc, founded in 1989, is a small nonprofit in the Human Services sector that reported $549K in total revenue in fiscal year 2024. Expenses of $520K left a modest 5% surplus.

Mission

Providing assistance to area senior citizens.

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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 (2024)

Revenue Breakdown

Contributions & Grants $541,670

Program Service Revenue $0

Investment Income $113

Other Revenue $6,800

TOTAL REVENUE $548,583

Expense Breakdown

Grants Paid $0

Salaries & Benefits $248,826

Fundraising Expenses $0

Program Expenses $446,730

Other Expenses $271,431

TOTAL EXPENSES $520,257

Year-over-Year Comparison

	2024	2023	Change
Revenue	$548,583	$556,501	0.0%
Expenses	$520,257	$519,084	+0.0%
Net Income	$28,326	$37,417	-0.2%

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

N/A

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

Total Directors

$38,182

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Laura B Greenfield	Executive Dir.	40.00	Director	$38,182	$0	$38,182
Rick Chambon	President	1.00	Director	$0	$0	$0
Mike Walker	Vice President	1.00	Director	$0	$0	$0
Jan Wahl	Secretary	1.00	Director	$0	$0	$0
Jon Pierce	Treasurer	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	$548,583	$520,257	$403,020	$28,326
2023	$556,501	$519,084	$380,940	$37,417
2022	$472,144	$484,479	$310,516	$-12,335
2021	$573,237	$505,304	$317,012	$67,933
2020	$524,502	$521,154	$265,982	$3,348
2019	$624,266	$660,180	$265,971	$-35,914

Senior & Family Services Inc