SOUTHWESTERN INDEPENDENT LIVING CENTER INC (EIN 222663199) - 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

1983

Legal Domicile

Principal Officer

LISA ROMANO

Phone

7166613010

Tax Period

2023-07-01 to 2024-06-30

SOUTHWESTERN INDEPENDENT LIVING CENTER INC, founded in 1983, is a small nonprofit in the Human Services sector that reported $783K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $699K left a modest 11% surplus.

Mission

PROVIDES SERVICES FOR 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 (2023)

Revenue Breakdown

Contributions & Grants $708,948

Program Service Revenue $0

Investment Income $5,329

Other Revenue $68,601

TOTAL REVENUE $782,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $603,552

Fundraising Expenses $0

Program Expenses $602,295

Other Expenses $95,296

TOTAL EXPENSES $698,848

Year-over-Year Comparison

	2023	2022	Change
Revenue	$782,878	$711,726	+0.1%
Expenses	$698,848	$690,802	+0.0%
Net Income	$84,030	$20,924	+3.0%

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

Total Directors

$141,013

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE CARRUBBA	EXECUTIVE DI	40.00	Director	$137,963	$0	$141,013
LISA ROMANO	PRESIDENT	1.00	Officer Director	$0	$0	$0
BARBARA LASHBROOK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
PATRICIA URSO	TREASURER	1.00	Officer Director	$0	$0	$0
CAROLYN THEISMANN	SECRETARY	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	No data	No data	No data	No data
2024	$782,878	$698,848	$786,131	$84,030
2023	$711,726	$690,802	$705,051	$20,924
2022	$686,077	$637,647	$677,273	$48,430
2021	$680,458	$607,969	$637,890	$72,489
2020	$667,729	$587,262	$562,813	$80,467
2019	$661,123	$628,113	$483,530	$33,010

SOUTHWESTERN INDEPENDENT LIVING CENTER INC