Options Center for Independent Living (EIN 363667955) - 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

1989

Legal Domicile

Phone

8159360100

Tax Period

2024-07-01 to 2025-06-30

Options Center for Independent Living, founded in 1989, is a small nonprofit in the Human Services sector that reported $836K in total revenue in fiscal year 2024. Expenses of $768K left a modest 8% surplus.

Mission

To maximize the ability of people with disabilities to live independently and participate fully in society.

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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 (2024)

Revenue Breakdown

Contributions & Grants $720,260

Program Service Revenue $82,879

Investment Income $18,591

Other Revenue $13,943

TOTAL REVENUE $835,673

Expense Breakdown

Grants Paid $0

Salaries & Benefits $520,523

Fundraising Expenses $0

Program Expenses $767,748

Other Expenses $247,225

TOTAL EXPENSES $767,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$835,673	$796,588	+0.0%
Expenses	$767,748	$768,426	0.0%
Net Income	$67,925	$28,162	+1.4%

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

$139,394

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Therese Cardosi	Executive Dir.	41.00	Officer	$75,341	$0	$75,341
Dan Brough	CFO	41.00	Officer	$64,053	$0	$64,053
Ashley Prairie	Treasurer	1.00	Officer Director	$0	$0	$0
Todd Brack	Director	1.00	Director	$0	$0	$0
Lucinda Hurt	Director	1.00	Director	$0	$0	$0
Amber Cahue	President	1.00	Officer Director	$0	$0	$0
Kay Jurica	Co Secretary	1.00	Director	$0	$0	$0
Dina Raymond	Co Secretary	1.00	Director	$0	$0	$0
Romero Lewis	Director	1.00	Director	$0	$0	$0
Amber Gocken	Vice President	1.00	Officer 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	$835,673	$767,748	$861,738	$67,925
2024	$796,588	$768,426	$842,053	$28,162
2023	$821,177	$772,435	$786,089	$48,742
2022	$813,568	$830,096	$584,695	$-16,528
2021	$714,695	$784,032	$600,640	$-69,337
2020	$724,459	$699,970	$673,004	$24,489
2019	$602,350	$610,631	$633,316	$-8,281
2018	$562,564	$593,209	$644,996	$-30,645

Options Center for Independent Living