California · Nonprofit
FORTUNA SENIOR SERVICES INC
FORTUNA SENIOR SERVICES INC (California) receives grants from 4 organizations whose IRS filings report $200,144 to it, the largest being CHRISTINE & JALMER BERG FOUNDATION ($125,000). 4 of them have funded it in more than one year.
- Revenue FY2025
- $86k
- Funders on record
- 4
- Grants received
- $200k
- Net assets
- $2.7M
What Fortuna Senior Services Inc does
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.
As stated on its FY2025 Form 990.
Programs
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.
$21,954 spent42% of program spendingWe offer hiking, walking, bicycling, tai chi, and dance groups for seniors that allow them to stay mentally and physically active.
$15,682 spent30% of program spendingWe 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.
$14,636 spent28% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $52,272.
The organization over time
Each line starts at 100 in 2018, so what you read is the shape rather than the size: 150 means half as much again as 2018, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $2.0M to $2.7M (+30%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
45% of FORTUNA SENIOR SERVICES INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (100% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2017 → 2023: the base broadened from 1 funder to 3 funders, grant income rose $2k → $31k.
1 of 4 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 0% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of FORTUNA SENIOR SERVICES INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
FORTUNA SENIOR SERVICES INC leans on a few funders — its largest provides 62% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
Largest funder’s share by year: 2017 100% · 2018 100% · 2019 73% · 2020 99% · 2021 71% · 2022 100% · 2023 66% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
100% of FORTUNA SENIOR SERVICES INC's grant income comes from California funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $144 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
FORTUNA SENIOR SERVICES INC is better cushioned than half of the 9,787 human services nonprofits its size.
this organization peer median middle 50% of peers· 9,787 human services nonprofits under $100k, FY2025
Government funding FORTUNA SENIOR SERVICES INC receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $998k on record.
- Department of Housing and Urban Development$998k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like FORTUNA SENIOR SERVICES INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
51% of spending goes to programs.
Governance
Public support
92%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for FORTUNA SENIOR SERVICES INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds FORTUNA SENIOR SERVICES INC?
- FORTUNA SENIOR SERVICES INC (California) receives grants from 4 organizations whose IRS filings report $200,144 to it, the largest being CHRISTINE & JALMER BERG FOUNDATION ($125,000). 4 of them have funded it in more than one year.
- How many funders does FORTUNA SENIOR SERVICES INC have?
- IRS filings report 4 organizations giving $200,144 in grants to FORTUNA SENIOR SERVICES INC, 4 of which have funded it in more than one year.
- Who is the largest funder of FORTUNA SENIOR SERVICES INC?
- CHRISTINE & JALMER BERG FOUNDATION is the largest funder on record, with $125,000 in grants. The full list of funders is on this page.
- How can an organization like FORTUNA SENIOR SERVICES INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Fortuna Senior Services →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2018–2025), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing