SENIOR SERVICES ASSOCIATES 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

1973

Legal Domicile

Principal Officer

JOANN HARTMANN

Phone

8477410404

Tax Period

2023-10-01 to 2024-09-30

SENIOR SERVICES ASSOCIATES INC, founded in 1973, is a mid-sized nonprofit that reported $11.2M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $9.9M left a modest 12% surplus.

Mission

DEDICATED TO SUSTAINING AND IMPROVING THE QUALITY OF LIFE FOR MATURE ADULTS, PERSONS WITH DISABILITIES AGES 18-59, AND CAREGIVERS BY PROVIDING ACCESS TO THE SOCIAL SERVICES THEY NEED WHILE PRESERVING THEIR INDEPENDENCE, PROMOTING MENTAL AND PHYSICAL WELL BEING.

Program Service Accomplishments

Program 1

Expenses: $8,742,209 Revenue: $111,563

PROVIDE ASSESSMENTS FOR DETERMINING SENIOR CLIENT NEEDS, PROVIDE REFERRALS FOR SERVICES, AND MANAGING CARE COORDINATION. PROVIDE TRANSPORTATION, INFORMATION & ASSISTANCE SERVICES, FRIENDLY VISITING, CAREGIVER RESOURCES, CAREGIVER COUNSELING, NURSING HOME OMBUDSMAN, EDUCATION & RECREATION, EVIDENCE-BASED PROGRAMS, INVESTIGATION AND CASE MANAGEMENT FOR ELDER ABUSE AND SELF-NEGLECT.

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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 $11,048,856

Program Service Revenue $99,239

Investment Income $77,471

Other Revenue $-10,075

TOTAL REVENUE $11,215,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,219,449

Fundraising Expenses $169,290

Program Expenses $8,742,209

Other Expenses $2,632,515

TOTAL EXPENSES $9,851,964

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,215,491	$9,146,383	+0.2%
Expenses	$9,851,964	$8,714,540	+0.1%
Net Income	$1,363,527	$431,843	+2.2%

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

Employees

151

Volunteers

738

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

$114,888

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANN HARTMANN	PRESIDENT	4.00	Officer Director	$0	$0	$0
JACK KREGER	VICE-PRESIDENT	4.00	Officer Director	$0	$0	$0
GILBERT NORE	SECRETARY/TREASURER	4.00	Officer Director	$0	$0	$0
DEBORAH BRUNELLE	DIRECTOR	1.00	Director	$0	$0	$0
BETH BURG	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA J COCLANIS-LODING	DIRECTOR	1.00	Director	$0	$0	$0
DR MUHAMMAD HABIBULLA	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE TREADWAY	DIRECTOR	1.00	Director	$0	$0	$0
KHAMPHOUI VIXAYSAKD	DIRECTOR	1.00	Director	$0	$0	$0
TOM SMITH	DIRECTOR	1.00	Director	$0	$0	$0
JONE EBEL	DIRECTOR	1.00	Director	$0	$0	$0
NATORIA BROWN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MILLER	EXECUTIVE DIRECTOR	40.00	Officer	$106,462	$8,426	$114,888

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	$11,215,491	$9,851,964	$8,371,784	$1,363,527
2023	$9,146,383	$8,714,540	$7,357,630	$431,843
2022	$8,395,267	$8,021,763	$5,787,338	$373,504
2021	$8,023,049	$6,844,271	$5,377,717	$1,178,778
2020	$7,303,260	$6,683,409	$4,864,748	$619,851
2019	$6,043,634	$5,863,917	$3,347,725	$179,717
2018	$5,528,591	$5,589,832	$2,737,021	$-61,241