TOWARD MAXIMUM INDEPENDENCE (EIN 330185759) - 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

1986

Legal Domicile

Principal Officer

RACHEL HARRIS

Phone

8584670600

Tax Period

2023-07-01 to 2024-06-30

TOWARD MAXIMUM INDEPENDENCE, founded in 1986, is a mid-sized nonprofit in the Human Services sector that reported $25.2M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

TMI PROVIDES PERSONALIZED SERVICES TO THOSE WHO REQUIRE SUPPORT, ENABLING THEM TO MAKE INFORMED CHOICES REGARDING HOW THEY LIVE, WORK AND FUNCTION PRODUCTIVELY AND INDEPENDENTLY IN THE COMMUNITY.

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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 $2,313,471

Program Service Revenue $22,750,649

Investment Income $92,665

Other Revenue $-2,139

TOTAL REVENUE $25,154,646

Expense Breakdown

Grants Paid $1,396,545

Salaries & Benefits $19,751,362

Fundraising Expenses $13,452

Program Expenses $21,739,252

Other Expenses $3,690,594

TOTAL EXPENSES $24,838,501

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,154,646	$21,415,758	+0.2%
Expenses	$24,838,501	$20,866,568	+0.2%
Net Income	$316,145	$549,190	-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

464

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

$669,789

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER WALTERS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOCELYN GONZALEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY BISHOP	SECRETARY, BOARD MEMBER	1.00	Director	$0	$0	$0
NORMAN FALEONO	BOARD MEMBER	1.00	Director	$0	$0	$0
BRYAN SHULL	TREASURER, BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE MAMERTO	BOARD MEMBER	1.00	Director	$0	$0	$0
DONAVEN YOUSIF	VICE CHAIR, BOARD MEMBER	1.00	Director	$0	$0	$0
ALICE CAMPBELL	CHAIR, BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER MARTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNA PLANTE	STAFF REPRESENTATIVE	1.00	Director	$0	$0	$0
MAURICE ALTEMUS	CLIENT BOARD REPRESENTATIV	1.00	Director	$0	$0	$0
MINNIE COURINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
DR SHAVONNE WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
RACHEL HARRIS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$264,230	$10,064	$274,294
JESSIE CAMPBELL	CHIEF OPERATING OFFICER	40.00	Officer	$179,165	$17,730	$196,895
LIHONG KE	VICE PRESIDENT OF FINANCE	40.00	Officer	$184,253	$14,347	$198,600
REBECA VALENZUELA	VP OF HR AND GENERAL COUNS	40.00	Highest	$158,190	$12,505	$170,695
THOMAS RUFFINO	PERSONAL ATTENDENT	40.00	Highest	$126,847	$11,091	$137,938
CELESTINE OWINO	PERSONAL ATTENDENT	40.00	Highest	$112,826	$11,487	$124,313
RICHARD TROYER	PERSONAL ATTENDENT	40.00	Highest	$118,793	$4,948	$123,741
DAVID CROSS	DIRECTOR OF COMPUTER AND I	40.00	Highest	$110,149	$4,288	$114,437
PAOLA OSUNA	FORMER DIRECTOR OF FAMILY	40.00		$141,218	$3,345	$144,563

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	$25,154,646	$24,838,501	$13,987,046	$316,145
2023	$21,415,758	$20,866,568	$13,886,279	$549,190
2022	$19,664,519	$18,993,336	$12,797,619	$671,183
2021	$20,116,229	$18,419,635	$12,789,174	$1,696,594
2020	$19,251,599	$18,539,241	$11,087,277	$712,358
2019	$17,258,222	$16,521,475	$9,737,305	$736,747
2018	$15,598,929	$14,607,160	$8,894,203	$991,769

TOWARD MAXIMUM INDEPENDENCE