INDEPENDENT LIVING INC (EIN 391186642) - 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

1973

Legal Domicile

Principal Officer

JOCELYN DEWITT

Phone

6082747900

Tax Period

2020-01-01 to 2020-12-31

INDEPENDENT LIVING INC, founded in 1973, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2020. Revenue fell 61% from the prior year — a significant decline worth monitoring.

Mission

A MULTI-SERVICE AGENCY THAT ASSISTS OLDER ADULTS AND PEOPLE WITH DISABILITIES, ENABLING THEM TO LIVE WITH DIGNITY AND INDEPENDENCE AND TO MAINTAIN HEALTH AND WELL-BEING. ORGANIZATION CEASED OPERATIONS IN 2020.

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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 (2020)

Revenue Breakdown

Contributions & Grants $457,053

Program Service Revenue $636,892

Investment Income $6,981

Other Revenue $45,663

TOTAL REVENUE $1,146,589

Expense Breakdown

Grants Paid $16,031

Salaries & Benefits $688,949

Fundraising Expenses $9,987

Program Expenses $488,329

Other Expenses $494,699

TOTAL EXPENSES $1,199,679

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,146,589	$2,969,624	-0.6%
Expenses	$1,199,679	$5,146,184	-0.8%
Net Income	$-53,090	$-2,176,560	-1.0%

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

101

Volunteers

130

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

$140,013

Total Directors

$29,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENT LINDELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOCELYN DEWITT	VICE PRESIDENT/INTERIM CEO (BEG NOV)	1.00	Officer Director	$0	$0	$29,000
DOUGLAS STOFFELS	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
HERB HELD	DIRECTOR	1.00	Director	$0	$0	$0
LORETTA HIMMELSBACH	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN JAFFERY	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS SHORTER	DIRECTOR	1.00	Director	$0	$0	$0
JO HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
FRANK STANISZEWSKI	DIRECTOR	1.00	Director	$0	$0	$0
TIM SHERRY	DIRECTOR	1.00	Director	$0	$0	$0
MARY WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN MILLER	CHIEF EXECUTIVE OFFICER (THRU OCT)	26.00	Officer	$88,798	$22,215	$111,013

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
2020	$1,146,589	$1,199,679	No data	$-53,090
2019	$2,969,624	$5,146,184	$22,730,587	$-2,176,560
2018	$2,047,267	$3,196,684	$26,131,874	$-1,149,417

INDEPENDENT LIVING INC