Bluegrass Senior Assist

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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

2019

Legal Domicile

Principal Officer

Dustin Beard

Phone

8593533100

Tax Period

2024-01-01 to 2024-12-31

Bluegrass Senior Assist, founded in 2019, is a small nonprofit that reported $245K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $137K, a strong 56% operating margin.

Mission

Empowering families through education so they can retain control by making informed decisions.

Program Service Accomplishments

Program 1

Expenses: $80,859

We meet with individuals and families to review their unique situation and provide options for planning that match their goals. We provide the education to help them navigate estate, financial, and tax planning. Additionally we provide resources in the areas of Medicare, Medicaid, Social Security, and Veteran Benefits. We want to empower individuals and families through education so they can retain control by making informed decisions.

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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 $151,560

Program Service Revenue $52,840

Investment Income $40,354

Other Revenue $500

TOTAL REVENUE $245,254

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,859

Other Expenses $107,810

TOTAL EXPENSES $107,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,254	$217,581	+0.1%
Expenses	$107,810	$161,511	-0.3%
Net Income	$137,444	$56,070	+1.5%

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

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
Mike Conklin	Director	1.00	Director	$0	$0	$0
Dustin Beard	Chairman	0.00	Officer 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	$245,254	$107,810	$4,653,027	$137,444
2024	No data	No data	No data	No data
2023	$217,581	$161,511	$3,694,764	$56,070
2023	$217,581	$161,511	$3,694,764	$56,070
2022	$129,291	$150,249	$3,794,678	$-20,958
2021	$53,308	$90,453	$4,402,052	$-37,145