Nonprofit · EIN 20-0322659
FORTUNA SENIOR SERVICES INC
Tax-exempt · FORTUNA, CA 95540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $85,559 | $102,168 | -$16,609 | $2,674,618 | $12,568 | $2,662,050 |
| June 30, 2024 | 990 | $715,583 | $92,929 | $622,654 | $2,660,692 | $0 | $2,660,692 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $38,284
- Program service revenue
- $23,307
- Investment income
- $2,005
- Net income from fundraising events
- $18,794
- Other revenue
- $21,963
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $500
- Depreciation
- $63,843
- Program services (functional)
- $52,272
- Management and general (functional)
- $49,896
Balance sheet and other
- Total assets, start of year
- $2,660,692
- Total assets, end of year
- $2,674,618
- Total liabilities, end of year
- $12,568
- Net assets, end of year
- $2,662,050
- Land, buildings and equipment
- $2,479,431
- Publicly traded securities
- $47,749
- Net assets without donor restrictions
- $2,662,050
- Gross receipts
- $89,557
- Employees
- 0
- Volunteers
- 100
- Year formed
- 2004
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SCHMIDT | Director Trustee or director | 2 | $0 |
| HAROLYN SALTER | Director Trustee or director | 2 | $0 |
| PAM GOODWIN | Director Trustee or director | 2 | $0 |
| JACK SAFFELL | Director Trustee or director | 2 | $0 |
| JERRY MURRY | Director Trustee or director | 2 | $0 |
| KEVIN JOHNSON | Director Trustee or director | 2 | $0 |
| CHUCK DWELLEY | Director Trustee or director | 2 | $0 |
| LINDA WALL | Treasurer Trustee or director, Officer | 10 | $0 |
| KATHY FINLAY | President Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAT JOHNSON | Treasurer Trustee or director, Officer | 15 | $0 |
| RAY LOVELL | Director Trustee or director | 2 | $0 |
| JOAN WOODCOCK | Director Trustee or director | 2 | $0 |
| DENNIS DOTY | Director Trustee or director | 2 | $0 |
| JERRY MURRY | Director Trustee or director | 2 | $0 |
| KEVIN JOHNSON | Director Trustee or director | 2 | $0 |
| CHUCK DWELLEY | Director Trustee or director | 2 | $0 |
| MARSHA HAYS | President Trustee or director, Officer | 0 | $0 |
| GARY MARKEGARD | Secretary Trustee or director, Officer | 0 | $0 |
| KATHY FINLAY | Vice President Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3811 ROHNERVILLE RD, FORTUNA, CA 95540-3121
- In care of
- % JACK R EAST JR
- Principal officer (990 for 2024)
- KATHY FINLAY, 3811 ROHNERVILLE ROAD, FORTUNA, CA 95540
- Signed the 990
- KATHY FINLAY, President
- Phone
- (707) 726-9203
- Website
- FORTUNASENIOR.ORG
- Return prepared by
- AndersonLucasSomerville & Borges
California records
California keeps its own records of charities and corporations. Search them by EIN 20-0322659 or by the name FORTUNA SENIOR SERVICES INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- 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.Expenses $21,954
- WE OFFER HIKING, WALKING, BICYCLING, TAI CHI, AND DANCE GROUPS FOR SENIORS THAT ALLOW THEM TO STAY MENTALLY AND PHYSICALLY ACTIVE.Expenses $15,682
- 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.Expenses $14,636
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0322659
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81)
- Assets (IRS master file)
- $2,674,618
- Income (IRS master file)
- $89,557
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $85,559 | $102,168 | $2,674,618 | XML |
| 990 | June 2024 | $715,583 | $92,929 | $2,660,692 | XML |
| 990 | June 2023 | $577,294 | $53,266 | $2,045,789 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0322659).
Questions about FORTUNA SENIOR SERVICES INC
- What is the EIN of FORTUNA SENIOR SERVICES INC?
- The employer identification number (EIN) of FORTUNA SENIOR SERVICES INC is 20-0322659.
- Is FORTUNA SENIOR SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to FORTUNA SENIOR SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FORTUNA SENIOR SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FORTUNA SENIOR SERVICES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORTUNA SENIOR SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FORTUNA SENIOR SERVICES INC?
- The 990 for the year ended June 30, 2025 names KATHY FINLAY.
- Who are the officers and directors of FORTUNA SENIOR SERVICES INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does FORTUNA SENIOR SERVICES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $85,559, expenses of $102,168 and total assets of $2,674,618 at year end.
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