Southeast Seniors A living at homeblock nurse program (EIN 363579534) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

Diana Schleisman

Phone

6123312302

Tax Period

2024-07-01 to 2025-06-30

Southeast Seniors A living at homeblock nurse program, founded in 1987, is a small nonprofit in the Health Care sector that reported $365K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $322K left a modest 12% surplus.

Mission

Neighborhood helping neighbor program that uses volunteer professional staff to help seniors remain safely in their homes with an enhanced quality of life

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $337,310

Program Service Revenue $5,457

Investment Income $22,203

Other Revenue $0

TOTAL REVENUE $364,970

Expense Breakdown

Grants Paid $0

Salaries & Benefits $229,017

Fundraising Expenses $10,728

Program Expenses $238,258

Other Expenses $90,599

TOTAL EXPENSES $322,280

Year-over-Year Comparison

	2024	2023	Change
Revenue	$364,970	$260,194	+0.4%
Expenses	$322,280	$232,561	+0.4%
Net Income	$42,690	$27,633	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

200

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

$73,205

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karl Smith	Board chair	5.00	Officer Director	$0	$0	$0
John Degan	Vice chair	5.00	Officer Director	$0	$0	$0
Patti Frasher	Treasurer	5.00	Officer Director	$0	$0	$0
Karen Sorensen	Secretary	5.00	Director	$0	$0	$0
Ruth Olkon	Board member	1.00	Director	$0	$0	$0
Ardes Johnson	Director	1.00	Director	$0	$0	$0
Kay Jones	Director	1.00	Director	$0	$0	$0
Kristin Midelfort	Director	1.00	Director	$0	$0	$0
Toni Pendergrast	Director	1.00	Director	$0	$0	$0
Dave Moseman	Director	1.00	Director	$0	$0	$0
Kathleen Reilly	Director	1.00	Director	$0	$0	$0
Diana Schleisman	Executive Director	40.00	Officer	$64,480	$8,725	$73,205

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	$364,970	$322,280	$445,370	$42,690
2024	$260,194	$232,561	$406,034	$27,633
2023	$282,673	$271,177	$372,948	$11,496
2022	$251,100	$231,006	No data	$20,094
2021	$244,036	$219,226	$295,957	$24,810

Southeast Seniors A living at homeblock nurse program