Volunteers Assisting Seniors

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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

1976

Legal Domicile

Principal Officer

CJ Guenzel

Phone

4024446617

Tax Period

2024-07-01 to 2025-06-30

Volunteers Assisting Seniors, founded in 1976, is a small nonprofit that reported $448K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $79K, a strong 18% operating margin.

Mission

Assisting seniors with benefits

Program Service Accomplishments

Program 1

Expenses: $193,696 Revenue: $340,611

Client assistance in obtaining needed services and rights and entitlements under the law.

Program 2

Expenses: $40,002 Revenue: $61,035

Public education in obtaining needed services and rights and entitlements under the law.

Program 3

Expenses: $44,002 Revenue: $67,128

Volunteer training to assist the elderly in obtaining needed services and rights.

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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 $430,273

Program Service Revenue $0

Investment Income $17,798

Other Revenue $0

TOTAL REVENUE $448,071

Expense Breakdown

Grants Paid $0

Salaries & Benefits $240,846

Fundraising Expenses $19,043

Program Expenses $277,700

Other Expenses $127,756

TOTAL EXPENSES $368,602

Year-over-Year Comparison

	2024	2023	Change
Revenue	$448,071	$351,208	+0.3%
Expenses	$368,602	$262,208	+0.4%
Net Income	$79,469	$89,000	-0.1%

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

Total Directors

Key Employees

$82,513

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Toni Roberts	Executive Director	40.00	Key Emp Highest	$82,513	$0	$82,513
Barb Rizvi	President	2.00	Officer Director	$0	$0	$0
Dan Lorraine	Vice President	2.00	Officer Director	$0	$0	$0
Susan Whitfield	Secretary	2.00	Officer Director	$0	$0	$0
CJ Guenzel	Treasurer	2.00	Officer Director	$0	$0	$0
Rick Scofield	Director	2.00	Director	$0	$0	$0
Jeff Smith	Director	2.00	Director	$0	$0	$0
David Levy	Director	2.00	Director	$0	$0	$0
Scott Berryman	Director	2.00	Director	$0	$0	$0
Colm Breathnach	Director	2.00		$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
2025	$448,071	$368,602	$811,267	$79,469
2024	$351,208	$262,208	$564,366	$89,000
2023	$259,251	$232,231	$451,045	$27,020
2022	$224,201	$222,757	$424,025	$1,444
2021	$278,884	$230,308	$471,518	$48,576
2020	$249,304	$230,410	$422,942	$18,894
2019	$247,777	$214,591	$404,048	$33,186