Fortuna Senior Services Inc
- Assets
- $1.5m
- Revenue
- $606.7k
- Investments
- $0.0
- Employees
- 0
- Location
- Fortuna, CA
- Founding
- 08/2004
- Data as of
- 06/2022
- EIN
- 20-0322659
Organization Overview
Fortuna Senior Services Inc is located in Fortuna, CA. The organization was established in 2004. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fortuna Senior Services Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Fortuna Senior Services Inc generated $606.7k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 43.6% each year . All expenses for the organization totaled $49.5k during the year ending 06/2022. While expenses have increased by 1.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
OUR MISSION IS TO PROVIDE SENIORS WITH INFORMATION AND RESOURCES TO ASSIST WITH THE PROCESS OF AGING, AND TO PROVIDE PROGRAMS AND ACTIVITIES THAT WILL HELP THEM TO BE PHYSICALLY AND MENTALLY ACTIVE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
WE OFFER SEVERAL EXERCISE PROGRAMS FOR OVER 500 SENIORS THAT ARE DESIGNED TO MEET THEIR NEEDS AND ABILITIES. ALL PROGRAMS ARE LED BY TRAINED AND EXPERIENCED INSTRUCTORS TO PROVIDE STRENGTH, BALANCE, AND FLEXABILITY FOR SENIORS.
WE OFFER HIKING, WALKING, BICYCLING, TAI CHI, AND DANCE GROUPS FOR SENIORS THAT ALLOW THEM TO STAY MENTALLY AND PHYSICALLY ACTIVE.
WE PROVIDE BOARD AND CARD GAMES, CRAFT AND HOBBY CLASSES, FIELD TRIPS, TRAVEL OPPORTUNITIES, AND AN ANNUAL PICNIC. WE ALSO HAVE MONTHLY PROGRAMS TO INFORM SENIORS ABOUT HEALTH CARE, PERSONAL SAFETY, AND OTHER ISSUES APPLICABLE TO SENIORS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Marsha Hays President | OfficerTrustee | 15 | $0 |
Gary Markegard Secretary | OfficerTrustee | 5 | $0 |
Neena Olson Vice President | OfficerTrustee | 5 | $0 |
Nola Sharp Treasurer | OfficerTrustee | 5 | $0 |
Ray Lovell Director | Trustee | 5 | $0 |
Joan Woodcock Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $484,461 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $484,461 |
| Total Program Service Revenue | $27,925 |
| Investment income | $3,464 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $79,873 |
| Net Income from Fundraising Events | $8,300 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $606,732 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $350 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $1,351 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $653 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $33,750 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $2,993 |
| Insurance | $2,563 |
| All other expenses | $1,097 |
| Total functional expenses | $49,548 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $70,826 |
| Savings and temporary cash investments | $47,689 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $4,487 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,398,793 |
| Total assets | $1,521,795 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $1,521,795 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,521,795 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Fortuna Senior Services Inc has recieved totaling $35,043.
| Awarding Organization | Amount |
|---|---|
Christine & Jalmer Berg Foundation Eureka, CA PURPOSE: ACCOUSTIC TILE CEILING | $25,000 |
The Bob And Jennie Canevari Foundation Inc Fortuna, CA PURPOSE: CHARITABLE CONTRIBUTION - UNRESTRICTED | $10,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $43 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Onegeneration Van Nuys, CA | $6,251,493 | $9,815,595 |
Fsl Pathways Phoenix, AZ | $5,868,653 | $8,387,285 |
Grey Bears Santa Cruz, CA | $7,420,160 | $8,377,018 |
On Lok Day Services San Francisco, CA | $8,843,870 | $7,180,931 |
Avenidas Palo Alto, CA | $49,752,413 | $6,728,403 |
Council On Aging-Southern California Inc Irvine, CA | $1,755,022 | $6,425,591 |
San Fernando Valley Interfaith Council Inc Sherman Oaks, CA | $1,551,648 | $6,099,307 |
Dignity Health Connected Living Redding, CA | $2,928,710 | $6,010,412 |
Curry Senior Center San Francisco, CA | $4,644,561 | $5,394,948 |
St Barnabas Senior Center Of Los Angeles Los Angeles, CA | $3,710,549 | $5,246,472 |
Council On Aging Services For Seniors Santa Rosa, CA | $9,665,520 | $5,802,266 |
Peninsula Volunteers Inc Menlo Park, CA | $17,094,751 | $4,692,841 |