BRONX INDEPENDENT LIVING SERVICES INC (EIN 133238733) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

BARBARA LINN

Phone

7185152800

Tax Period

2023-10-01 to 2024-09-30

BRONX INDEPENDENT LIVING SERVICES INC, founded in 1984, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

TO EMPOWER ALL PEOPLE WITH DISABILITIES TO UNDERSTAND AND EXERCISE THEIR CIVIL AND HUMAN RIGHTS IN ORDER TO LIVE FULLY INTEGRATED LIVES IN MAINSTREAM SOCIETY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,683,688

Program Service Revenue $41,142

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,724,830

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,259,616

Fundraising Expenses $0

Program Expenses $1,311,987

Other Expenses $449,231

TOTAL EXPENSES $1,708,847

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,724,830	$1,860,678	-0.1%
Expenses	$1,708,847	$1,777,180	0.0%
Net Income	$15,983	$83,498	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$131,235

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA LINN	PRESIDENT	2.00	Officer Director	$0	$0	$0
FRED FERNANDEZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOAN PETERS	TREASURER	2.00	Officer Director	$0	$0	$0
JASON LIEBERMAN	DIRECTOR	2.00	Director	$0	$0	$0
BERNEAL SUTHERLAND	DIRECTOR	2.00	Director	$0	$0	$0
SHELDON MANN	DIRECTOR	2.00	Director	$0	$0	$0
YAW APPIADU	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
MANUEL PEREZ	EXECUTIVE DIRECTOR	40.00	Officer	$115,000	$16,235	$131,235

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,724,830	$1,708,847	$1,785,659	$15,983
2023	$1,860,678	$1,777,180	$738,337	$83,498
2022	$1,829,258	$1,786,158	$602,685	$43,100
2021	$1,758,847	$1,691,616	$577,291	$67,231
2020	$1,512,374	$1,523,653	$630,091	$-11,279
2019	$1,335,968	$1,375,714	$422,005	$-39,746
2018	$1,150,783	$1,228,923	$351,291	$-78,140

BRONX INDEPENDENT LIVING SERVICES INC