OZARK INDEPENDENT LIVING (EIN 311492222) - 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

1996

Legal Domicile

Phone

4172568714

Tax Period

2023-07-01 to 2024-06-30

OZARK INDEPENDENT LIVING, founded in 1996, is a community nonprofit in the Health Care sector that reported $8.3M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $7.7M left a modest 7% surplus.

Mission

ASSISTING THE DISABLED IN A SEVEN COUNTY AREA IN THE STATE OF MISSOURI

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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 (2023)

Revenue Breakdown

Contributions & Grants $285,069

Program Service Revenue $7,821,967

Investment Income $215,623

Other Revenue $15,294

TOTAL REVENUE $8,337,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $966,467

Fundraising Expenses $0

Program Expenses $6,004,313

Other Expenses $6,764,218

TOTAL EXPENSES $7,730,685

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,337,953	$6,545,583	+0.3%
Expenses	$7,730,685	$5,652,121	+0.4%
Net Income	$607,268	$893,462	-0.3%

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
DAWN HICKS	CHAIR	0.25	Officer	$0	$0	$0
RUTH HONES	VICE-CHAIR	0.25	Officer	$0	$0	$0
SHEILA SPARKS	SECRETARY/TREASURER	0.25	Officer	$0	$0	$0
ANYTA CAVITT	MEMBER	0.25	Officer	$0	$0	$0
LOIS FRAZIER	MEMBER	0.25	Officer	$0	$0	$0
MARY KELLUM	MEMBER	0.25	Officer	$0	$0	$0
SETH BRYANT	MEMBER	0.25	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
2025	No data	No data	No data	No data
2024	$8,337,953	$7,730,685	$6,311,432	$607,268
2023	$6,545,583	$5,652,121	$5,665,150	$893,462
2022	$4,249,328	$4,266,937	$4,771,689	$-17,609
2021	$4,146,394	$4,158,601	$4,789,298	$-12,207
2020	$4,287,309	$3,986,975	$4,801,606	$300,334

OZARK INDEPENDENT LIVING