INNISFREE INCORPORATED

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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

1971

Legal Domicile

Principal Officer

KEITH LEWIS

Phone

4348235400

Tax Period

2023-01-01 to 2023-12-31

INNISFREE INCORPORATED, founded in 1971, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $3.7M left a modest 3% surplus.

Mission

LIFE SHARING RESIDENTIAL CARE FOR ADULTS WITH INTELLECTUAL DISABILITIES AND THE STEWARDSHIP OF LAND, ACKNOWLEDGING THE RECIPROCAL RELATIONSHIP BETWEEN HUMAN HEALTH AND THE NATURAL ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $3,083,775 Revenue: $2,218,039

INNISFREE IS DEDICATED TO PROVIDING A LIFESHARING HOME AND WORK ENVIRONMENT WITH ADULTS WITH INTELLECTUAL DISABILITIES. RESIDENTS ENGAGE IN ON-CAMPUS ARTISAN AND LIFE SKILLS TRAINING, DIRECTED AND...

INNISFREE IS DEDICATED TO PROVIDING A LIFESHARING HOME AND WORK ENVIRONMENT WITH ADULTS WITH INTELLECTUAL DISABILITIES. RESIDENTS ENGAGE IN ON-CAMPUS ARTISAN AND LIFE SKILLS TRAINING, DIRECTED AND SUPPORTED BY TRAINED HOUSE PARENTS AND STAFF. AS PART OF ITS CHARITABLE MISSION, INNISFREE VALUES WORK AND FOSTERS CREATIVITY THROUGH ARTISTIC CRAFTS, AND THE STEWARDSHIP OF THE LAND TO ACKNOWLEDGE THE RECIPROCAL RELATIONSHIP BETWEEN HUMAN HEALTH AND THE NATURAL ENVIRONMENT, WHICH INCLUDES THE CREATION OF A STREAM MITIGATION BANK.

Program 2

Expenses: $116,030 Revenue: $116,030

FINANCIAL ASSISTANCE IN THE FORM OF REDUCED TUITION WAS PROVIDED TO SEVERAL RESIDENTS DURING THE YEAR.

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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 $650,468

Program Service Revenue $2,334,069

Investment Income $863,228

Other Revenue $0

TOTAL REVENUE $3,847,765

Expense Breakdown

Grants Paid $116,030

Salaries & Benefits $1,936,945

Fundraising Expenses $47,900

Program Expenses $3,199,805

Other Expenses $1,665,148

TOTAL EXPENSES $3,718,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,847,765	$3,523,820	+0.1%
Expenses	$3,718,123	$3,586,360	+0.0%
Net Income	$129,642	$-62,540	-3.1%

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

$115,980

Total Directors

$40,452

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AURORE HUTTER	EXEC. DIRECT	40.00	Officer	$115,980	$0	$115,980
TIM WOOL	SECRETARY	40.00	Director	$40,452	$0	$40,452
KEVIN BATTLE	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL DARBY	DIRECTOR	2.00	Director	$0	$0	$0
BARBARA FRIED	DIRECTOR	2.00	Director	$0	$0	$0
HENRY GRIFFIN	CHAIR	5.00	Director	$0	$0	$0
MIRIAM HALPERN	DIRECTOR	2.00	Director	$0	$0	$0
KRISSY LASAGNA	VICE CHAIR	5.00	Director	$0	$0	$0
KEITH LEWIS	TREASURER	5.00	Director	$0	$0	$0
LEIGH SATO	DIRECTOR	2.00	Director	$0	$0	$0
GERI SCHIRMER	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM WALKER	DIRECTOR	2.00	Director	$0	$0	$0
NEAL WALTERS	DIRECTOR	2.00	Director	$0	$0	$0
ALISON WEBB	DIRECTOR	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	No data	No data	No data	No data
2023	$3,847,765	$3,718,123	$32,202,670	$129,642
2022	$3,523,820	$3,586,360	$30,067,629	$-62,540
2021	$6,604,642	$3,070,194	$34,491,656	$3,534,448
2020	$4,607,000	$2,962,125	$29,526,505	$1,644,875
2019	$5,191,706	$2,988,585	$26,972,868	$2,203,121
2018	$3,987,793	$2,994,762	$22,884,939	$993,031