SERVICES FOR INDEPENDENT LIVING (EIN 341315202) - 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

1980

Legal Domicile

Principal Officer

SHANNON MONYAK

Phone

2167311529

Tax Period

2023-10-01 to 2024-09-30

SERVICES FOR INDEPENDENT LIVING, founded in 1980, is a small nonprofit in the Human Services sector that reported $928K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO EMPOWER PERSONS WITH DIABILITIES TO LEAD INCLUSIVE LIVES THROUGH ADVOCACY, COMMUNITY AND SELF DIRECTED SERVICES.

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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 $805,963

Program Service Revenue $121,602

Investment Income $19

Other Revenue $361

TOTAL REVENUE $927,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $630,133

Fundraising Expenses $65,471

Program Expenses $623,504

Other Expenses $290,850

TOTAL EXPENSES $920,983

Year-over-Year Comparison

	2023	2022	Change
Revenue	$927,945	$833,142	+0.1%
Expenses	$920,983	$926,854	0.0%
Net Income	$6,962	$-93,712	-1.1%

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

$124,247

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON MONYAK	EXECUTIVE DI	40.00	Officer	$61,309	$2,014	$63,323
KELLY HICKMAN	FINANCE DIRE	40.00	Officer	$58,906	$2,018	$60,924
LATOYA BLAKE	TRUSTEE	1.00	Director	$0	$0	$0
GREGORY FORHAM	TREASURER	1.00	Director	$0	$0	$0
CAROLYN KRIEBEL	TRUSTEE	1.00	Director	$0	$0	$0
SHARON MEIXNER	SECRETARY	1.00	Director	$0	$0	$0
SHARDE MORGAN	TRUSTEE	1.00	Director	$0	$0	$0
ALISSA MURRAY	TRUSTEE	1.00	Director	$0	$0	$0
JEFF NAHRA	VICE PRESIDE	3.00	Director	$0	$0	$0
DR JAMES J PIETRZYCKI	PRESIDENT	3.00	Director	$0	$0	$0
ROB ROSS	TRUSTEE	1.00	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
2024	$927,945	$920,983	$195,447	$6,962
2023	$833,142	$926,854	$203,812	$-93,712
2022	$819,705	$868,628	$457,323	$-48,923
2021	$1,004,671	$1,029,799	$444,320	$-25,128
2020	$955,171	$918,777	$452,876	$36,394
2019	$767,604	$884,316	$440,023	$-116,712
2018	$763,539	$965,317	$462,745	$-201,778

SERVICES FOR INDEPENDENT LIVING