INTEGRATED LIVING INC (EIN 383036718) - 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

1991

Legal Domicile

Principal Officer

KAREN M HARRIS

Phone

5867319800

Tax Period

2023-10-01 to 2024-09-30

INTEGRATED LIVING INC, founded in 1991, is a mid-sized nonprofit in the Mental Health sector that reported $12.6M in total revenue in fiscal year 2023. Expenses of $11.7M left a modest 7% surplus.

Mission

PROVIDE RESIDENTIAL AND IN HOME SUPPORT SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.

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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 $2,620

Program Service Revenue $12,519,756

Investment Income $89,701

Other Revenue $17,702

TOTAL REVENUE $12,629,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,036,310

Fundraising Expenses $0

Program Expenses $10,097,392

Other Expenses $1,702,261

TOTAL EXPENSES $11,738,571

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,629,779	$12,043,157	+0.0%
Expenses	$11,738,571	$11,502,699	+0.0%
Net Income	$891,208	$540,458	+0.6%

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

281

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

$361,038

Total Directors

$361,038

Key Employees

$160,195

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN HARRIS	BOARD PRESIDENT/CEO	50.00	Officer Director	$242,813	$0	$242,813
JAMES KUNATH	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
SARA HARRIS	BOARD SECRETARY/DIRECTOR OF OPERATIONS	45.00	Officer Director	$118,225	$0	$118,225
JOAN BROCK-JONES	DIRECTOR	1.00	Director	$0	$0	$0
MALISSA ANN WOOD	DIRECTOR	1.00	Director	$0	$0	$0
JON POPE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
GAYLE STEWART	DIRECTOR	1.00	Director	$0	$0	$0
RYAN KING	CFO	45.00	Key Emp	$160,195	$0	$160,195
TONOA CARTER	DIRECT CARE WORKER	102.00	Highest	$139,804	$0	$139,804
GLENDA SIMMONS	HOME MANAGER	103.00	Highest	$109,622	$0	$109,622
STACY L HARMAN	HOME MANAGER	103.00	Highest	$113,728	$0	$113,728
MICHAEL J WEATHERSBY	DIRECT CARE WORKER	102.00	Highest	$109,375	$0	$109,375
EDWINA PATTERSON	HOME MANAGER	78.00	Highest	$108,996	$0	$108,996

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	$12,629,779	$11,738,571	$7,601,914	$891,208
2023	$12,043,157	$11,502,699	$6,265,476	$540,458
2022	$12,048,179	$11,331,693	$5,694,788	$716,486
2021	$12,289,343	$10,859,618	$5,506,520	$1,429,725
2020	$10,598,401	$10,497,821	$5,734,571	$100,580
2019	$9,723,236	$9,534,174	$3,832,879	$189,062
2018	$8,978,388	$9,110,691	$3,763,835	$-132,303

INTEGRATED LIVING INC