INSTITUTE FOR SENIOR LIVING

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

Scott Peifer

Phone

9168427341

Tax Period

2024-07-01 to 2025-06-30

INSTITUTE FOR SENIOR LIVING, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $205K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $242K exceeded revenue, resulting in a 18% operating deficit.

Mission

The Institute for Senior Living is a think-and-act tank of thought leaders focused on innovation, strategy and leadership to generate ideas and act as a catalyst to advance solutions that optimize the aging experience. It helps its members stay informed, gain trusted peer insights, and become equipped to advance change. The objective is to result in better quality of living in later life and to dispel misperceptions about aging and aging services.

Program Service Accomplishments

Program 1

Expenses: $101,787 Revenue: $0

The Institute held four CEO Thought-Leadership Roundtables with 20 or more participants in each toward the achievement of its mission. Guest faculty and expert speakers as well as technology and...

The Institute held four CEO Thought-Leadership Roundtables with 20 or more participants in each toward the achievement of its mission. Guest faculty and expert speakers as well as technology and other innovators were secured to provide cutting-edge thought-leadership content that the members discussed and applied to the senior care sector. The presentations, tours, demonstrations and discussion which impacted the leadership and strategic decisions the CEO members made for the betterment of the older adults they serve and the staff who provide care. New collaborations and innovation projects were spawned from the roundtables. The Institute extended one of its Roundtables into a 4-day intensive on purpose and transitions. It also held other ad-hoc meetings to advance its mission.

Program 2

Expenses: $132,794 Revenue: $0

Executive Director: Conducted extensive research to discover the latest innovations and thought advancements within the field of aging services and from other industries to inform, inspire and...

Executive Director: Conducted extensive research to discover the latest innovations and thought advancements within the field of aging services and from other industries to inform, inspire and catalyze into action the organization's members. ISL member CEOs are thought leaders who serve hundreds of thousands of older adults throughout the United States. The information, inspiration and collaborative action discussions are delivered at the aforementioned Roundtables as well as other virtual gatherings each year, including by guest speakers and faculty. The Executive Director also planned an International Learning Journey to Europe, to learn from the Dutch, French and Sardinian cultures, governmental policies, advanced technologies and innovative care providers on how to better prioritize and provide innovative care for elders.

Program 3

Expenses: $617 Revenue: $0

Books and readings to inform and inspire members.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $205,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $205,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $241,508

Other Expenses $241,508

TOTAL EXPENSES $241,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$205,000	$302,402	-0.3%
Expenses	$241,508	$254,870	-0.1%
Net Income	$-36,508	$47,532	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
Jill Vitale-Aussem	Director	0.25	Director	$0	$0	$0
Lawrence Garcia	Secretary	0.25	Officer Director	$0	$0	$0
Jesse Jantzen	President	0.25	Officer Director	$0	$0	$0
Torsten Hirche	Treasurer	0.25	Officer Director	$0	$0	$0
Sara McVey	Director	0.25	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	$205,000	$241,508	$122,127	$-36,508
2024	$302,402	$254,870	$160,135	$47,532
2023	$200,000	$163,909	$78,706	$36,091