SENIOR BENEFITS FOUNDATION

EIN: 813465847 501(c)(3) Education

Nashville, TN

Total Revenue
$183,468
Total Expenses
$183,491
Total Assets
$815
Net Assets
$815
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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
2016
Legal Domicile
TN
Phone
6158444244
Tax Period
2019-01-01 to 2019-12-31

SENIOR BENEFITS FOUNDATION, founded in 2016, is a small nonprofit in the Education sector that reported $183K in total revenue in fiscal year 2019. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

OUR PURPOSE IS TO EDUCATE SENIORS ABOUT SOCIAL SECURITY AND MEDICARE PLANNING AND HELP THEM UNDERSTAND THEIR CHOICES IN RETIREMENT BENEFITS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $183,468
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $183,468

Expense Breakdown

Grants Paid $0
Salaries & Benefits $46,819
Fundraising Expenses $0
Program Expenses $183,347
Other Expenses $136,672
TOTAL EXPENSES $183,491

Year-over-Year Comparison

2019 2018 Change
Revenue $183,468 $167,465 +0.1%
Expenses $183,491 $166,627 +0.1%
Net Income $-23 $838 -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

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Governance

Voting Members
1
Independent Members
1
Employees
3
Volunteers
5

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
1
$27,000
Total Directors
2
$0
Key Employees
1
$27,000
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VICTOR GEORGE PUTALA TREASURER 2
Director
$0 $0 $0
VERONICA ANNA PUTALA SECRETARY 1
Director
$0 $0 $0
RANDOLPH JOHN PUTALA CEO 40
Officer Key Emp Highest
$27,000 $0 $27,000
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
2019 $183,468 $183,491 $815 $-23
2018 $167,465 $167,465 $838 No data
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