SENIORS FIRST INC

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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

1999

Legal Domicile

Phone

5308899500

Tax Period

2022-07-01 to 2023-06-30

SENIORS FIRST INC, founded in 1999, is a community nonprofit in the Human Services sector that reported $3.0M in total revenue in fiscal year 2022. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $610K, a strong 21% operating margin.

Mission

TO PROVIDE LONG TERM SUPPORT AND SERVICES TO HELP PLACER COUNTY OLDER ADULTS MAINTAIN THEIR INDEPENDENCE AND THRIVE.

Program Service Accomplishments

Program 1

Expenses: $1,611,436

PROVIDED MEALS TO HOMEBOUND SENIORS MEALS ON WHEELS AND IN OUR NINE SENIOR CAFES.

Program 2

Expenses: $387,433

THE FRIENDLY VISITOR PROGRAM WHERE 85 ISOLATED SENIORS RECEIVE A FRIENDLY VISITOR EACH MONTH TO PROVIDE CONSISTENT HELPFUL SUPPORT. THE ASSISTED LIVING PLACEMENT WHERE SENIORS FIRST PROVIDES...

THE FRIENDLY VISITOR PROGRAM WHERE 85 ISOLATED SENIORS RECEIVE A FRIENDLY VISITOR EACH MONTH TO PROVIDE CONSISTENT HELPFUL SUPPORT. THE ASSISTED LIVING PLACEMENT WHERE SENIORS FIRST PROVIDES ASSISTANCE IN FINDING THE RIGHT OPTION FOR OUT OF HOME LIVING.

Program 3

Expenses: $175,723

PROVIDE RIDES TO INDIVIDUALS WHO HAVE NO OTHER MEANS TO TRANSPORTATION TO MEDICAL APPOINTMENTS AND ESSENTIAL ERRANDS, SUCH AS GROCERY SHOPPING.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,885,442

Program Service Revenue $46,133

Investment Income $4,848

Other Revenue $17,774

TOTAL REVENUE $2,954,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $736,470

Fundraising Expenses $87,802

Program Expenses $2,174,592

Other Expenses $1,608,222

TOTAL EXPENSES $2,344,692

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,954,197	$2,541,044	+0.2%
Expenses	$2,344,692	$2,231,220	+0.1%
Net Income	$609,505	$309,824	+1.0%

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

350

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
KYLE DUFFY	Treasurer	2.00	Officer Director	$0	$0	$0
CAROL SHANEEN	Director	2.00	Director	$0	$0	$0
CONSTANDINNO PETSAS	Chairman	2.00	Director	$0	$0	$0
ROY PEREZ	Secretary	2.00	Officer Director	$0	$0	$0
GERALD LEGG	Chairman	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,954,197	$2,344,692	$2,806,042	$609,505
2022	$2,541,044	$2,231,220	$2,261,398	$309,824
2021	$2,275,657	$1,810,122	$2,026,488	$465,535
2020	$1,994,173	$1,470,505	$1,595,839	$523,668
2019	$1,562,478	$1,459,871	$482,639	$102,607
2018	$1,490,761	$1,483,938	$467,927	$6,823