COMMUNITY LIVING & LEARNING INC (EIN 251269389) - 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

1974

Legal Domicile

Principal Officer

NATHANIEL HAGGERTY

Phone

7243491420

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY LIVING & LEARNING INC, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $10.1M in total revenue in fiscal year 2023. Expenses of $9.5M left a modest 6% surplus.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROVIDE DIVERSE SUPPORTS WHICH EMPOWER INDIVIDUALS TO CHOOSE HOW TO LIVE, WORK AND RECREATE WITHIN THE COMMUNITY; TO MAXIMIZE PERSONAL INDEPENDENCE BY FACILITATING RELATIONSHIPS WITHIN THE COMMUNITY; TO PARTICIPATE IN ONGOING QUALITY ENHANCEMENT TO ENSURE DESIRED OUTCOMES FOR EACH INDIVIDUAL; AND, TO ACTIVELY PURSUE DIVERSIFIED RESOURCES FOR THE ACCOMPLISHMENT OF THE ABOVE PURPOSES WITHOUT REGARD TO RACE, COLOR, RELIGIOUS CREED, DISABILITY, SEX, AGE, ANCESTRY OR NATIONAL ORIGIN.

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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 $273,226

Program Service Revenue $9,750,143

Investment Income $115,027

Other Revenue $4,326

TOTAL REVENUE $10,142,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,787,991

Fundraising Expenses $0

Program Expenses $8,277,712

Other Expenses $1,729,151

TOTAL EXPENSES $9,517,142

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,142,722	$9,436,272	+0.1%
Expenses	$9,517,142	$8,014,496	+0.2%
Net Income	$625,580	$1,421,776	-0.6%

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

158

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

$193,894

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATHANIEL HAGGERTY	EXECUTIVE DI	37.50	Officer	$89,861	$16,254	$106,115
THOMAS B CITERONI	CHIEF FINANC	37.50	Officer	$81,057	$6,722	$87,779
JOHN CHAKOT	SECRETARY	1.00	Officer Director	$0	$0	$0
BARBARA FRYE	DIRECTOR	1.00	Director	$0	$0	$0
REGINA GESALMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUSAN MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN PALMISANO	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT PITZERELL	DIRECTOR	1.00	Director	$0	$0	$0
MARY SEALE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ANDREW WALLWORK	TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL WISSINGER	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$10,142,722	$9,517,142	$10,130,044	$625,580
2023	$9,436,272	$8,014,496	$8,975,936	$1,421,776
2022	$9,456,090	$8,234,795	$7,543,081	$1,221,295
2021	$7,099,787	$6,490,222	$7,367,388	$609,565
2020	$7,270,824	$5,955,832	$6,381,208	$1,314,992
2019	$7,346,175	$5,918,110	$4,318,221	$1,428,065
2018	$6,403,862	$5,428,149	$3,022,866	$975,713

COMMUNITY LIVING & LEARNING INC