LIFE ESSENTIALS INC (EIN 311324922) - 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

1991

Legal Domicile

Principal Officer

ROSALIE MAKRIDIS

Phone

9375860545

Tax Period

2019-07-01 to 2020-03-31

LIFE ESSENTIALS INC, founded in 1991, is a small nonprofit that reported $415K in total revenue in fiscal year 2019. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

THE MISSION OF LIFE ESSENTIALS IS TO BE THE COMMUNITY LEADER IN PROVIDING PROFESSIONAL, PERSON-CENTERED SERVICES TO ENHANCE THE WELL-BEING OF VULNERABLE ADULTS.

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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 (2019)

Revenue Breakdown

Contributions & Grants $299,521

Program Service Revenue $115,464

Investment Income $48

Other Revenue $448

TOTAL REVENUE $415,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $340,430

Fundraising Expenses $41,588

Program Expenses $339,465

Other Expenses $103,602

TOTAL EXPENSES $444,032

Year-over-Year Comparison

	2019	2018	Change
Revenue	$415,481	$526,745	-0.2%
Expenses	$444,032	$576,399	-0.2%
Net Income	$-28,551	$-49,654	-0.4%

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

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

$85,012

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELI SPERRY	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOE SZOKE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARION JACKSON	TRESURER	2.00	Officer Director	$0	$0	$0
TED GUDORF	SECRETARY	2.00	Officer Director	$0	$0	$0
ROSS E SZLAG	TRUSTEE	2.00	Director	$0	$0	$0
JULIA M BELDEN	TRUSTEE	2.00	Director	$0	$0	$0
LINDA CROUCH-ROEPKEN	EXECUTIVE DIRECTOR	37.50	Officer	$51,490	$6,407	$57,897
CATHY SHOUP	BOOKKEEPER	26.25	Officer	$26,583	$532	$27,115

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
2020	$415,481	$444,032	No data	$-28,551
2019	$526,745	$576,399	$187,788	$-49,654
2018	$535,114	$534,181	$236,818	$933

LIFE ESSENTIALS INC