SUPERIOR ALLIANCE FOR INDEPENDENT … - Form 990 Financial Data

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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

1997

Legal Domicile

Principal Officer

JUDY ROSEMERGY

Phone

9062285744

Tax Period

2023-10-01 to 2024-09-30

SUPERIOR ALLIANCE FOR INDEPENDENT LIVING, founded in 1997, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.8M left a modest 11% surplus.

Mission

TO ASSIST INDIVIDUALS WITH DISABILITIES AND PROMOTE ACCESSIBLE UPPER PENINSULA COMMUNITIES FOR ALL.

Program Service Accomplishments

Program 1

Expenses: $1,422,896

COMMUNITY EDUCATION/PUBLIC INFORMATION, COLLABORATION/NETWORKING, OUTREACH AND SYSTEMS ADVOCACY: SAIL EDUCATED AND COLLABORATED WITH INDIVIDUALS WITH DISABILITIES, FAMILY MEMBERS AND COMMUNITY...

COMMUNITY EDUCATION/PUBLIC INFORMATION, COLLABORATION/NETWORKING, OUTREACH AND SYSTEMS ADVOCACY: SAIL EDUCATED AND COLLABORATED WITH INDIVIDUALS WITH DISABILITIES, FAMILY MEMBERS AND COMMUNITY MEMBERS OF THE 15 COUNTIES OF THE U.P. ABOUT ISSUES RELATED TO THE DISABILITY MOVEMENT. SERVICES AND SUPPORTS THAT ARE AVAILABLE FOR THE DISABILITY COMMUNITY ARE SOMETIMES HARD TO FIND OR UNDERSTAND. SAIL STAFF SPENT TIME COLLABORATING, EDUCATING, ADVOCATING, NETWORKING AND PROVIDING INFORMATION TO THE COMMUNITY DURING 19,277 HOURS IN RELATION TO ACCESSIBILITY, ASSISTIVE TECHNOLOGY, EDUCATION, EMPLOYMENT, HEALTH CARE, HOUSING, RECREATION, ONGOING COMMUNITY SUPPORTS AND RESOURCE DEVELOPMENT. INDIVIDUAL SERVICES: SAIL SERVED PERSONS WITH DISABILITIES IN THE 15 COUNTIES OF THE U.P. WITH THEIR INDIVIDUAL INDEPENDENT LIVING SKILLS. FOCUSED ON PERSON-CENTERED PLANNING, SAIL STAFF SERVED 575 INDIVIDUALS WITH AN INDEPENDENT LIVING PLAN PROVIDING 2,523 INDIVIDUAL SERVICES BASED ON THE SPECIFIC NEEDS AND DESIRES OF THE INDIVIDUALS. INFORMATION AND REFERRAL: SAIL PROVIDED 1,132 INDIVIDUALS IN THE COMMUNITY WITH INFORMATION AND REFERRAL SERVICES IN THE FOLLOWING AREAS: EDUCATION, ACCESSIBILITY, ASSISTIVE TECHNOLOGY, EMPLOYMENT, RELOCATION, HOUSING, HEALTHCARE, TRANSPORTATION, RECREATION AND ONGOING COMMUNITY SUPPORTS. THIS PROVIDED THEM WITH OR GUIDED THEM TOWARDS THE APPROPRIATE RESOURCES FOR THEIR INQUIRY.

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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 $1,214,059

Program Service Revenue $770,137

Investment Income $4,434

Other Revenue $5,730

TOTAL REVENUE $1,994,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,353,592

Fundraising Expenses $4,602

Program Expenses $1,422,896

Other Expenses $412,888

TOTAL EXPENSES $1,766,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,994,360	$1,780,597	+0.1%
Expenses	$1,766,480	$1,574,017	+0.1%
Net Income	$227,880	$206,580	+0.1%

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

113

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

$81,966

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY ROSEMERGY	PRESIDENT	1.00	Officer Director	$0	$0	$0
AARON ANDRES	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
DEAN JUNTUNEN	SECRETARY	1.00	Officer Director	$0	$0	$0
ALLEN BEAUCHAMP	TREASURER	1.00	Officer Director	$0	$0	$0
ELGIE DOW	MEMBER-AT-LA	1.00	Director	$0	$0	$0
JONATHAN MEAD	MEMBER-AT-LA	1.00	Director	$0	$0	$0
BRETT WAY	MEMBER-AT-LA	1.00	Director	$0	$0	$0
DENNIS SMITH	MEMBER-AT-LA	1.00	Director	$0	$0	$0
JESSICA MANIER	MEMBER-AT-LA	1.00	Director	$0	$0	$0
RITA KEILHOLTZ	MEMBER-AT-LA	1.00	Director	$0	$0	$0
JULIE SHAW	EXECUTIVE DI	40.00	Officer	$81,966	$0	$81,966

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	$1,994,360	$1,766,480	$2,256,968	$227,880
2023	$1,780,597	$1,574,017	$1,193,129	$206,580
2022	$1,678,387	$1,747,410	$1,030,692	$-69,023
2020	$1,229,132	$1,445,983	$1,012,219	$-216,851
2019	$1,744,925	$1,578,516	$1,039,509	$166,409
2018	$1,582,120	$1,391,659	$825,169	$190,461

SUPERIOR ALLIANCE FOR INDEPENDENT LIVING