NEXT STEPS 4 SENIORS FOUNDATION (EIN 611848520) - 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

Legal Domicile

Principal Officer

WENDY JONES

Phone

2486515010

Tax Period

2024-01-01 to 2024-12-31

NEXT STEPS 4 SENIORS FOUNDATION is a small nonprofit in the Philanthropy & Grantmaking sector that reported $294K in total revenue in fiscal year 2024. Expenses of $264K left a modest 10% surplus.

Mission

THE PURPOSE OF THE FOUNDATION IS TO BRIDGE THE FINANCIAL GAP FOR LOW-INCOME SENIORS IN NEED OF PROPER HOUSING & CARE. THROUGH FAITH, HOPE & LOVE, THE FOUNDATION ENSURES THESE VULNERABLE SENIORS CAN LIVE OUR THEIR YEARS WITH DIGNITY & GRACE.

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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 $239,307

Program Service Revenue $0

Investment Income $21,314

Other Revenue $33,491

TOTAL REVENUE $294,112

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,591

Program Expenses $193,359

Other Expenses $264,087

TOTAL EXPENSES $264,087

Year-over-Year Comparison

	2024	2023	Change
Revenue	$294,112	$304,639	0.0%
Expenses	$264,087	$166,486	+0.6%
Net Income	$30,025	$138,153	-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

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
TINA ABBATE-MARZOLF	DIRECTOR	2.00	Director	$0	$0	$0
ANGELA DELPUP	DIRECTOR	2.00	Director	$0	$0	$0
MIKE LEWIS	DIRECTOR	2.00	Director	$0	$0	$0
VITO PAMPALONA	DIRECTOR	2.00	Director	$0	$0	$0
TOM RAU	DIRECTOR	2.00	Director	$0	$0	$0
LORENZO SEWELL	DIRECTOR	2.00	Director	$0	$0	$0
LORETA ASMER	SECRETARY	2.00	Officer	$0	$0	$0
WENDY JONES	PRESIDENT	2.00	Officer	$0	$0	$0
ALVIN STRAUCHMAN	TREASURER	2.00	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
2024	$294,112	$264,087	$493,812	$30,025
2023	$304,639	$166,486	$463,474	$138,153
2022	$208,991	$125,669	$328,842	$83,322

NEXT STEPS 4 SENIORS FOUNDATION