Setting Priorities for Retirement … - Form 990 Financial Data

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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

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.

Program Service Accomplishments

Program 1

Expenses: $37,037

Setting Priorities for Retirement Years Foundation, doing business as the Elder Justice Coalition, which through national and grassroots advocacy, educational briefings, media outreach, research, and information dissemination, seeks to increase public awareness of the tragedy of elder abuse, neglect and exploitation at the local, state, and national levels and monitor and appropriately influence relevant legislation and regulations that pertain to the prevention of elder abuse, neglect, and financial exploitation.

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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 (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

Governance

Voting Members

Independent Members

Employees

N/A

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

$225,343

Key Employees

Highest Compensated

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

Setting Priorities for Retirement Years Foundation