Moving Seniors Forward

Nonprofit profile at a glance

EIN
300678453
IRS 990-EZ coverage
2018–2025
Forms available
Form 990-EZ 2025
Location
Westlake Village, CA, USA
Phone
8055588157
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Human Service Organizations

Reported finances

Revenue
$9,625
Expenses
$8,256
Assets
$2,339

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • LINDA ARCHIE (President)
  • ROBERT TRIPLETT (Vice President)

People named in this filing

  • LINDA ARCHIE (President)
  • ROBERT TRIPLETT (Vice President)
  • ROBERT TRIPLETT (Treasurer)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Our group consists of dedicated and compassionate professionals who provide quality services, prducts and information. We bring resources and an awareness of options, always committed to enhancing the lives of seniors and their families in our community.

What it reported doing in 2025

Educational workshops

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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. Total assets are small relative to annual expenses; liquid coverage is unknown and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 82
  • Sustainability: 44
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 83.2%; rating input score 83
  • Program expense ratio: 97%; rating input score 97

Transparency & Controls

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

Sustainability

  • Operating margin: 14.2%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 0.28; rating input score 22; 22nd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 11.9% per year; rating input score 100; 73rd percentile among comparable filings
  • Revenue growth: 2.3% per year; rating input score 100; 59th percentile among comparable filings
  • Asset growth: -11.9% per year; rating input score 0; 16th percentile among comparable filings

Details

  • Where the money goes: 83.2% of revenue deployed · 97% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $8K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 8 filing years from 2018 to 2025
  • Contacts: How to reach this organization
  • 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 — Sustainability: Total-asset coverage ratio scored 22/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.