The Shared Living Collaborative Inc (EIN 205950420) - 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

2006

Legal Domicile

Phone

9783468802

Tax Period

2024-07-01 to 2025-06-30

The Shared Living Collaborative Inc, founded in 2006, is a mid-sized nonprofit in the Human Services sector that reported $20.4M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.1M, a strong 20% operating margin.

Mission

To provide services and residential support to individuals with disabilities

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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 (2024)

Revenue Breakdown

Contributions & Grants $18,755,379

Program Service Revenue $1,366,853

Investment Income $203,104

Other Revenue $34,076

TOTAL REVENUE $20,359,412

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,475,522

Fundraising Expenses $0

Program Expenses $14,570,856

Other Expenses $10,757,996

TOTAL EXPENSES $16,233,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,359,412	$18,107,203	+0.1%
Expenses	$16,233,518	$14,845,848	+0.1%
Net Income	$4,125,894	$3,261,355	+0.3%

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

213

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

$203,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniela Morse	Executive Director	40.00	Officer	$181,642	$21,789	$203,431
Linda Call	Director	1.00	Director	$0	$0	$0
Gina Marks	Director	1.00	Director	$0	$0	$0
Amy Gianacoples	Director	1.00	Director	$0	$0	$0
Michele Hook	President	1.00	Officer Director	$0	$0	$0
Donna Cavagnac	Secretary	1.00	Officer Director	$0	$0	$0
Marcy Burgie	Treasurer	1.00	Officer Director	$0	$0	$0

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
2025	$20,359,412	$16,233,518	$22,760,725	$4,125,894
2024	$18,107,203	$14,845,848	$18,867,776	$3,261,355
2023	$18,523,247	$15,398,256	$16,154,051	$3,124,991
2022	$17,348,442	$14,894,646	$12,590,369	$2,453,796
2021	$15,178,474	$13,343,206	$10,107,862	$1,835,268
2020	$15,043,002	$13,805,618	$7,781,958	$1,237,384
2019	$13,831,966	$13,009,796	$6,202,699	$822,170

The Shared Living Collaborative Inc