MOBILITY TRAINING AND 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

1995

Legal Domicile

Principal Officer

SHANNA GERRY

Phone

6082888663

Tax Period

2025-01-01 to 2025-12-31

MOBILITY TRAINING AND INDEPENDENT LIVING PROGRAM INC, founded in 1995, is a community nonprofit in the Human Services sector that reported $2.8M in total revenue in fiscal year 2025. Expenses of $2.7M left a modest 5% surplus.

Mission

OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES BY PROVIDING THE SUPPORT AND TRAINING NECESSARY FOR EACH PERSON TO WORK AND PARTICIPATE IN THE COMMUNITY AND LIVE AS INDEPENDENTLY AS POSSIBLE.

Program Service Accomplishments

Program 1

Expenses: $2,141,640 Revenue: $2,738,753

THE SELF-DIRECTED, SUPPORTED EMPLOYMENT PROGRAM PROVIDES INITIAL AND ONGOING VOCATIONAL SUPPORT AND DAY PROGRAMMING FOR APPROXIMATELY 115 ADULTS WITH DEVELOPMENTAL DISABILITIES. SUPPORTED EMPLOYMENT INCLUDES JOB TRAINING, JOB DEVELOPMENT, JOB COACHING AND CASE MANAGEMENT, WITH THE OBJECTIVE OF BEING SUCCESSFUL LONG-TERM EMPLOYMENT FOR OUR CLIENTS. IN 2025, FOUR NEW HIGH SCHOOL GRADUATES AND SIX NEW CLIENTS BEGAN RECEIVING OUR SERVICES. NEW COMMUNITY JOBS WERE DEVELOPED, AND ADDITIONAL JOB HIRES/JOB SUPPORT FOR CLIENTS WERE FUNDED THROUGH THE WISCONSIN DEPARTMENT OF WORKFORCE DEVELOPMENT, DIVISION OF VOCATIONAL REHABILITATION (DVR). FOR INDIVIDUALS WHO DO NOT WORK FULL DAYS, DAY SERVICE PROGRAMMING IS PROVIDED IN COMMUNITY SETTINGS AND AT OUR FACILITY-BASED DAY PROGRAM AT MTILP, INC.

Program 2

Expenses: $17,568 Revenue: $0

THE ORGANIZATION HAS TWO WHEELCHAIR ACCESSIBLE BUSES, AND TWO WHEELCHAIR ACCESSIBLE VANS USED TO PROVIDE SAFE AND TIMELY TRANSPORTATION TO AND FROM OUR FACILITY-BASED PROGRAM. CLIENTS ARE PICKED UP BETWEEN 8:00-9:00AM DAILY AND RETURNED TO THEIR RESIDENTS BETWEEN 2:45-3:30 DAILY, MONDAY THROUGH FRIDAY EXCEPT HOLIDAYS AND WEEKENDS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $7,655

Program Service Revenue $2,738,753

Investment Income $60,144

Other Revenue $0

TOTAL REVENUE $2,806,552

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,209,316

Fundraising Expenses $3,220

Program Expenses $2,365,774

Other Expenses $464,156

TOTAL EXPENSES $2,673,472

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,806,552	$2,679,958	+0.0%
Expenses	$2,673,472	$2,458,486	+0.1%
Net Income	$133,080	$221,472	-0.4%

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

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

$114,810

Total Directors

$13,655

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN FISCHER WAELTI	PRESIDENT	3.00	Officer Director	$0	$0	$0
CAITLIN DESJARLAIS	SECRETARY	1.00	Officer Director	$13,655	$0	$13,655
ANDREA HAYES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK DISRUD	DIRECTOR	1.00	Director	$0	$0	$0
JO HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHANNA GERRY	EXECUTIVE DIRECTOR	40.00	Officer	$97,003	$4,152	$101,155

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	$2,806,552	$2,673,472	$2,456,542	$133,080
2024	$2,679,958	$2,458,486	$2,427,790	$221,472
2023	$1,973,102	$2,104,372	$2,244,373	$-131,270
2022	$2,613,970	$2,277,244	$2,496,043	$336,726
2021	$2,649,308	$2,127,310	$1,781,833	$521,998
2020	$2,620,225	$2,147,385	$1,327,102	$472,840
2019	$2,712,064	$2,671,878	$864,279	$40,186
2018	$2,553,306	$2,433,516	$622,606	$119,790

MOBILITY TRAINING AND INDEPENDENT LIVING PROGRAM INC