PROGRESSIVE LIFESTYLES INC (EIN 382455152) - 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

1983

Legal Domicile

Principal Officer

JENNIFER BOHNE

Tax Period

2023-10-01 to 2024-09-30

PROGRESSIVE LIFESTYLES INC, founded in 1983, is a mid-sized nonprofit in the Human Services sector that reported $14.9M in total revenue in fiscal year 2023.

Mission

OUR MISSION IS SUPPORT INDIVI- DUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN COMMUNITY THEY LIVE. WE PROVIDE SUPPORT IN THE LEAST RESTRICTIVE ENVIRONMENT.

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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 $14,742,375

Program Service Revenue $0

Investment Income $70,127

Other Revenue $89,755

TOTAL REVENUE $14,902,257

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,962,188

Fundraising Expenses $13,652

Program Expenses $13,773,928

Other Expenses $2,751,422

TOTAL EXPENSES $15,713,610

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,902,257	$14,934,765	0.0%
Expenses	$15,713,610	$14,836,588	+0.1%
Net Income	$-811,353	$98,177	-9.3%

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

280

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

$300,168

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG BROWN	PRESIDENT	1	Officer Director	$0	$0	$0
ADAM FUHRMAN	TRUSTEE	1	Director	$0	$0	$0
ROSEMARY RANGI	TRUSTEE	1	Director	$0	$0	$0
JIM ROZELL	TRUSTEE	1	Director	$0	$0	$0
W SCARBOROUGH	TRUSTEE	1	Director	$0	$0	$0
KYM JUNTI	TRUSTEE	1	Director	$0	$0	$0
JENNIFER BOHNE	CEO/SECRETARY	42	Officer	$141,250	$36,189	$177,439
J WILLIAMS	CFO	42	Officer	$115,466	$7,263	$122,729
DENISE MARLEY	HC EMPLOYEE	73	Highest	$118,761	$3,586	$122,347
BRENDA OTOOLE	HC EMPLOYEE	75	Highest	$117,959	$3,741	$121,700
DARLENE MANTUA	HC EMPLOYEE	82	Highest	$111,489	$3,476	$114,965
CALLEN FILLIO	HC EMPLOYEE	65	Highest	$110,967	$10,188	$121,155
LORETTA GAGE	HC EMPLOYEE	83	Highest	$108,547	$3,411	$111,958
JOHN WILLIAMS	FORMER CEO	0		$0	$25,400	$25,400

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	$14,902,257	$15,713,610	$3,249,408	$-811,353
2023	$14,934,765	$14,836,588	$3,910,124	$98,177
2022	$15,498,490	$14,343,256	$3,564,491	$1,155,234
2021	$12,501,738	$11,964,023	$1,965,841	$537,715
2020	$9,754,357	$10,448,214	$2,144,137	$-693,857
2019	$8,599,496	$8,695,353	$1,166,905	$-95,857
2018	$8,475,934	$8,712,074	$1,303,236	$-236,140

PROGRESSIVE LIFESTYLES INC