ADULTS WITH AUTISM LIVING WITH INDEPENDENCE VALUE AND ESTEEM (EIN 260692382) - 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

2007

Legal Domicile

Principal Officer

COLLEEN FOTI

Phone

6109998587

Tax Period

2022-09-01 to 2023-08-31

ADULTS WITH AUTISM LIVING WITH INDEPENDENCE VALUE AND ESTEEM, founded in 2007, is a small nonprofit in the Diseases & Disorders sector that reported $169K in total revenue in fiscal year 2022. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $195K exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROVIDE ADULTS WITH AUTISM WITH RESOURCES AND SUPPORT TO FACILITATE OPPORTUNITIES TO EXPERIENCE AND EXPLORE A VARIETY OF CHOICES DESIGNED TO ENCOURAGE THEM TO REALIZE THEIR STRENGTHS, THEIR INTERESTS, AND THE ESSENCE OF THEIR PERSONALITY SO THEY MAY ACHIEVE AND FULFILL THEIR INDIVIDUALIZED INDEPENDENCE ACROSS VOCATIONAL, RESIDENTIAL, DOMESTIC, COMMUNITY, SOCIAL, AND RECREATIONAL DOMAINS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $180,229

Program Service Revenue $0

Investment Income $356

Other Revenue $-11,921

TOTAL REVENUE $168,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $113,069

Fundraising Expenses $0

Program Expenses $194,587

Other Expenses $81,518

TOTAL EXPENSES $194,587

Year-over-Year Comparison

	2022	2021	Change
Revenue	$168,664	$231,348	-0.3%
Expenses	$194,587	$193,756	+0.0%
Net Income	$-25,923	$37,592	-1.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK BEVILACQUA	MEMBER	1.00	Director	$0	$0	$0
JACQUELINE MCELHENNEY	MEMBER	1.00	Director	$0	$0	$0
MATTHEW MINGEY	MEMBER	1.00	Director	$0	$0	$0
COLLEEN FOTI	TREASURER	10.00	Officer	$0	$0	$0
FRANK FOTI	PRESIDENT	3.00	Officer	$0	$0	$0
JOHN RAYER	VICE PRESIDE	1.00	Officer	$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
2023	$168,664	$194,587	$193,106	$-25,923
2022	$231,348	$193,756	$219,029	$37,592
2021	$262,288	$168,433	$181,437	$93,855
2020	$198,791	$183,398	$105,627	$15,393
2019	$163,386	$159,633	$72,189	$3,753

ADULTS WITH AUTISM LIVING WITH INDEPENDENCE VALUE AND ESTEEM