INVISION CUSTOMIZED SERVICES

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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

TO PASSIONATELY DELIVER AN ARRAY OF PERSON-DRIVEN SERVICES FOR PEOPLE WITH DISABILITIES IN PURSUIT OF THEIR LIFE VISIONS.

Program Service Accomplishments

Program 1

Expenses: $52,820,578 Revenue: $67,274,304

RESIDENTIAL LIVING: AN INTEGRATED RESIDENTIAL AND VOCATIONAL PROGRAM DESIGNED TO PROVIDE CONTINUOUS STAFF SUPPORT THAT IS CUSTOMIZED TO THE UNIQUE NEEDS OF EACH PERSON SERVED. THE INDIVIDUALS...

RESIDENTIAL LIVING: AN INTEGRATED RESIDENTIAL AND VOCATIONAL PROGRAM DESIGNED TO PROVIDE CONTINUOUS STAFF SUPPORT THAT IS CUSTOMIZED TO THE UNIQUE NEEDS OF EACH PERSON SERVED. THE INDIVIDUALS SUPPORTED ARE DIRECTLY INVOLVED IN DECIDING WHAT THEY NEED TO ACHIEVE THEIR VISION OF SUCCESS. THIS MEANS THAT PEOPLE WITH DISABILITIES CAN LIVE IN THEIR OWN HOMES AND LEAD MEANINGFUL LIVES.

Program 2

Expenses: $786,511 Revenue: $400,406

EMPLOYMENT SUPPORTS:DEVELOPED TO PROVIDE HIGHLY CUSTOMIZED SERVICES TO HELP PEOPLE WITH DISABILITIES FIND AND MAINTAIN EMPLOYMENT. BEYOND FINDING A JOB, OUR PROCESS DEVELOPS A RELATIONSHIP WITH EACH INDIVIDUAL, IDENTIFIES WHAT THEY WANT OUT OF A CAREER, CREATES A COMPREHENSIVE CAREER GUIDE, AND SPENDS TIME ON THE WORKSITE TO ENSURE A SMOOTH TRANSITION FOR BOTH THE EMPLOYEE AND EMPLOYER.

Program 3

Expenses: $909,971 Revenue: $804,505

COMMUNITY SUPPORTS:DESIGNED TO PROVIDE COMMUNITY-ORIENTED AND INTEREST-BASED ACTIVITIES, PLUS THERAPEUTIC SKILLS, TO BETTER INTEGRATE THE PEOPLE WE SUPPORT INTO THEIR FAMILIES AND COMMUNITIES. THIS PROGRAM ENHANCES EACH PERSON'S SOCIAL AND DECISION-MAKING SKILLS, CONNECTIONS TO THE COMMUNITIES IN WHICH THEY LIVE, AND A SENSE OF PERSONAL RESPONSIBILITY.

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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