ADVANCED LIVING MANAGEMENT & DEVELOPMENT INC (EIN 208836357) - 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

2007

Legal Domicile

Principal Officer

RANDALL JAMES

Phone

2153620227

Tax Period

2022-07-01 to 2023-06-30

ADVANCED LIVING MANAGEMENT & DEVELOPMENT INC, founded in 2007, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2022. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $274K, a strong 23% operating margin.

Mission

TO MANAGE HOUSING PROJECTS AND EDUCATE COMMUNITY ABOUT HOUSING NEEDS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $187,245

Program Service Revenue $505,316

Investment Income $77,469

Other Revenue $414,473

TOTAL REVENUE $1,184,503

Expense Breakdown

Grants Paid $0

Salaries & Benefits $340,286

Fundraising Expenses $0

Program Expenses $448,453

Other Expenses $570,133

TOTAL EXPENSES $910,419

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,184,503	$1,426,774	-0.2%
Expenses	$910,419	$943,952	0.0%
Net Income	$274,084	$482,822	-0.4%

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

$290,231

Total Directors

$290,231

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH W CLEMENS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
GEORGE MESCHTER	1ST VICE CHAIR	2.00	Officer Director	$0	$0	$0
CARL SENSENIG	2ND VICE CHAIR	2.00	Officer Director	$0	$0	$0
SHARON JONES-HOFER	SECRETARY	2.00	Officer Director	$0	$0	$0
D STEPHEN WOELKERS	TREASURER	2.00	Officer Director	$0	$0	$0
NORMAN J LEPPING	DIRECTOR	1.00	Director	$0	$0	$0
DIANNE CESTRONE	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY OST	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN SARIS	DIRECTOR	1.00	Director	$0	$0	$0
MATT SEIPT	DIRECTOR	1.00	Director	$0	$0	$0
BARRY SIMPSON	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL JAMES	PRESIDENT/CEO	20.00	Officer Director	$260,231	$30,000	$290,231
PAUL DELP	DIRECTOR	1.00	Director	$0	$0	$0
GAYLAND RIDLEY	DIRECTOR	1.00	Director	$0	$0	$0
ROB TEXTER	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN STOLTE	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,184,503	$910,419	$10,680,032	$274,084
2022	$1,426,774	$943,952	$10,835,547	$482,822
2021	$1,481,934	$1,069,132	$10,440,880	$412,802
2020	$1,491,075	$1,265,846	$13,149,441	$225,229
2019	$1,113,481	$1,435,290	$12,285,156	$-321,809
2018	$2,581,544	$1,254,176	$11,227,130	$1,327,368

ADVANCED LIVING MANAGEMENT & DEVELOPMENT INC