SENIOR CITIZENS FOUNDATION INC DBA FIFTYFORWARD ENDOWMENT

EIN: 621202660 501(c)(3)

NASHVILLE, TN

Total Revenue
$594,960
Total Expenses
$260,424
Total Assets
$5,303,812
Net Assets
$5,236,401
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
TN
Principal Officer
CHRIS KIRK
Phone
6153523766
Tax Period
2024-01-01 to 2024-12-31

SENIOR CITIZENS FOUNDATION INC DBA FIFTYFORWARD ENDOWMENT, founded in 1984, is a small nonprofit that reported $595K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $335K, a strong 56% operating margin.

Mission

RECEIVE GIFTS OF MONEY AND PROPERTY; INVESTING AND MANAGING THE FUND, AND USING THE FUND TO SUPPORT THE MISSION OF FIFTYWORWARD.

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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 (2024)

Revenue Breakdown

Contributions & Grants $10,000
Program Service Revenue $0
Investment Income $584,960
Other Revenue $0
TOTAL REVENUE $594,960

Expense Breakdown

Grants Paid $260,089
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $260,089
Other Expenses $335
TOTAL EXPENSES $260,424

Year-over-Year Comparison

2024 2023 Change
Revenue $594,960 $685,878 -0.1%
Expenses $260,424 $255,061 +0.0%
Net Income $334,536 $430,817 -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

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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
16

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
3
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRIS KIRK PRESIDENT 1.00
Officer Director
$0 $0 $0
ROBIN FRITZ SECRETARY 1.00
Officer Director
$0 $0 $0
STEVEN BOLES TREASURER 1.00
Officer Director
$0 $0 $0
PATTY ST CLAIR BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES JIMMY ALLEN BOARD MEMBER 1.00
Director
$0 $0 $0
SEAWELL BRANDAU BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICK CONGER BOARD MEMBER 1.00
Director
$0 $0 $0
AILEEN KATCHER BOARD MEMBER 1.00
Director
$0 $0 $0
DON GREENE BOARD MEMBER 1.00
Director
$0 $0 $0
ROB MAILIN BOARD MEMBER 1.00
Director
$0 $0 $0
WA PETE STRINGER BOARD MEMBER 1.00
Director
$0 $0 $0
BARBARA MOSS BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN NAVIN BOARD MEMBER 1.00
Director
$0 $0 $0
EMILY PLOTKIN BOARD MEMBER N/A
Director
$0 $0 $0
PAULA ROBERTS BOARD MEMBER N/A
Director
$0 $0 $0
TRACY RODE BOARD MEMBER N/A
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
2024 $594,960 $260,424 $5,303,812 $334,536
2023 $685,878 $255,061 $4,973,964 $430,817
2022 $-851,624 $294,402 $4,495,513 $-1,146,026
2021 $2,478,735 $272,488 $5,694,410 $2,206,247
2020 $76,285 $303,564 $3,088,479 $-227,279
2019 $286,475 $147,981 $2,910,658 $138,494
2018 $342,788 $159,058 $2,382,737 $183,730
2017 $60,333 $147,861 $2,567,863 $-87,528
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