Civic Intelligence

Fortuna Senior Services Inc

EIN 20-0322659 • 501(c)3 • Fortuna, CA

Profile

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.

3811 Rohnerville RoadFortuna, CA 95540

fortunasenior.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.15x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

41st percentile

0.5%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,674,618

Up $13,926 (+0.5%) from 2024

Liabilities

Up

$12,568

Up $12,568 from 2024

Net Assets

Up

$2,662,050

Up $1,358 (+0.1%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin15th percentile

Revenue

Down

$85,559

Down $630,024 (-88%) from 2024

Expenses

Up

$102,168

Up $9,239 (+9.9%) from 2024

Net Income

Down

-$16,609

Down $639,263 (-103%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $361,476Liabilities 2012: $8322012Assets 2013: $357,815Liabilities 2013: $2,7922013Assets 2014: $364,488Liabilities 2014: $2,9232014Assets 2015: $365,797Liabilities 2015: $1,1502015Assets 2016: $370,510Liabilities 2016: $7112016Assets 2017: $764,819Liabilities 2017: $860Net Assets 2017: $763,9592017Assets 2018: $792,366Liabilities 2018: $861Net Assets 2018: $791,5052018Assets 2019: $820,865Liabilities 2019: $2,342Net Assets 2019: $818,5232019Assets 2020: $805,991Liabilities 2020: $1,553Net Assets 2020: $804,4382020Assets 2021: $1,075,940Liabilities 2021: $0Net Assets 2021: $1,075,9402021Assets 2022: $1,521,795Liabilities 2022: $0Net Assets 2022: $1,521,7952022Assets 2023: $2,045,789Liabilities 2023: $0Net Assets 2023: $2,045,7892023Assets 2024: $2,660,692Liabilities 2024: $0Net Assets 2024: $2,660,6922024Assets 2025: $2,674,618Liabilities 2025: $12,568Net Assets 2025: $2,662,0502025

Highlighted filing

2025

Assets$2,674,618
Liabilities$12,568
Net Assets$2,662,050
Open 2025 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2012: $57,789Expenses 2012: $43,303Net Income 2012: $14,4862012Revenue 2013: $48,751Expenses 2013: $54,374Net Income 2013: -$5,6232013Revenue 2014: $52,595Expenses 2014: $46,051Net Income 2014: $6,5442014Revenue 2015: $48,265Expenses 2015: $45,184Net Income 2015: $3,0812015Revenue 2016: $70,629Expenses 2016: $45,690Net Income 2016: $24,9392016Revenue 2017: $458,404Expenses 2017: $64,243Net Income 2017: $394,1612017Revenue 2018: $72,817Expenses 2018: $58,635Net Income 2018: $14,1822018Revenue 2019: $85,703Expenses 2019: $73,861Net Income 2019: $11,8422019Revenue 2020: $80,553Expenses 2020: $89,575Net Income 2020: -$9,0222020Revenue 2021: $229,357Expenses 2021: $38,771Net Income 2021: $190,5862021Revenue 2022: $606,732Expenses 2022: $49,548Net Income 2022: $557,1842022Revenue 2023: $577,294Expenses 2023: $53,266Net Income 2023: $524,0282023Revenue 2024: $715,583Expenses 2024: $92,929Net Income 2024: $622,6542024Revenue 2025: $85,559Expenses 2025: $102,168Net Income 2025: -$16,6092025

