Living Well Disability Services (EIN 237181360) - 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

1972

Legal Domicile

Principal Officer

Peter Koehn

Phone

6512425122

Tax Period

2025-01-01 to 2025-12-31

Living Well Disability Services, founded in 1972, is a mid-sized nonprofit that reported $33.9M in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

Transforms lives of people impacted by disabilities through delivery of exceptional services

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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 (2025)

Revenue Breakdown

Contributions & Grants $3,770,063

Program Service Revenue $29,282,975

Investment Income $804,865

Other Revenue $26,088

TOTAL REVENUE $33,883,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,159,193

Fundraising Expenses $694,938

Program Expenses $29,244,696

Other Expenses $9,215,004

TOTAL EXPENSES $33,374,197

Year-over-Year Comparison

	2025	2024	Change
Revenue	$33,883,991	$28,569,285	+0.2%
Expenses	$33,374,197	$29,959,542	+0.1%
Net Income	$509,794	$-1,390,257	-1.4%

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

726

Volunteers

837

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

$630,546

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Anthony Derose	Chair	0.80	Officer Director	$0	$0	$0
Christine Reiten	Vice Chair	0.80	Officer Director	$0	$0	$0
Lisa Adelmann	Treasurer	0.80	Officer Director	$0	$0	$0
Fran McCloskey	Secretary	0.80	Officer Director	$0	$0	$0
Kevin Reilly	Director	0.80	Director	$0	$0	$0
Kevin Fossum	Director	0.80	Director	$0	$0	$0
Nicolas Tiziou	Director	0.80	Director	$0	$0	$0
Vince Opat	Director	0.80	Director	$0	$0	$0
Judy Marder	Director	0.80	Director	$0	$0	$0
William Boyd	Director	0.80	Director	$0	$0	$0
Katherine Henning	Director	0.80	Director	$0	$0	$0
Brian Ronningen	Director	0.80	Director	$0	$0	$0
Rodney Carlson	Chief Operating Officer	40.00	Officer	$165,464	$7,779	$173,243
Peter Koehn	Chief Financial Officer	40.00	Officer	$152,521	$16,408	$168,929
Thomas Gillespie	President/CEO	40.00	Officer	$280,049	$8,325	$288,374
Alison Nelson	Chief People Officer	50.00	Highest	$153,230	$7,155	$160,385
Leber Saye	Float Direct Support Professional	50.00	Highest	$120,318	$14,138	$134,456
Ibrahim Jalloh	Assisant Program Manager	50.00	Highest	$117,636	$16,273	$133,909
Jamee Yung	Director of Development	50.00	Highest	$113,093	$15,887	$128,980
Shelley Novotny	Direct Support Professional	50.00	Highest	$131,648	$21,364	$153,012
Ghazi Akailvi	Consultant/Former CFO	30.00		$214,120	$0	$214,120

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	$33,883,991	$33,374,197	$24,747,826	$509,794
2024	No data	No data	No data	No data
2023	$30,775,134	$28,971,585	$23,895,933	$1,803,549
2022	$26,455,724	$27,605,097	$22,234,616	$-1,149,373
2021	$25,251,629	$25,997,828	$24,168,704	$-746,199
2020	$23,945,999	$23,137,941	$23,505,603	$808,058
2019	$22,554,790	$20,083,964	$21,529,167	$2,470,826
2018	$20,658,726	$19,957,772	$18,875,914	$700,954

Living Well Disability Services