LEGAL ASSISTANCE FOR SENIORS (EIN 942941697) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

CAITLIN CHAN

Phone

5108323040

Tax Period

2024-07-01 to 2025-06-30

LEGAL ASSISTANCE FOR SENIORS, founded in 1984, is a community nonprofit in the Crime & Legal sector that reported $2.7M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $3.5M exceeded revenue, resulting in a 29% operating deficit.

Mission

PROVIDE FREE LEGAL ADVICE AND REPRESENTATION TO LOW-INCOME RESIDENTS OF ALAMEDA COUNTY WHO GENERALLY ARE 60 YEARS OF AGE AND OLDER; PROVIDE COMMUNITY EDUCATION; AND PROVIDE COUNSELING THROUGH THE HEALTH INSURANCE COUNSELING AND ADVOCACY PROGRAM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,398,120

Program Service Revenue $281,863

Investment Income $66,775

Other Revenue $0

TOTAL REVENUE $2,746,758

Expense Breakdown

Grants Paid $22,158

Salaries & Benefits $2,659,760

Fundraising Expenses $216,227

Program Expenses $2,420,268

Other Expenses $861,745

TOTAL EXPENSES $3,543,663

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,746,758	$3,058,774	-0.1%
Expenses	$3,543,663	$3,131,290	+0.1%
Net Income	$-796,905	$-72,516	+10.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$88,055

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAITLIN CHAN	EXECUTIVE DIRECTOR	40.00	Officer	$76,607	$11,448	$88,055
KELSEY CRAVEN	TREASURER	2.00	Officer Director	$0	$0	$0
KAYLA GLANVILLE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID G HOLLENBERG	SECRETARY	2.00	Officer Director	$0	$0	$0
DAWN PATTERSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
JONATHAN CANICK	DIRECTOR	2.00	Director	$0	$0	$0
DENISE CHAMBLISS	DIRECTOR	2.00	Director	$0	$0	$0
YVETTE DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
SOPHIA MELLEIN	DIRECTOR	2.00	Director	$0	$0	$0
TARAH POWELL-CHEN	DIRECTOR	2.00	Director	$0	$0	$0
JEFF TACHIKI	DIRECTOR	2.00	Director	$0	$0	$0
JON VAUGHT	DIRECTOR	2.00	Director	$0	$0	$0
MARSHALL WHITLEY	DIRECTOR	2.00	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
2025	$2,746,758	$3,543,663	$3,483,148	$-796,905
2024	$3,058,774	$3,131,290	$4,818,371	$-72,516
2023	$2,192,074	$2,813,051	$5,186,779	$-620,977
2022	$6,035,126	$2,613,328	$4,419,156	$3,421,798
2021	$2,433,105	$2,428,197	$1,083,239	$4,908
2020	$2,195,098	$2,237,187	$1,243,004	$-42,089
2019	$2,327,683	$1,979,616	$1,086,309	$348,067
2018	$1,943,213	$1,805,775	$706,681	$137,438

LEGAL ASSISTANCE FOR SENIORS