Foundation Assisting Seniors Inc (EIN 481256766) - 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

2001

Legal Domicile

Principal Officer

Vicki Bertin

Phone

7252444200

Tax Period

2024-07-01 to 2025-06-30

Foundation Assisting Seniors Inc, founded in 2001, is a small nonprofit in the Human Services sector that reported $681K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

Loaning durable medical equipment to seniors and veterans at no charge.

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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 $648,871

Program Service Revenue $0

Investment Income $32,353

Other Revenue $0

TOTAL REVENUE $681,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,021

Fundraising Expenses $54,027

Program Expenses $508,438

Other Expenses $653,555

TOTAL EXPENSES $705,576

Year-over-Year Comparison

	2024	2023	Change
Revenue	$681,224	$557,697	+0.2%
Expenses	$705,576	$621,262	+0.1%
Net Income	$-24,352	$-63,565	-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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Rocklin	Secretary	0.00	Director	$0	$0	$0
Carol Diane Chapman	President	30.00	Officer Director	$0	$0	$0
Kathleen Seager	Treasurer	0.00	Director	$0	$0	$0
Ray Carvajal	Trustee	8.00	Director	$0	$0	$0
Sophia Keithley	Trustee	0.00	Director	$0	$0	$0
Vicki Bertin	Trustee	30.00	Officer	$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	$681,224	$705,576	$565,915	$-24,352
2024	$557,697	$621,262	$640,487	$-63,565
2023	$718,974	$831,278	$809,476	$-112,304
2022	$433,607	$369,291	$648,589	$64,316
2021	$292,581	$264,328	$601,729	$28,253
2020	$106,852	$211,013	$633,680	$-104,161
2019	$178,194	$221,460	$682,147	$-43,266
2018	$188,070	$229,062	$673,915	$-40,992

Foundation Assisting Seniors Inc