HELPING HANDS SENIOR FOUNDATION (EIN 474275323) - 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

2015

Legal Domicile

Principal Officer

SEAN M MARKIE

Phone

8182796580

Tax Period

2023-01-01 to 2023-12-31

HELPING HANDS SENIOR FOUNDATION, founded in 2015, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $478K, a strong 23% operating margin.

Mission

HELPING DISABLED SENIORS LEARN ABOUT RESOURCES TO PROMOTE INDEPENDENCE AND QUALITY OF LIFE.

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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 $376,224

Program Service Revenue $1,681,570

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,057,794

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,272,161

Fundraising Expenses $0

Program Expenses $1,008,321

Other Expenses $307,297

TOTAL EXPENSES $1,579,458

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,057,794	$1,422,760	+0.4%
Expenses	$1,579,458	$1,441,539	+0.1%
Net Income	$478,336	$-18,779	-26.5%

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

N/A

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

$269,766

Total Directors

$275,766

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN M MARKIE	CHAIRMAN/CEO	40.00	Officer Director	$124,582	$11,600	$136,182
MARIA BARRERA	SECRETARY	40.00	Officer Director	$117,935	$9,649	$127,584
SCOTT JOLLEY	TREASURER	1.00	Officer Director	$6,000	$0	$6,000
JASON SCHIFFER	BOARD MEMBER	1.00	Director	$6,000	$0	$6,000

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	No data	No data	No data	No data
2023	$2,057,794	$1,579,458	$703,491	$478,336
2022	$1,422,760	$1,441,539	$181,083	$-18,779
2021	$1,196,691	$1,086,041	$371,743	$110,650
2020	$894,785	$780,691	$277,899	$114,094
2020	$879,997	$777,689	$265,999	$102,308
2019	$603,152	$630,360	$37,707	$-27,208
2018	$633,044	$652,142	$51,055	$-19,098

HELPING HANDS SENIOR FOUNDATION