SUPERIOR ALLIANCE FOR INDEPENDENT LIVING (EIN 383363721) - 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

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.

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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