LIFE UNLIMITED INC (EIN 431237483) - 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

2016

Legal Domicile

Principal Officer

JULIE EDLUND

Phone

8164743026

Tax Period

2023-07-01 to 2024-06-30

LIFE UNLIMITED INC, founded in 2016, is a mid-sized nonprofit in the Human Services sector that reported $38.8M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.0M, a strong 23% operating margin.

Mission

SUPPORT PEOPLE WITH DISABILITIES AS THEY EXPERIENCE LIFE WITH UNLIMITED POSSIBILITIES

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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 $4,486,249

Program Service Revenue $33,152,695

Investment Income $405,742

Other Revenue $725,520

TOTAL REVENUE $38,770,206

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,999,116

Fundraising Expenses $736,991

Program Expenses $23,872,982

Other Expenses $3,765,044

TOTAL EXPENSES $29,764,160

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,770,206	$26,854,557	+0.4%
Expenses	$29,764,160	$23,679,231	+0.3%
Net Income	$9,006,046	$3,175,326	+1.8%

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

453

Volunteers

232

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

$438,001

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAYARD PARRISH	CHAIR	1.00	Officer Director	$0	$0	$0
ALISA FORD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LUKE GUETTERMANN	TREASURER	1.00	Officer Director	$0	$0	$0
JACK FRY	SECRETARY	1.00	Officer Director	$0	$0	$0
KAYLA CURIEL	DIRECTOR	1.00	Director	$0	$0	$0
MATT ECKERT	DIRECTOR	1.00	Director	$0	$0	$0
ERIC JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
LOLITA MCSHANN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY NAROWSKI	DIRECTOR	1.00	Director	$0	$0	$0
MATT DORITY	DIRECTOR	1.00	Director	$0	$0	$0
ANDY PROTZMAN	DIRECTOR	1.00	Director	$0	$0	$0
JULIE EDLUND	CHIEF EXECUTIVE OFFICER	40.00	Officer	$243,216	$29,049	$272,265
BRIAN WATSON	CHIEF FINANCIAL OFFICER	40.00	Officer	$134,315	$31,421	$165,736
AMY TAYLOR	CHIEF OPERATING OFFICER	40.00	Highest	$157,261	$32,041	$189,302
SUSIE SCHNEIDER	CHIEF EMPLOYEE ENGAGEMENT OFFICER	40.00	Highest	$135,848	$29,668	$165,516
PAUL TWENTER	CHIEF ANALYTICS & PROJECT OFFICER	40.00	Highest	$135,168	$32,015	$167,183
MARK BERTRAND	CHIEF EXTERNAL RELATIONS OFFICER	40.00	Highest	$134,893	$22,605	$157,498
SHANICE BARNES	DIRECT SUPPORT PROFESSIONAL - SENIOR	40.00	Highest	$132,427	$1,995	$134,422

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	$38,770,206	$29,764,160	$30,569,123	$9,006,046
2023	$26,854,557	$23,679,231	$21,054,519	$3,175,326
2022	$20,875,349	$19,722,134	$17,611,100	$1,153,215
2021	$21,009,281	$18,826,308	$13,494,432	$2,182,973
2020	$18,820,473	$17,696,409	$13,985,593	$1,124,064
2019	$16,492,470	$15,547,228	$10,277,199	$945,242
2018	$13,189,441	$12,934,752	$8,310,319	$254,689

LIFE UNLIMITED INC