INDEPENDENT LIVING FOR SENIORS INC (EIN 161491059) - 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

1996

Legal Domicile

Principal Officer

DR RICHARD DAVIS

Phone

5859221595

Tax Period

2023-01-01 to 2023-12-31

INDEPENDENT LIVING FOR SENIORS INC, founded in 1996, is a mid-sized nonprofit in the Religion sector that reported $99.4M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $85.2M left a modest 14% surplus.

Mission

TO MEET THE HEALTH CARE NEEDS OF ELDERLY PERSONS AND OTHER INDIVIDUALS WHO REQUIRE CHRONIC HEALTH CARE BY ESTABLISHING AND MAINTAINING A CHRONIC CARE MANAGEMENT PROGRAM, INCLUDING BUT NOT LIMITED TO: MANAGEMENT AND COORDINATION OF COMPREHENSIVE LONG-TERM CARE SERVICES, HOUSING, INPATIENT AND OUTPATIENT HOSPITAL SERVICES, NURSING HOME CARE, HOME HEALTH CARE, ADULT DAY CARE, HOSPICE CARE, RESPITE CARE, PERSONAL CARE, HOMEMAKER SERVICES, DIAGNOSTIC LABORATORY SERVICES, THERAPEUTIC AND DIAGNOSTIC RADIOLOGIC SERVICES, EMERGENCY SERVICES, EMERGENCY ALARM SERVICES, HOME DELIVERED MEALS, PHYSICAL ADAPTATIONS TO CLIENTS' HOMES, PHYSICIANS' CARE (INCLUDING CONSULTANT AND REFERRAL SERVICES), ANCILLARY SERVICES, CASE MANAGEMENT SERVICES, TRANSPORTATION AND OTHER RELATED MEDICAL SERVICES.

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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 $2,877,708

Program Service Revenue $95,639,687

Investment Income $917,946

Other Revenue $4,049

TOTAL REVENUE $99,439,390

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,575,690

Fundraising Expenses $0

Program Expenses $80,805,223

Other Expenses $59,659,324

TOTAL EXPENSES $85,235,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,439,390	$86,522,370	+0.1%
Expenses	$85,235,014	$77,784,768	+0.1%
Net Income	$14,204,376	$8,737,602	+0.6%

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

378

Volunteers

N/A

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

$8,258,909

Total Directors

$3,800,239

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES H HANK STUART	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
MARILYN DOLLINGER	TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL MEYERS	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD DAVIS PHD	CEO	3.00	Officer Director	$168,120	$54,880	$3,137,088
RALPH DESTEPHANO	DIRECTOR	1.00	Director	$0	$0	$0
ERIKA GREEN	DIRECTOR	1.00	Director	$0	$0	$0
DR RICHARD MACHEMER	DIRECTOR	1.00	Director	$0	$0	$0
MANUEL MATOS MD	DIRECTOR	1.00	Director	$0	$146,102	$663,151
JAMES NORMAN	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH PATTON PHD	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS CRILLY	CFO	3.00	Officer	$77,696	$154,600	$1,579,020
HUGH THOMAS	CAO	0.00	Officer	$0	$9,101	$1,739,491
CHRISTIAN CASINI	ASSISTANT SECRETARY	0.00	Officer	$0	$34,153	$371,721
JENNIFER ESLINGER	COO	3.00	Officer	$70,583	$11,368	$1,305,382
ROBERT AROESTY	VP ELDERONE	55.00	Officer	$126,111	$96	$126,207
ALFRED MALOMO	PHYSICIAN	40.00	Highest	$222,997	$65,805	$288,802
KATHY RALSTON	DIRECTOR, BUSINESS DEVELOPMENT	40.00	Highest	$163,339	$42,840	$206,179
CLAUDIA GONZALEZ SUAREZ	PHYSICIAN	40.00	Highest	$220,104	$3,222	$223,326
ANNE OLINGER	PHYSICIAN	40.00	Highest	$247,644	$54,854	$302,498
VALERIE HAMANN	PHYSICIAN ASSISTANT	40.00	Highest	$152,451	$14,181	$166,632

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	No data	No data	No data	No data
2023	$99,439,390	$85,235,014	$81,504,531	$14,204,376
2022	$86,522,370	$77,784,768	$71,724,223	$8,737,602
2021	$79,013,705	$70,870,854	$61,556,311	$8,142,851
2020	$79,950,957	$71,127,937	$52,401,958	$8,823,020
2019	$74,201,650	$73,775,161	$39,460,526	$426,489
2018	$75,671,210	$74,312,725	$34,460,590	$1,358,485

INDEPENDENT LIVING FOR SENIORS INC