LIFETIME ASSISTANCE INC

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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

1978

Legal Domicile

Principal Officer

BRYAN O'DONOVAN

Phone

5854264120

Tax Period

2024-01-01 to 2024-12-31

LIFETIME ASSISTANCE INC, founded in 1978, is a major nonprofit in the Human Services sector that reported $108.9M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $96.6M left a modest 11% surplus.

Mission

LIFETIME ASSISTANCE, INC. IS A COMMUNITY LEADER, PROVIDING COMPREHENSIVE SERVICES TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. OUR GOAL IS TO FOSTER INDEPENDENCE, SELF-RELIANCE AND RESPECT FOR INDIVIDUALS WITH DISABILITIES. OUR VISION IS TO HELP EACH PERSON REACH HIS OR HER FULL POTENTIAL AND REALIZE THE OPPORTUNITIES OF A LIFETIME.

Program Service Accomplishments

Program 1

Expenses: $57,911,288 Revenue: $69,679,262

THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE...

THE INDIVIDUAL RESIDENTIAL ALTERNATIVE PROGRAM PROVIDES HOUSING AND 24 HOUR CARE FOR ADULT DEVELOPMENTALLY DISABLED INDIVIDUALS IN VARIOUS RESIDENTIAL SETTINGS LOCATED THROUGHOUT WESTERN MONROE COUNTY DESIGNED TO INCREASE INDEPENDENCE.

Program 2

Expenses: $6,809,135 Revenue: $6,715,386

COMMUNITY SERVICES PROGRAMS PROVIDE FAMILIES AND PEOPLE WHO LIVE IN THE COMMUNITY WITH THE LIFE-SKILLS TRAINING NECESSARY TO LIVE AND WORK INDEPENDENTLY.

Program 3

Expenses: $13,524,018 Revenue: $19,578,456

DAY SERVICES PROGRAMS PROVIDE TRAINING AND ASSISTANCE IN DAILY LIVING SKILLS AND BEHAVIOR ADJUSTMENTS TO ADULT DEVELOPMENTALLY DISABLED PARTICIPANTS.

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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 $7,827,852

Program Service Revenue $100,578,808

Investment Income $479,918

Other Revenue $0

TOTAL REVENUE $108,886,578

Expense Breakdown

Grants Paid $0

Salaries & Benefits $74,850,279

Fundraising Expenses $54,010

Program Expenses $86,232,179

Other Expenses $21,782,212

TOTAL EXPENSES $96,632,491

Year-over-Year Comparison

	2024	2023	Change
Revenue	$108,886,578	$96,673,516	+0.1%
Expenses	$96,632,491	$93,162,497	+0.0%
Net Income	$12,254,087	$3,511,019	+2.5%

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

2095

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

$833,058

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS SMITHGALL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DON A FUREY PHD	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARY SQUIRES	TREASURER	1.00	Officer Director	$0	$0	$0
CATHY HOUSTON-WILSON PHD	SECRETARY	1.00	Officer Director	$0	$0	$0
ANITA GREEN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES TOBIN	DIRECTOR	1.00	Director	$0	$0	$0
JULIEANN N WARNER MD	DIRECTOR	1.00	Director	$0	$0	$0
JOEL DIMARTINO	DIRECTOR	1.00	Director	$0	$0	$0
VINCE MITRANO	DIRECTOR EMERITUS	1.00	Director	$0	$0	$0
RITA WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
LORI A KLAFEHN	DIRECTOR	1.00	Director	$0	$0	$0
ANNA N KORUS	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE MCKINLEY	DIRECTOR	1.00	Director	$0	$0	$0
GERALD P COX PHD	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN O'DONOVAN	PRESIDENT AND CEO	40.00	Officer	$394,363	$19,027	$413,390
LINDA ANDERSON	CHIEF FINANCIAL OFFICER	40.00	Officer	$245,691	$28,614	$274,305
KIMBERLY ALBERT	CHEIF PROGRAM OFFICER	40.00	Officer	$128,208	$17,155	$145,363
DEBRA ARGUS	DIRECTOR OF HEALTH SERVICE	40.00	Highest	$154,860	$42,673	$197,533
JONATHAN SEMMLER	CONTROLLER	40.00	Highest	$147,048	$23,050	$170,098
TIMOTHY NEILANS	SENIOR MANAGER	40.00	Highest	$138,118	$18,560	$156,678
CHERYL LEADER	CHIEF HUMAN RESOURCES OFFICER	40.00	Highest	$223,763	$0	$223,763
KEITH GILDERHUS	CHIEF INFORMATION OFFICER	40.00	Highest	$219,807	$0	$219,807
JAMES BRANCIFORTE	FORMER PRESIDENT AND CEO	0.00		$252,581	$0	$252,581

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	$108,886,578	$96,632,491	$69,401,828	$12,254,087
2023	$96,673,516	$93,162,497	$53,774,810	$3,511,019
2022	$103,679,937	$101,073,978	$50,607,334	$2,605,959
2021	$89,182,117	$87,093,441	$48,718,996	$2,088,676
2020	$81,587,687	$80,107,115	$42,094,384	$1,480,572
2019	$79,123,758	$78,820,034	$40,427,779	$303,724
2018	$76,066,788	$75,689,168	$39,043,212	$377,620