Petaluma, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)Senior Advocacy Services, founded in 1980, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $405K, a strong 27% operating margin.
SENIOR ADVOCACY SERVICES PROMOTES THE HEALTH, DIGNITY, RIGHTS AND QUALITY OF LIFE OF SENIORS AND DISABLED IN THE NORTH BAY.
The Ombudsman program provided information and assistance to 8727 individuals; 3760 information and assistance to facility staff; supported 250 resident council and 23 family council meetings; 16...
The Ombudsman program provided information and assistance to 8727 individuals; 3760 information and assistance to facility staff; supported 250 resident council and 23 family council meetings; 16 community education sessions; visited in person 19 skilled nursing facilities and 153 residential care facilities in Sonoma County a minimum of four times a year; and responded to 578 cases, many related to elder abuse. The Health Insurance Counseling advocacy program (HICAP) is a consumer-oriented program providing Medicare and related health insurance counseling and education. Senior Advocacy Services HICAP provides services to six counties, Sonoma, Lake, Napa, Mendocino, Solano and Marin. HICAP offers the following services: - Community education about Medicare, including Medicare related health insurance, long term care insurance, long term care planning. - Individual health insurance counseling about Medicare includes Parts A & B, Medicare supplemental insurance plans (Medigap) and Medicare Health Plan (Medicare Advantage and prescription drug plan) comparisons, Medicare savings programs, extra help with medication costs, Medicare and Medi-Cal benefits for dual-eligible beneficiaries, and comparisons of long-term care insurance policies. There were 168 public outreach session provided. - One on one individual counseling services to Medicare beneficiaries. There were 3163 counseling sessions provided. - Advocacy services for Medicare-related issues, including enrollment, disenrollment from Medicare advantage or Medicare prescription drug plans, claims, appeals, prescription drug exceptions, questions about hospital bills and other related insurance coverage issues.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $1,496,769 | $1,087,732 | +0.4% |
| Expenses | $1,092,044 | $1,085,779 | +0.0% |
| Net Income | $404,725 | $1,953 | +206.2% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Sandra Wickland Dexter | President | 0.50 |
Director
|
$0 | $0 | $0 |
| Lauren Ratiani | Vice-President | 0.50 |
Director
|
$0 | $0 | $0 |
| Trisha McComas | Treasurer | 0.50 |
Director
|
$0 | $0 | $0 |
| Mario Rosso | Secretary | 0.50 |
Director
|
$0 | $0 | $0 |
| Kelly Grant | Board Director | 0.50 |
Director
|
$0 | $0 | $0 |
| Sgt Patricia Seffens | Board Director | 0.50 |
Director
|
$0 | $0 | $0 |
| Paige Yahya RN BCPA | Board Director | 0.50 |
Director
|
$0 | $0 | $0 |
| Crista Barnett Nelson | Executive Director | 40.00 |
Officer
|
$150,605 | $0 | $150,605 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $1,496,769 | $1,092,044 | $1,522,792 | $404,725 |
| 2024 | $1,087,732 | $1,085,779 | $1,116,452 | $1,953 |
| 2023 | $1,098,718 | $1,144,613 | $1,152,990 | $-45,895 |
| 2022 | $1,139,127 | $1,092,229 | $1,213,689 | $46,898 |
| 2021 | $1,151,348 | $948,689 | $1,214,057 | $202,659 |
| 2020 | $1,021,733 | $1,000,540 | $1,145,598 | $21,193 |
| 2019 | $1,122,383 | $1,065,084 | $970,757 | $57,299 |
| 2018 | $976,306 | $953,451 | $469,883 | $22,855 |
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