INSTITUTE FOR SENIOR LIVING (EIN 300567181) - Form 990 Financial Analysis & Trantor Score

🔒

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

ISL 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 change and solutions to optimize the aging experience, improve the quality of life of older adults and dispel misperceptions about aging and aging services. It helps its members stay informed, gain trusted peer insights, and become inspired to advance change.

🔒

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

INSTITUTE FOR SENIOR LIVING