INVISION CUSTOMIZED SERVICES (EIN 251701328) - 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

1992

Legal Domicile

Principal Officer

MARK BROOKS

Phone

7249335100

Tax Period

2024-07-01 to 2025-06-30

INVISION CUSTOMIZED SERVICES, founded in 1992, is a mid-sized nonprofit in the Human Services sector that reported $69.5M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $62.7M left a modest 10% surplus.

Mission

INVISION CUSTOMIZED SERVICES PROVIDES INNOVATIVE, CUSTOMIZED SERVICES TO INDIVIDUALS UNDER THE BELIEF THAT EVERY PERSON HAS A VOICE, AND WE DEVELOP EACH SUPPORT THROUGH AN UNDERSTANDING OF THE IMPORTANCE AND POWER OF MUTUAL RELATIONSHIPS. THE ORGANIZATION PROVIDES SUPPORT THROUGH OUR RESIDENTIAL PROGRAM, COMMUNITY SUPPORTS AND EMPLOYMENT SUPPORTS.

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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 $1,049,099

Program Service Revenue $63,093,843

Investment Income $0

Other Revenue $5,385,372

TOTAL REVENUE $69,528,314

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,952,324

Fundraising Expenses $0

Program Expenses $54,517,060

Other Expenses $18,762,967

TOTAL EXPENSES $62,715,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,528,314	$53,817,504	+0.3%
Expenses	$62,715,291	$56,944,898	+0.1%
Net Income	$6,813,023	$-3,127,394	-3.2%

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

629

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

$1,736,902

Total Directors

$1,213,131

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUTH SIEGFRIED	FOUNDER/PRESIDENT	1.00	Officer Director	$0	$249,750	$720,079
TOM TEVIS	TREASURER	1.00	Officer Director	$0	$0	$0
KIMBERLY LOVE	CEO	30.00	Officer Director	$0	$87,821	$493,052
STEVE ROBERTS	CHAIR	1.00	Officer Director	$0	$0	$0
BRIANNA TOTTY	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA GRUBLIS	MEMBER	1.00	Director	$0	$0	$0
RAYMOND HERRON	CFO	30.00	Officer	$0	$10,666	$262,514
DEB HYATT-BURKHART	COO	1.00	Officer	$0	$34,588	$261,257
DANIELE O TAMO	TEAM LEADER	40.00	Highest	$221,906	$14,658	$236,564
ROBERT A CHALMERS	TEAM LEADER	40.00	Highest	$198,812	$15,162	$213,974
MOHAMMED G KIADII	TEAM LEADER	40.00	Highest	$185,814	$13,368	$199,182
PHILIP B ONDIEK	TEAM LEADER	40.00	Highest	$185,046	$21,456	$206,502
CRYSTAL RUPERT	RESIDENTIAL COUNSELOR	40.00	Highest	$180,534	$24,781	$205,315

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	$69,528,314	$62,715,291	$28,413,096	$6,813,023
2024	$53,817,504	$56,944,898	$20,700,698	$-3,127,394
2023	$51,893,976	$54,752,138	$22,451,194	$-2,858,162
2022	$55,968,221	$50,676,662	$23,664,054	$5,291,559
2021	$49,156,313	$48,573,956	$21,957,854	$582,357
2020	$51,102,575	$47,474,209	$15,130,089	$3,628,366
2019	$47,592,932	$47,368,331	$9,675,516	$224,601
2018	$47,070,384	$46,246,941	$9,784,481	$823,443

INVISION CUSTOMIZED SERVICES