Setting Priorities for Retirement Years Foundation

EIN: 521723616 501(c)(3) Human Services

Washington, DC

Total Revenue
$44,422
Total Expenses
$40,269
Total Assets
$55,597
Net Assets
$38,094
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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
1991
Legal Domicile
DC
Principal Officer
Orion H Bell IV
Phone
2163731602
Tax Period
2019-01-01 to 2019-12-31

Setting Priorities for Retirement Years Foundation, founded in 1991, is a micro nonprofit in the Human Services sector that reported $44K in total revenue in fiscal year 2019. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $40K left a modest 9% surplus.

Mission

THROUGH VARIOUS AVENUES, SEEKS TO INCREASE PUBLIC AWARENESS OF THE TRAGEDY OF ELDER ABUSE, NEGLECT AND EXPLOITATION AND INFLUENCE PREVENTATIVE REGULATIONS.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $44,422
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $44,422

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $37,037
Other Expenses $40,269
TOTAL EXPENSES $40,269

Year-over-Year Comparison

2019 2018 Change
Revenue $44,422 $61,380 -0.3%
Expenses $40,269 $42,055 0.0%
Net Income $4,153 $19,325 -0.8%
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

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Governance

Voting Members
3
Independent Members
1
Employees
N/A
Volunteers
1

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
0
$0
Total Directors
3
$225,343
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ORION H BELL IV DIRECTOR (STARTING 4/22/2019) 1.0
Director
$0 $11,482 $207,343
BRIAN LINDBERG DIRECTOR 10.0
Director
$18,000 $0 $18,000
RUSSELL MORGAN DIRECTOR 1.0
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
2019 $44,422 $40,269 $55,597 $4,153
2018 $61,380 $42,055 $528,370 $19,325
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