SERVING SENIORS (EIN 952850121) - 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

1970

Legal Domicile

Principal Officer

JENNIFER BAUM

Phone

6192356572

Tax Period

2024-07-01 to 2025-06-30

SERVING SENIORS, founded in 1970, is a mid-sized nonprofit in the Human Services sector that reported $18.4M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $17.3M left a modest 6% surplus.

Mission

To provide impactful programs and services to older adults living in poverty. To provide seniors life sustaining services in a welcoming and supportive environment where they can get the help they need.

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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 $16,488,525

Program Service Revenue $1,664,434

Investment Income $147,200

Other Revenue $127,011

TOTAL REVENUE $18,427,170

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,870,882

Fundraising Expenses $1,045,773

Program Expenses $14,836,684

Other Expenses $9,433,435

TOTAL EXPENSES $17,304,317

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,427,170	$13,310,053	+0.4%
Expenses	$17,304,317	$14,239,490	+0.2%
Net Income	$1,122,853	$-929,437	-2.2%

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

149

Volunteers

594

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

$1,179,132

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL DOWNEY	President & CEO	40.00	Officer	$304,413	$39,547	$343,960
MELINDA FORSTEY	COO	40.00	Officer	$205,166	$12,360	$217,526
SUE SCHAFFNER	CFO	40.00	Officer	$161,644	$20,245	$181,889
EDITH GLASSEY	CPO	40.00	Officer	$158,841	$17,583	$176,424
GISELLE BEETS	VP Operations	40.00	Officer	$126,871	$11,521	$138,392
JENNIFER SINNOTT	VP Health	40.00	Officer	$108,981	$11,960	$120,941
ENRIQUE PARRA GONZALEZ	DIRECT. OF HOUSING	40.00		$99,872	$16,739	$116,611
BOBBY LACOUR	Director	0.50	Director	$0	$0	$0
JOY VACCARI	Director	0.50	Director	$0	$0	$0
MARY GENDRON	Board Chair	0.50	Officer Director	$0	$0	$0
SCOTT BROWN	Director	0.50	Director	$0	$0	$0
DESIREE BRUCE-LYLE	Director	0.50	Director	$0	$0	$0
KRIS VIRTUE	Director	0.50	Director	$0	$0	$0
BRIAN BYUN	Director	0.50	Director	$0	$0	$0
JIM SIKORA	Director	0.50	Director	$0	$0	$0
JONI LOW	Director	0.50	Director	$0	$0	$0
NANCY L VAUGHAN	Director	0.50	Director	$0	$0	$0
WILLA FIELDS	Director	0.50	Director	$0	$0	$0
DEB BARRETT	Director	0.50	Director	$0	$0	$0
MELISSA JOHNSON	Director	0.50	Director	$0	$0	$0
DIVYA KOURA	Director	0.50	Director	$0	$0	$0
ARLENE PRATER	Director	0.50	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	$18,427,170	$17,304,317	$26,034,366	$1,122,853
2024	$13,310,053	$14,239,490	$24,747,434	$-929,437
2023	$13,428,924	$13,056,994	$24,689,068	$371,930
2022	$13,598,474	$11,963,154	$23,762,987	$1,635,320
2021	$16,118,726	$11,630,249	$22,443,204	$4,488,477
2020	$10,978,804	$9,367,932	$19,322,781	$1,610,872
2019	$7,637,735	$7,148,462	$18,816,710	$489,273
2018	$6,543,417	$6,358,323	$18,331,797	$185,094

SERVING SENIORS