SOUTHEASTERN OHIO CENTER FOR INDEPENDENT LIVING (EIN 223882498) - 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

2002

Legal Domicile

Principal Officer

DAVID MCNELLY

Phone

7406891494

Tax Period

2024-01-01 to 2024-12-31

SOUTHEASTERN OHIO CENTER FOR INDEPENDENT LIVING, founded in 2002, is a small nonprofit in the Human Services sector that reported $319K in total revenue in fiscal year 2024. Expenses of $276K left a modest 14% surplus.

Mission

PROVIDE SERVICES TO PEOPLE WITH DISABILITIES. SUCH SERVICES INCLUDE ASSISTANCE WITH HOUSING, EMPLOYMENT, TRANSPORTATION AND RECREATIONAL ISSUES.

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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 $319,395

Program Service Revenue $0

Investment Income $93

Other Revenue $-256

TOTAL REVENUE $319,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $194,792

Fundraising Expenses $0

Program Expenses $166,473

Other Expenses $80,949

TOTAL EXPENSES $275,741

Year-over-Year Comparison

	2024	2023	Change
Revenue	$319,232	$310,498	+0.0%
Expenses	$275,741	$307,549	-0.1%
Net Income	$43,491	$2,949	+13.7%

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

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

$49,314

Total Directors

$49,314

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID MCNELLY	EXEC DIR/PRE	40.00	Officer Director	$37,489	$0	$37,489
RACHEL SWISHER	PRESIDENT/EX	2.00	Officer Director	$11,825	$0	$11,825
AUSTIN EVERETT	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEXANDRA MATHEWS	BOARD MEMBER	2.00	Director	$0	$0	$0
INDIA MITCHELL	BOARD MEMBER	2.00	Director	$0	$0	$0
ARIEL QUEEN	BOARD MEMBER	2.00	Director	$0	$0	$0
MISSY TOTH	TREASURER	2.00	Officer Director	$0	$0	$0
PAMELA WHITELEY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
BRIAN WOODYARD	BOARD MEMBER	2.00	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
2024	$319,232	$275,741	$87,047	$43,491
2023	$310,498	$307,549	$43,548	$2,949
2022	$398,951	$394,087	$40,597	$4,864
2021	$352,568	$370,709	$35,732	$-18,141
2020	$459,023	$422,410	$53,873	$36,613
2019	$275,315	$276,811	$17,263	$-1,496
2018	$252,808	$250,679	$18,759	$2,129

SOUTHEASTERN OHIO CENTER FOR INDEPENDENT LIVING