INDEPENDENT LIVING SERVICES INC (EIN 237167314) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

ELISSA DOUGLAS

Phone

5013275234

Tax Period

2023-07-01 to 2024-06-30

INDEPENDENT LIVING SERVICES INC, founded in 1972, is a community nonprofit in the Human Services sector that reported $10.0M in total revenue in fiscal year 2018. Expenses of $9.4M left a modest 6% surplus.

Mission

INDEPENDENT LIVING SERVICES IS A NON-PROFIT AGENCY WHOSE PURPOSE IS TO ASSIST IN MAKING A BETTER LIFE POSSIBLE FOR PEOPLE WITH DEVELOPMNETAL DISABILITIES. ILS RECOGNIZES EACH PERSON IS DIFFERENT AND PROVIDES AN ARRAY OF SERVICES TO BEST MEET INDIVIDUAL NEEDS AND MAXIMIZE CHOICE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $305,159

Program Service Revenue $10,962,998

Investment Income $729,190

Other Revenue $657,631

TOTAL REVENUE $12,654,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,284,035

Fundraising Expenses $0

Program Expenses $11,415,409

Other Expenses $1,745,214

TOTAL EXPENSES $12,029,249

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,654,978	$12,707,848	0.0%
Expenses	$12,029,249	$11,877,046	+0.0%
Net Income	$625,729	$830,802	-0.2%

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

424

Volunteers

100

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

$152,713

Total Directors

$152,713

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON HANSEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC TREAT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHLEEN ATKINS	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA BRITTON	DIRECTOR	1.00	Director	$0	$0	$0
MARIA HOSKINS	DIRECTOR	1.00	Director	$0	$0	$0
JAYME LEMON	DIRECTOR	1.00	Director	$0	$0	$0
JOSH LINDEN	DIRECTOR	1.00	Director	$0	$0	$0
UMANG PATEL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
ALAN WHITE	SECRETARY	1.00	Director	$0	$0	$0
DAVID WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
ELISSA DOUGLAS	EXECUTIVE DIRECTOR	40.00	Officer Director	$137,203	$15,510	$152,713
EVELYN FECHER-WARD	PROGRAM DIRECTOR	40.00	Highest	$114,788	$18,842	$133,630
ROBERT WRIGHT	SUPPORTED	40.00	Highest	$107,119	$5,968	$113,087
JESSICA HUTCHISON	FINANCE DIRECTOR	40.00	Highest	$115,244	$14,404	$129,648

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	$12,654,978	$12,029,249	$19,987,584	$625,729
2023	$12,707,848	$11,877,046	$19,809,436	$830,802
2022	$12,796,150	$10,761,223	$18,713,840	$2,034,927
2021	$13,877,516	$9,982,617	$17,341,970	$3,894,899
2020	$10,825,606	$10,140,699	$13,068,493	$684,907
2019	$9,955,039	$9,381,687	$10,724,546	$573,352

INDEPENDENT LIVING SERVICES INC