INNOVATIVE LIFESTYLES INC (EIN 383134951) - 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

1993

Legal Domicile

Principal Officer

PAMELA HURLEY

Phone

2486238898

Tax Period

2024-10-01 to 2025-09-30

INNOVATIVE LIFESTYLES INC, founded in 1993, is a community nonprofit in the Medical Research sector that reported $4.9M in total revenue in fiscal year 2024.

Mission

TO PROVIDE RESIDENTIAL CARE SERVICES FOR DEVELOPMENTALLY DISABLED PERSONS IN A GROUP HOME.

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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 $4,102,412

Program Service Revenue $793,004

Investment Income $2,675

Other Revenue $14,955

TOTAL REVENUE $4,913,046

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,162,115

Fundraising Expenses $7,411

Program Expenses $4,515,866

Other Expenses $983,439

TOTAL EXPENSES $5,145,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,913,046	$5,029,226	0.0%
Expenses	$5,145,554	$5,756,318	-0.1%
Net Income	$-232,508	$-727,092	-0.7%

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

118

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

$221,562

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN LOUISE STAPLETON	PRESIDENT	0.25	Officer Director	$0	$0	$0
SHERYL ANN MILLER	DIRECTOR	0.25	Director	$0	$0	$0
ROGER ALLEN COVILL	DIRECTOR	0.25	Director	$0	$0	$0
AMY BETH SHELTON	DIRECTOR	0.25	Director	$0	$0	$0
SHARON EICKHOLDT	DIRECTOR	0.25	Director	$0	$0	$0
CAROLE LEE TRAVIS	SECRETARY	0.25	Officer Director	$0	$0	$0
LINDA ANN TRAVIS	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
BERNADINE ANN PETZOLD	DIRECTOR	0.25	Director	$0	$0	$0
CHRISTY PROPST	DIRECTOR	0.25	Director	$0	$0	$0
PAMELA HURLEY	EXECUTIVE DIRECTOR/TREASURER	45.00	Officer	$221,369	$193	$221,562
CASSANDRA COULTER-MCCORVEY	SUPERVISOR	68.00	Highest	$151,394	$450	$151,844
TITANA ROBINSON	SUPERVISOR	65.00	Highest	$119,915	$450	$120,365
CHRISTOPHER THOMAS	SUPERVISOR	108.00	Highest	$124,514	$450	$124,964
SABRINA BOWENS	SUPERVISOR	50.00	Highest	$101,671	$450	$102,121
AMANDA MONTFORT	SUPERVISOR	50.00	Highest	$106,635	$450	$107,085

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	$4,913,046	$5,145,554	$735,386	$-232,508
2024	$5,029,226	$5,756,318	$1,056,633	$-727,092
2023	$6,685,505	$6,062,977	$2,271,072	$622,528
2022	$5,683,444	$6,092,744	$1,331,293	$-409,300
2021	$6,333,556	$5,325,294	$1,440,300	$1,008,262
2020	$4,911,899	$5,054,607	$1,067,782	$-142,708
2019	$4,655,123	$4,590,473	$616,038	$64,650
2018	$4,975,293	$5,098,685	$555,581	$-123,392

INNOVATIVE LIFESTYLES INC