Senior Advocacy Services (EIN 942684774) - Form 990 Financial Analysis & Trantor Score

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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

1980

Legal Domicile

Phone

7075264108

Tax Period

2024-07-01 to 2025-06-30

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.

Mission

SENIOR ADVOCACY SERVICES PROMOTES THE HEALTH, DIGNITY, RIGHTS AND QUALITY OF LIFE OF SENIORS AND DISABLED IN THE NORTH BAY.

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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 $1,495,792

Program Service Revenue $0

Investment Income $977

Other Revenue $0

TOTAL REVENUE $1,496,769

Expense Breakdown

Grants Paid $0

Salaries & Benefits $811,004

Fundraising Expenses $16,805

Program Expenses $963,003

Other Expenses $281,040

TOTAL EXPENSES $1,092,044

Year-over-Year Comparison

	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%

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

105

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

$150,605

Total Directors

Key Employees

Highest Compensated

reported

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

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	$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

Senior Advocacy Services