Friends of Seniors of Dutchess County

Nonprofit profile at a glance

EIN
201714419
IRS 990-EZ coverage
2018–2023
Forms available
Form 990 2014, Form 990-EZ 2023
Location
Wappingers Falls, NY, USA
Phone
8454897761
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Personal Social Services

Reported finances

Revenue
$120,574
Expenses
$109,326
Assets
$162,786
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • Patrick Evans (President)
  • Susan Davidson (Executive Director)

People named in this filing

  • Patrick Evans (President)
  • Alexander Morphet (Treasurer)
  • Colleen Ashe (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Friends of Seniors provides basic support services to the Dutchess County older adult community: nonemergency medical transportation, grocery shopping, visiting, telephone reassurance, respite for primary caregivers.

What it reported doing in 2023

Non-Emergency Medical Transportation: volunteers drive Dutchess County, NY seniors to their medical appointments which include MDs, labs, physical therapy, same-day-surgery. Between January 2023 and July 2023, 137 seniors were transported to their medical appointments.

Operating model

Revenue model
Earned-program. 74% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 82
  • Sustainability: 57
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91%; rating input score 91
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 9.3%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 1.49; rating input score 72; 72nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 67.4%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: -8.4% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: -6.4% per year; rating input score 0; 8th percentile among comparable filings
  • Asset growth: 1.2% per year; rating input score 100; 31st percentile among comparable filings

Details

  • Where the money goes: 91% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments · $109K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2018 to 2023
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • High — Sustainability: Officer compensation ratio scored 2/100.