LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC (EIN 382213535) - 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

1978

Legal Domicile

Principal Officer

JULIA JEFFREYS

Phone

2697820654

Tax Period

2024-10-01 to 2025-09-30

LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC, founded in 1978, is a mid-sized nonprofit in the Human Services sector that reported $30.6M in total revenue in fiscal year 2024.

Mission

TO PROVIDE ALL LEVELS OF SUPPORT TO PEOPLE WITH PHYSICAL AND MENTAL DISABILITIES IN THE COMMUNITY. ALWAYS STRIVING TO ENHANCE THE QUALITY OF LIFE FOR ALL THAT WE SERVE.

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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 $0

Program Service Revenue $30,580,536

Investment Income $9,585

Other Revenue $0

TOTAL REVENUE $30,590,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,961,960

Fundraising Expenses $0

Program Expenses $25,947,144

Other Expenses $8,949,693

TOTAL EXPENSES $29,911,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,590,121	$30,197,311	+0.0%
Expenses	$29,911,653	$28,943,599	+0.0%
Net Income	$678,468	$1,253,712	-0.5%

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

798

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

$466,705

Total Directors

$466,705

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN NAUER	OFFICER	1.00	Officer Director	$0	$0	$0
GLORIA S MITZELFELD	TREASURER	1.00	Officer Director	$0	$20,572	$180,462
JULIA JEFFREYS	EXEC. DIRECTOR, PRES. & SE	50.00	Officer Director	$0	$57,921	$286,243
MICHELLE HELMUTH-CHARLES	DIRECTOR OF OPERATIONS & M	40.00	Highest	$126,616	$42,927	$169,543

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	$30,590,121	$29,911,653	$10,420,677	$678,468
2024	$30,197,311	$28,943,599	$9,808,456	$1,253,712
2023	$26,423,458	$25,909,721	$7,820,496	$513,737
2022	$25,848,055	$25,518,240	$7,784,472	$329,815
2021	$26,131,876	$24,645,686	$6,575,914	$1,486,190
2020	$23,407,783	$23,369,960	$5,136,316	$37,823
2019	$22,768,061	$22,750,849	$4,588,155	$17,212
2018	$22,708,377	$22,697,475	$4,837,976	$10,902

LIVING ALTERNATIVES FOR THE DEVELOPMENTALLY DISABLED INC