SENIORS FOUNDATION

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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

1981

Legal Domicile

Principal Officer

DEREK MEYER

Phone

4024416179

Tax Period

2024-09-01 to 2025-08-31

SENIORS FOUNDATION, founded in 1981, is a micro nonprofit that reported $81K in total revenue in fiscal year 2024. Expenses of $76K left a modest 6% surplus.

Mission

TO ENRICH THE LIVES OF SENIORS BY SUPPORTING AGING PARTNERS.

Program Service Accomplishments

Program 1

Expenses: $16,527

THE SENIORS FOUNDATION BELIEVES EVERY PERSON HAS THE RIGHT TO BE TREATED WITH DIGNITY AND RESPECT AS THEY AGE. THE SENIORS FOUNDATION ADVOCATES FOR THIS AGING POPULATION IN THE COMMUNITY. THROUGH...

THE SENIORS FOUNDATION BELIEVES EVERY PERSON HAS THE RIGHT TO BE TREATED WITH DIGNITY AND RESPECT AS THEY AGE. THE SENIORS FOUNDATION ADVOCATES FOR THIS AGING POPULATION IN THE COMMUNITY. THROUGH EFFECTIVE FUNDRAISING WE ARE ABLE TO SUPPORT ADEQUATE FACILITIES AND PROGRAMS SERVING THIS POPULATION. QUALITY OF LIFE IS THEN ENHANCED AND SUPPORTED BY INSPIRING HOPE, EMBRACING CULTURAL DIVERSITY, AND HAVING THE SUPPORT OF A WELL RESPECTED AND MANAGED FOUNDATION.

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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 $72,936

Program Service Revenue $0

Investment Income $13,337

Other Revenue $-5,081

TOTAL REVENUE $81,192

Expense Breakdown

Grants Paid $7,360

Salaries & Benefits $51,195

Fundraising Expenses $38,688

Program Expenses $16,527

Other Expenses $17,530

TOTAL EXPENSES $76,085

Year-over-Year Comparison

	2024	2023	Change
Revenue	$81,192	$82,394	0.0%
Expenses	$76,085	$67,881	+0.1%
Net Income	$5,107	$14,513	-0.6%

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

$45,835

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINA COTTON	EXECUTIVE DI	20.00	Officer	$45,835	$0	$45,835
JEFF AHL	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS BLOMENBERG	DIRECTOR	1.00	Director	$0	$0	$0
DENISE BULLING	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CROGHAN	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINE DYKEMAN-SCHOENING	SECRETARY	2.00	Officer Director	$0	$0	$0
MARY JO GILLESPIE	DIRECTOR	1.00	Director	$0	$0	$0
BECCA HENRY	PRESIDENT-EL	2.00	Officer Director	$0	$0	$0
J HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
DEB KALLHOFF	DIRECTOR	1.00	Director	$0	$0	$0
ROGER LEMPKE	PRESIDENT	2.00	Officer Director	$0	$0	$0
APRIL LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
DEREK MEYER	TREASURER	2.00	Officer Director	$0	$0	$0
BOB MICHL	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MIERS	DIRECTOR	1.00	Director	$0	$0	$0
JOY PATTEN	DIRECTOR	1.00	Director	$0	$0	$0
KIERSTIN REED	DIRECTOR	1.00	Director	$0	$0	$0
SAMI SEGELKE	DIRECTOR	1.00	Director	$0	$0	$0
KATE SPECK	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN SZWANEK	PAST PRESIDE	2.00	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
2025	$81,192	$76,085	$549,640	$5,107
2024	$82,394	$67,881	$513,658	$14,513
2023	$363,514	$155,214	$453,433	$208,300
2022	$331,587	$318,660	$484,162	$12,927
2021	$99,391	$99,477	$520,311	$-86
2020	$45,394	$74,438	$393,885	$-29,044
2019	$49,751	$70,572	$339,669	$-20,821
2018	$51,007	$66,463	$320,793	$-15,456