THE FOUNDATION FOR SENIOR WELLBEING

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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

1977

Legal Domicile

Phone

6192849281

Tax Period

2022-01-01 to 2022-10-31

THE FOUNDATION FOR SENIOR WELLBEING, founded in 1977, is a micro nonprofit that reported $7K in total revenue in fiscal year 2022. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $76K exceeded revenue, resulting in a 967% operating deficit.

Mission

THE FOUNDATION IS DEDICATED TO IMPROVING THE WELLBEING OF A GROWING POPULATION OF SENIORS THROUGHOUT NORTH SAN DIEGO COUNTY BY LINKING THEM, THEIR FAMILIES, AND THEIR CAREGIVERS TO RESOURCES AND PROGRAMS TO ACHIEVE: A SENSE OF PURPOSE SUPPORTIVE RELATIONSHIPS FINANCIAL SECURITY COMMUNITY PRIDE GOOD PHYSICAL HEALTH

Program Service Accomplishments

Program 1

Expenses: $50,249

THE FOUNDATION OPERATES AN INFORMATION RESOURCE CENTER FOR SENIORS, THEIR FAMILIES, AND CAREGIVERS TO PROVIDE INFORMATION LINKING THEM TO RESOURCES AND PROGRAMS.

Program 2

Expenses: $335

PROVIDE EVENTS FOR SENIORS TO MEET AND SOCIALIZE

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,262

Program Service Revenue $0

Investment Income $1,847

Other Revenue $0

TOTAL REVENUE $7,109

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $56,930

Fundraising Expenses $8,475

Program Expenses $50,584

Other Expenses $15,912

TOTAL EXPENSES $75,842

Year-over-Year Comparison

	2022	2021	Change
Revenue	$7,109	$349,103	-1.0%
Expenses	$75,842	$104,196	-0.3%
Net Income	$-68,733	$244,907	-1.3%

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
TOM COWAN	DIRECTOR	5.00	Director	$0	$0	$0
MONICA DEMLER	DIRECTOR	5.00	Director	$0	$0	$0
ALISON DRIESSEN	DIRECTOR	5.00	Director	$0	$0	$0
PAM LEWKO	SECRETARY	5.00	Officer Director	$0	$0	$0
ANGELA MCGLASSON	DIRECTOR	5.00	Director	$0	$0	$0
RANTELL RAMIREZ	DIRECTOR	5.00	Director	$0	$0	$0
BRENDA-LEE SMITH	DIRECTOR	5.00	Director	$0	$0	$0
GEOFF SMITH	TREASURER	5.00	Officer Director	$0	$0	$0
REBECCA STEINER	DIRECTOR	5.00	Director	$0	$0	$0
N/A	CHAIR	10.00	Officer	$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
2022	$7,109	$75,842	No data	$-68,733
2021	$349,103	$104,196	$623,297	$244,907
2020	$53,698	$102,205	$554,958	$-48,507
2019	$88,458	$92,768	$536,956	$-4,310
2018	$52,235	$97,090	$483,272	$-44,855