OPTIONS IN COMMUNITY LIVING INC (EIN 391373054) - 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

1980

Legal Domicile

Principal Officer

ELIZABETH BECKER

Phone

6082491585

Tax Period

2024-01-01 to 2024-12-31

OPTIONS IN COMMUNITY LIVING INC, founded in 1980, is a mid-sized nonprofit that reported $16.6M in total revenue in fiscal year 2024.

Mission

OPTIONS IN COMMUNITY LIVING PROVIDES SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVING IN DANE COUNTY WHO ARE ELIGIBLE FOR STATE OF WISCONSIN LONG TERM CARE SERVICES. THE AGENCY'S OBJECTIVE IS TO CONTINUE TO MEET THE CHANGING NEEDS OF THOSE SERVED AND ASSIST INDIVIDUALS TO LIVE SUCCESSFUL AND FULL LIVES AS MEMBERS OF OUR COMMUNITY. IT IS ALSO OUR OBJECTIVE TO PREVENT FACILITY PLACEMENTS FOR THE INDIVIDUALS SERVED.

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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 $131,564

Program Service Revenue $16,318,083

Investment Income $93,218

Other Revenue $8,443

TOTAL REVENUE $16,551,308

Expense Breakdown

Grants Paid $391,617

Salaries & Benefits $14,838,553

Fundraising Expenses $1,603

Program Expenses $14,496,830

Other Expenses $1,210,998

TOTAL EXPENSES $16,441,168

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,551,308	$15,385,572	+0.1%
Expenses	$16,441,168	$15,310,170	+0.1%
Net Income	$110,140	$75,402	+0.5%

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

527

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

$389,422

Total Directors

$59,426

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN FASTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH GLUECKSTEIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JANET ESTERVIG	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
PATRICK MURPHY	DIRECTOR	1.00	Officer Director	$0	$0	$0
NILES BERMAN	DIRECTOR (THRU APRIL)	1.00	Officer Director	$0	$0	$0
DAN O'CONNELL	DIRECTOR	1.00	Officer Director	$0	$0	$0
MONICA BEAR	DIRECTOR	1.00	Officer Director	$0	$0	$0
SUSAN WEBSTER	DIRECTOR (THRU APRIL)	1.00	Officer Director	$0	$0	$0
RANDALL WILKINS	DIRECTOR	40.00	Officer Director	$36,550	$8,639	$45,189
CARRIE POMIJE	DIRECTOR	1.00	Officer Director	$14,237	$0	$14,237
SIGNE MBAINAI	DIRECTOR	1.00	Officer Director	$0	$0	$0
ELIZABETH BECKER	EXECUTIVE DIRECTOR (FROM APRIL)	40.00	Officer	$91,855	$23,665	$115,520
KIMBERLY TURNER	EXECUTIVE DIRECTOR	40.00	Officer	$193,052	$21,424	$214,476

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	No data	No data	No data	No data
2024	$16,551,308	$16,441,168	$8,836,971	$110,140
2023	$15,385,572	$15,310,170	$8,420,168	$75,402
2022	$14,705,455	$14,296,448	$8,000,212	$409,007
2021	$12,922,524	$12,518,027	$7,666,427	$404,497
2020	$13,977,206	$12,004,195	$5,130,946	$1,973,011
2019	$10,805,609	$10,365,115	$2,979,566	$440,494
2019	$10,805,609	$10,365,115	$2,979,566	$440,494
2018	$10,251,245	$9,219,561	$2,576,741	$1,031,684

OPTIONS IN COMMUNITY LIVING INC