LEGAL SERVICES FOR SENIORS

EIN: 770073127 501(c)(3) Crime & Legal

MONTEREY, CA

Total Revenue
$1,021,190
Total Expenses
$1,079,893
Total Assets
$2,849,482
Net Assets
$2,123,109
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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
1985
Legal Domicile
CA
Principal Officer
JOHN O'BRIEN
Phone
8318990492
Tax Period
2023-07-01 to 2024-06-30

LEGAL SERVICES FOR SENIORS, founded in 1985, is a community nonprofit in the Crime & Legal sector that reported $1.0M in total revenue in fiscal year 2023. Net assets of $2.1M represent 25 months of operating reserves.

Mission

PROVIDES LEGAL SERVICES AT NO CHARGE TO MONTEREY COUNTY SENIORS 60 YEARS OF AGE AND ABOVE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $955,817
Program Service Revenue $0
Investment Income $71,698
Other Revenue $-6,325
TOTAL REVENUE $1,021,190

Expense Breakdown

Grants Paid $0
Salaries & Benefits $831,428
Fundraising Expenses $137,617
Program Expenses $679,037
Other Expenses $248,465
TOTAL EXPENSES $1,079,893

Year-over-Year Comparison

2023 2022 Change
Revenue $1,021,190 $1,007,792 +0.0%
Expenses $1,079,893 $1,147,805 -0.1%
Net Income $-58,703 $-140,013 -0.6%
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

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Governance

Voting Members
14
Independent Members
14
Employees
15
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
5
$134,870
Total Directors
15
$134,870
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN O'BRIEN PRESIDENT 2.00
Officer Director
$0 $0 $0
DANIEL GRIFFEE VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
ALEX BLACK TREASURER 2.00
Officer Director
$0 $0 $0
CAT MINEO SECRETARY 2.00
Officer Director
$0 $0 $0
TIM FLANAGAN DIRECTOR 2.00
Director
$0 $0 $0
DONNNA AMBROSINI DIRECTOR 2.00
Director
$0 $0 $0
SHERI CLINE DIRECTOR 2.00
Director
$0 $0 $0
KENNETH KLEINKOPF DIRECTOR 2.00
Director
$0 $0 $0
MARY ANN LEFFEL DIRECTOR. 2.00
Director
$0 $0 $0
BRIAN TURLINGTON DIRECTOR 2.00
Director
$0 $0 $0
GEORGE MCINNIS DIRECTOR 2.00
Director
$0 $0 $0
ROBERT KRAMER DIRECTOR 2.00
Director
$0 $0 $0
WILLIAM FALOR III DIRECTOR 2.00
Director
$0 $0 $0
DAVE SCHOTT DIRECTOR 2.00
Director
$0 $0 $0
TERI SCARLETT INTERIM EXECUTIVE DIRECTOR 40.00
Officer Director
$103,200 $31,670 $134,870
KELLIE MORGANTINI FORMER INTERIM EXECUTIVE D 40.00
$58,610 $289 $58,899
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 $1,021,190 $1,079,893 $2,849,482 $-58,703
2023 $1,007,792 $1,147,805 $2,960,615 $-140,013
2022 $1,040,789 $982,157 $2,323,978 $58,632
2021 $900,200 $823,689 $2,583,701 $76,511
2020 $977,188 $889,362 $2,170,769 $87,826
2019 $985,990 $831,062 $2,110,360 $154,928
2018 $1,050,890 $719,111 $1,944,629 $331,779
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