Highlighted filing

2025

Revenue$85,559
Expenses$102,168
Net Income-$16,609
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,674,618
Liabilities
$12,568
Net assets
$2,662,050
Revenue
$85,559
Expenses
$102,168
Net income
-$16,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.01$2.66$0.09$0.10$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.72$0.09$0.62
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.58$0.05$0.52
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.61$0.05$0.56
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.23$0.04$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.80$0.08$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.09$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.07$0.06$0.01
2017Summary only. Only limited summary data is available for this year.$0.76$0.00$0.76$0.46$0.06$0.39
2016Summary only. Only limited summary data is available for this year.$0.37$0.00$0.07$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$0.37$0.00$0.05$0.05$0.00
2014Summary only. Only limited summary data is available for this year.$0.36$0.00$0.05$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$0.36$0.00$0.05$0.05$0.01
2012Summary only. Only limited summary data is available for this year.$0.36$0.00$0.06$0.04$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 2, 2025
Return Version
2024v5.2
Gross Receipts
$89,557
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,525,560$2,479,431▼ $46,129
Savings and Temporary Cash Investments$48,094$91,873▲ $43,779
Cash and Non-Interest-Bearing Accounts$57,256$53,940▼ $3,316
Investments in Publicly Traded Securities$29,782$47,749▲ $17,967
Pledges and Grants Receivable-$1,625-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,660,692$2,674,618▲ $13,926
Other Assets Total-$0-
Liabilities
Other Liabilities-$11,872-
Accounts Payable and Accrued Expenses-$696-
Total Liabilities$0$12,568▲ $12,568
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,660,692$2,662,050▲ $1,358
Total Net Assets Fund Balance$2,660,692$2,662,050▲ $1,358
Total Liabilities and Net Assets / Fund Balance$2,660,692$2,674,618▲ $13,926

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,206,033$90,842$2,296,875
Land$252,200-$252,200
Other Land Buildings$9,361$31,193$40,554
Leasehold Improvements$11,837$408$12,245
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Kathy FinlayPresident
Chuck DwelleyDirector
Harolyn SalterDirector
Jack SaffellDirector
Jerry MurryDirector
John SchmidtDirector
Kevin JohnsonDirector
Pam GoodwinDirector
Linda WallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,284
Program Service Revenue
$23,307
Investment Income
$2,005
Other Revenue
$21,963
All Other Contributions
$38,284
Change in Net Assets
$-16,609
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$102,168
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$47,882$15,961-$63,843
All Other Expenses$4,390$4,531-$8,921
Insurance-$7,462-$7,462
Other Expenses-$1,878-$1,878
Office Expenses-$1,213-$1,213
Conferences and Meetings-$525-$525
Fees for Services Accounting-$500-$500
Total Functional Expenses$52,272$49,896$0$102,168
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,792
Fundraising Direct Expenses$3,998
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Treasure Sale$9,651$9,651$378$9,273
Golf Ball Drop$9,580$9,580$2,171$7,409
Total Events$19,231$19,231$2,549$16,682
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue - Donations$7,154
Unearned Revenue - Scholarship$2,600
Unearned Revenue - Dues$2,118
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization provides copies of the Form 990 to the Treasurer and President for review. After the Form 990 is reviewed, the President signs and submits the Form 990. Copies of the Form 990 are available upon request by other Board Members, organization members and the general public.”

Form 990, Part VI, Section B, Line 12C

“Officers and directors are required to sign a conflict of interest agreement when they start. Every year, all officers and directors are required to sign a new conflict of interest agreement.”

Form 990, Part VI, Section C, Line 19

“Upon request, the organization will make available copies of its governing documents, conflict of interest policy and financial statements to the general public.”

Filing and Contact Details

Filer

Filer Name
Fortuna Senior Services Inc
EIN
20-0322659
Phone
7077269203
Address
3811 ROHNERVILLE ROAD, FORTUNA, CA 95540

Signing Officer

Name
Kathy Finlay
Title
President
Signed
2025-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Finlay
Formed
2004
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
100

Preparer

Firm
AndersonLucasSomerville & Borges
Address
1338 Main Street, Fortuna, CA 95540
Preparer
Keith D Borges
Phone
7077254442
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0WE OFFER HIKING, WALKING, BICYCLING, TAI CHI, AND DANCE GROUPS FOR SENIORS THAT ALLOW THEM TO STAY MENTALLY AND PHYSICALLY ACTIVE.
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