SENIORS FIRST FOUNDATION INC (EIN 593572590) - 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

1998

Legal Domicile

Principal Officer

MARSHA LORENZ

Phone

4072920177

Tax Period

2023-01-01 to 2023-12-31

SENIORS FIRST FOUNDATION INC, founded in 1998, is a small nonprofit in the Human Services sector that reported $123K in total revenue in fiscal year 2023. The organization ran a surplus of $81K, a strong 66% operating margin.

Mission

TO SUPPORT SENIORS FIRST, INC., WHICH PROVIDES MANY SERVICES TO SENIOR CITIZENS IN CENTRAL FLORIDA.

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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 $0

Program Service Revenue $0

Investment Income $122,983

Other Revenue $0

TOTAL REVENUE $122,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $41,824

TOTAL EXPENSES $41,824

Year-over-Year Comparison

	2023	2022	Change
Revenue	$122,983	$-14,645	-9.4%
Expenses	$41,824	$42,852	0.0%
Net Income	$81,159	$-57,497	-2.4%

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

$366,289

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN GAY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JERRY KASSAB	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
GORDON ARKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ED CASORIA	BOARD MEMBER	1.00	Director	$0	$0	$0
PATTY DEYOUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE FISHER	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE ROYAL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARSHA LORENZ	PRESIDENT/CEO	1.00	Officer	$0	$21,126	$231,731
DAVID ERNE	CFO	1.00	Officer	$0	$5,615	$134,558

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	$122,983	$41,824	$2,199,108	$81,159
2022	$-14,645	$42,852	$1,961,471	$-57,497
2021	$203,303	$44,605	$2,294,135	$158,698
2020	$93,560	$38,968	$2,087,775	$54,592
2019	$96,995	$38,964	$1,890,186	$58,031
2018	$74,382	$41,820	$1,610,603	$32,562

SENIORS FIRST FOUNDATION INC