MAINSTAY LIFE SERVICES (EIN 251215557) - 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

1999

Legal Domicile

Principal Officer

KIMBERLY SONAFELT

Phone

4123443640

Tax Period

2024-07-01 to 2025-06-30

MAINSTAY LIFE SERVICES, founded in 1999, is a mid-sized nonprofit in the Housing & Shelter sector that reported $35.7M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $32.0M left a modest 10% surplus.

Mission

MAINSTAY LIFE SERVICES PROVIDES LIFE-LONG, HIGH-QUALITY SUPPORT SERVICES TO ENSURE THAT PEOPLE WITH DEVELOPMENTAL DISABILITIES LEAD FULFILLING LIVES AND REALIZE THEIR VISION OF A DESIRABLE FUTURE.

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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 $965,479

Program Service Revenue $33,749,912

Investment Income $781,795

Other Revenue $216,316

TOTAL REVENUE $35,713,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,140,669

Fundraising Expenses $599,473

Program Expenses $25,083,744

Other Expenses $5,841,914

TOTAL EXPENSES $31,982,583

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,713,502	$29,157,182	+0.2%
Expenses	$31,982,583	$27,827,683	+0.1%
Net Income	$3,730,919	$1,329,499	+1.8%

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

495

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

$1,195,691

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REID WOLFE	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JAMES GEMPERLE	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
PETER FLEMING	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
SUZANNE SCHWEPPE	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
ROSEMARIE COOPER	DIRECTOR	1.00	Director	$0	$0	$0
MARVIN GOLD CFRE	DIRECTOR	1.00	Director	$0	$0	$0
JANNA CHIURAZZI YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN FINNEY	DIRECTOR	1.00	Director	$0	$0	$0
TRAYSEAN HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LOVELACE	DIRECTOR	1.00	Director	$0	$0	$0
SHANE MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JIM YAHNER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID RIEHL	DIRECTOR	1.00	Director	$0	$0	$0
DR MAHMOOD USMAN	DIRECTOR	1.00	Director	$0	$0	$0
JACK RYAN	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY SONAFELT	CEO	40.00	Officer	$322,473	$28,691	$351,164
JODIE ESPER	CFO	40.00	Officer	$262,148	$31,869	$294,017
DOROTHY GORDON	CAEO	40.00	Officer	$157,764	$37,574	$195,338
WILLETTE WALKER	CHCO	40.00	Officer	$174,798	$16,074	$190,872
CHRISTINA GRAVES	CPO (THROUGH AUGUST 2024)	40.00	Officer	$163,950	$350	$164,300
EDWIN OCHESTER	EXECUTIVE DIRECTOR OF PROGRAM OPERATIONS	40.00	Highest	$203,455	$12,764	$216,219
KEVIN JORDAN	CONTROLLER	40.00	Highest	$114,779	$36,732	$151,511
DENNIS ZELLERS	ASSOCIATE DIRECTOR OF CLINICAL	40.00	Highest	$103,893	$5,720	$109,613

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	$35,713,502	$31,982,583	$34,136,720	$3,730,919
2024	$29,157,182	$27,827,683	$29,013,325	$1,329,499
2023	$28,006,260	$25,936,773	$25,436,997	$2,069,487
2022	$27,133,047	$23,705,593	$23,133,484	$3,427,454
2021	$28,130,633	$22,686,540	$22,073,883	$5,444,093
2020	$22,219,530	$20,126,427	$19,077,264	$2,093,103
2019	$21,137,637	$19,106,152	$13,928,067	$2,031,485
2018	$18,630,364	$17,041,784	$12,090,302	$1,588,580

MAINSTAY LIFE SERVICES