Personalized Independent Living Opportunities & Training Services Inc (EIN 223182410) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

ALLEN SAMUELS

Phone

8568090600

Tax Period

2022-07-01 to 2023-06-30

Personalized Independent Living Opportunities & Training Services Inc, founded in 1992, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year.

Mission

TO PROVIDE QUALITY AND LOVING ENVIRONMENT IN OUR HOMES AND DAY PROGRAMS THAT SERVE INDIVIDUALS LIVING WITH INTELLECTUAL AND/OR PHYSICAL DISABILITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $85,799

Program Service Revenue $5,813,087

Investment Income $-19,073

Other Revenue $0

TOTAL REVENUE $5,879,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,606,405

Fundraising Expenses $0

Program Expenses $5,614,382

Other Expenses $1,802,823

TOTAL EXPENSES $6,409,228

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,879,813	$6,694,057	-0.1%
Expenses	$6,409,228	$6,153,816	+0.0%
Net Income	$-529,415	$540,241	-2.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

156

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

$109,956

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLEN J SAMUELS	EXECUTIVE DIRECTOR	40.0	Officer	$109,956	$0	$109,956
Daniel Lombardo	BOARD CHAIR	1.0	Officer Director	$0	$0	$0
Charles Kelly	Board Member	1.0	Director	$0	$0	$0
Kathy White	Board Member	1.0	Director	$0	$0	$0
Owen McCabe	Board member	1.0	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	$5,879,813	$6,409,228	$3,252,513	$-529,415
2022	$6,694,057	$6,153,816	$3,635,639	$540,241
2021	$6,611,958	$5,531,310	$3,086,583	$1,080,648
2020	$5,560,954	$5,782,143	$2,612,119	$-221,189
2019	$5,260,631	$5,083,365	$2,033,133	$177,266
2018	$4,435,503	$4,609,618	$1,650,354	$-174,115

Personalized Independent Living Opportunities & Training Services Inc