SENIOR SERVICES OF ALEXANDRIA (EIN 540842806) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

MARY LEE ANDERSON

Phone

7038364414

Tax Period

2024-07-01 to 2025-06-30

SENIOR SERVICES OF ALEXANDRIA, founded in 1968, is a small nonprofit that reported $708K in total revenue in fiscal year 2018. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $819K exceeded revenue, resulting in a 16% operating deficit.

Mission

TO FOSTER INDEPENDENCE AND SELF-SUFFICIENCY, ENABLING SENIORS WITHIN THE CITY OF ALEXANDRIA TO AGE WITH DIGNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $718,800

Program Service Revenue $423,152

Investment Income $95,923

Other Revenue $558

TOTAL REVENUE $1,238,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $812,918

Fundraising Expenses $63,249

Program Expenses $1,027,244

Other Expenses $372,664

TOTAL EXPENSES $1,185,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,238,433	$1,178,170	+0.1%
Expenses	$1,185,582	$1,111,155	+0.1%
Net Income	$52,851	$67,015	-0.2%

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

860

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

$121,025

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE FRIEDBERG	CHAIR	2.00	Officer Director	$0	$0	$0
JANE HUGHES	DIRECTOR	2.00	Director	$0	$0	$0
RISA WILLIAMS KORNEGAY	DIRECTOR	2.00	Director	$0	$0	$0
CLAUDIA KOSTEL	SECRETARY	2.00	Officer Director	$0	$0	$0
DR VIVEK SINHA	DIRECTOR	2.00	Director	$0	$0	$0
BILL WATTS	TREASURER	2.00	Officer Director	$0	$0	$0
MEG BONITT	DIRECTOR	2.00	Director	$0	$0	$0
GERRY COOPER	DIRECTOR	2.00	Director	$0	$0	$0
DAVID DOLTON	CHAIR-ELECT	2.00	Officer Director	$0	$0	$0
GRETCHYN MEINKEN	DIRECTOR	2.00	Director	$0	$0	$0
LAUREL BEEDON	DIRECTOR	2.00	Director	$0	$0	$0
LYNNWOOD G CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
JOHN CHAPMAN	DIRECTOR	2.00	Director	$0	$0	$0
NOLAN B DAWKINS	DIRECTOR	2.00	Director	$0	$0	$0
DONITA M GREENE	DIRECTOR	2.00	Director	$0	$0	$0
ANN PATZKE HENRY	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS WRIGHT	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
JEANNE G JACOB	DIRECTOR	2.00	Director	$0	$0	$0
GLYNIS LABORDE	DIRECTOR	2.00	Director	$0	$0	$0
SABRINA LAUDATI REILLY	DIRECTOR	2.00	Director	$0	$0	$0
THERESA THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
MARY LEE ANDERSON	EXECUTIVE DIRECTOR	40.00	Officer	$117,500	$3,525	$121,025

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	$1,238,433	$1,185,582	$2,202,844	$52,851
2024	$1,178,170	$1,111,155	$2,141,045	$67,015
2023	$1,347,312	$1,007,248	$1,884,882	$340,064
2022	$1,031,258	$911,929	$1,365,547	$119,329
2021	$1,014,201	$868,207	$1,459,119	$145,994
2020	$774,277	$874,556	$1,225,467	$-100,279
2019	$707,766	$819,241	$1,244,887	$-111,475

SENIOR SERVICES OF ALEXANDRIA