COMMUNITY LIVING INC (EIN 431129770) - 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

1978

Legal Domicile

Principal Officer

SHERI WILTSE

Phone

6369702800

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY LIVING INC, founded in 1978, is a mid-sized nonprofit in the Human Services sector that reported $16.5M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $14.9M left a modest 10% surplus.

Mission

ENRICH THE LIVES OF INDIVIDUALS WITH DEVELOPMENT DISABILITIES

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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 $1,082,693

Program Service Revenue $15,127,843

Investment Income $239,701

Other Revenue $40,161

TOTAL REVENUE $16,490,398

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,871,190

Fundraising Expenses $257,646

Program Expenses $12,666,326

Other Expenses $3,041,693

TOTAL EXPENSES $14,912,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,490,398	$17,492,069	-0.1%
Expenses	$14,912,883	$16,092,056	-0.1%
Net Income	$1,577,515	$1,400,013	+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

382

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

$169,001

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ALSUP-NIEDERGERKE	TREASURER	1.00	Officer Director	$0	$0	$0
BARB HUBER KOCH	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS E HOWAT	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL EBERS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN D DESAIN	DIRECTOR	1.00	Director	$0	$0	$0
CAROLEE P PATEK	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE STRICKLAND	DIRECTOR	1.00	Director	$0	$0	$0
MIKA WALTER	CHAIR	1.00	Officer Director	$0	$0	$0
CORT SMITH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOE SCHNEIDER	PAST CHAIR	1.00	Director	$0	$0	$0
JOE HALLEMEIER	DIRECTOR	1.00	Director	$0	$0	$0
SUE BAZZELL	SECRETARY	1.00	Director	$0	$0	$0
JOE ARMOUR	DIRECTOR	1.00	Director	$0	$0	$0
LAURA DEVRIES	DIRECTOR	1.00	Director	$0	$0	$0
KELLY ROSS KERR	DIRECTOR	1.00	Director	$0	$0	$0
RONALD KING	DIRECTOR	1.00	Director	$0	$0	$0
DAVE LEHMANN	DIRECTOR	1.00	Director	$0	$0	$0
JAN MASON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY WEBER	DIRECTOR	1.00	Director	$0	$0	$0
SHERI WHEELER WILTSE	PRESIDENT & CEO	40.00	Officer	$160,397	$8,604	$169,001

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	$16,490,398	$14,912,883	$15,052,332	$1,577,515
2023	$17,492,069	$16,092,056	$13,551,371	$1,400,013
2022	$12,484,742	$13,358,193	$12,260,618	$-873,451
2021	$13,466,020	$12,306,325	$13,305,573	$1,159,695
2020	$14,008,597	$13,968,561	$12,080,864	$40,036
2019	$13,179,726	$13,350,280	$11,664,625	$-170,554

COMMUNITY LIVING INC