COMMUNITY LIFE SERVICES

EIN: 454572745 501(c)(3) Human Services

SANTA CRUZ, CA

Total Revenue
$1,836,267
Total Expenses
$1,887,387
Total Assets
$291,841
Net Assets
$220,503
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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
CA
Principal Officer
TRACEY MARQUART
Phone
8316007778
Tax Period
2024-07-01 to 2025-06-30

COMMUNITY LIFE SERVICES, founded in 2012, is a community nonprofit in the Human Services sector that reported $1.8M in total revenue in fiscal year 2024.

Mission

COMMUNITY LIFE SERVICES EXISTS TO BUILD EQUITABLE SYSTEMS WHERE PEOPLE WITH DISABILITIES LIVE, WORK, AND BELONG IN THEIR COMMUNITIES.WE PROVIDE INDIVIDUALIZED, COMMUNITY-FOCUSED SERVICES THAT SUPPORT PEOPLE TO ACHIEVE MEANINGFUL EMPLOYMENT, INDEPENDENT LIVING, AND FULL PARTICIPATION IN EVERYDAY LIFE..

Program Service Accomplishments

Program 1
Expenses: $1,659,686

2023-2024 CONTINUED TO BE ANOTHER CHALLENGING YEAR ACCLIMATED WITH CHANGING RULES RELATED TO HEALTH SAFEGUARDS AND FIRE AND FLOOD EMERGENCIES THAT CONTINUED TO IMPACT OUR OPERATIONS AND OUR...

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2023-2024 CONTINUED TO BE ANOTHER CHALLENGING YEAR ACCLIMATED WITH CHANGING RULES RELATED TO HEALTH SAFEGUARDS AND FIRE AND FLOOD EMERGENCIES THAT CONTINUED TO IMPACT OUR OPERATIONS AND OUR COMMUNITIES INTO 2024. OUR CLIENTS, FAMILIES, AND STAFF HAVE ALL CONTINUED TO WORK AND ADAPT. WE CONTINUE TO PROVIDE A HYBRID OF SERVICES TO MAINTAIN SERVICE UTILIZATION AND REGULAR SUPPORT SCHEDULES FOR IN-PERSON SERVICES. CLIENTS CONTINUE TO APPRECIATE A MIXTURE OF SERVICE MODALITIES TO MEET THEIR TRADING AND INDEPENDENCE NEEDS. THROUGHOUT THE YEAR, WE CONTINUED PROVIDING IN-PERSON SERVICES WITH A COMPLEMENT OF VIRTUAL SERVICES WHEN REQUESTED BY CLIENTS. WE PROVIDED ONGOING SERVICES TO APPROXIMATELY 150 ADULTS WITH DISABILITIES AND THEIR FAMILIES IN THE AREAS OF EMPLOYMENT PREPARATION, EMPLOYMENT PLACEMENT, EMPLOYMENT RETENTION, AND LIFE SKILLS TRAINING. WE CONTINUE TO HAVE AN EXTENSIVE WAITLIST FOR SERVICES WITH NO MOVEMENT AS IT WILL REQUIRE INCREASING OUR TOTAL NUMBER OF EMPLOYEES AND OUR CHALLENGES TO FIND AND RETAIN STAFFING HAS INCREASED DUE TO THE COST OF LIVING IN OUR COUNTRY. FOR PEOPLE WITH DISABILITIES, THIS EMPLOYMENT MARKET IN OUR AREA CONTINUED TO BE POSITIVE THROUGH 2023-2024 ALTHOUGH THE HIGH COST OF HOUSING HAS IMPACTED ALL STAKEHOLDERS. MANY OF THE PEOPLE WE SUPPORT HAVE BEEN ABLE TO COMPLETE INTERNSHIPS AND ACHIEVE PAID JOBS DUE TO THE LACK OF WORKERS IN OUR COMMUNITY. HOWEVER, DUE TO LACK OF AFFORDABLE HOUSING, MANY OF OUR CLIENTS AND OUR EMPLOYEES ARE NOT ABLE TO MOVE OR CHANGE WHERE THEY ARE LIVING DUE TO A SHORTAGE IN HOUSING THEY CAN AFFORD. ANOTHER YEAR OF CHALLENGES, WE CAN TAKE PRIDE IN THE ACHIEVEMENTS OF PEOPLE IN THE COMMUNITY AND OUR STAFF. A SUSTAINED SHORTAGE IN THE LOCAL WORKFORCE HAS MEANT THAT EMPLOYERS IN OUR COMMUNITY HAVE BEEN VERY EAGER TO WORK WITH US TO EOMPLOY A LARGER DIVERSITY OF WORERS, WHICH MEANS THAT PEOPLE WE SUPPORT ARE GETTING JOBS FASTER THAN PRIOR YEARS IN THE MARKET.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,678
Program Service Revenue $1,826,410
Investment Income $179
Other Revenue $0
TOTAL REVENUE $1,836,267

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,670,740
Fundraising Expenses $0
Program Expenses $1,659,686
Other Expenses $216,647
TOTAL EXPENSES $1,887,387

Year-over-Year Comparison

2024 2023 Change
Revenue $1,836,267 $1,810,999 +0.0%
Expenses $1,887,387 $1,740,626 +0.1%
Net Income $-51,120 $70,373 -1.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
6
Independent Members
6
Employees
43
Volunteers
14

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
2
$0
Total Directors
7
$133,534
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TRACEY MARQUART EXECUTIVE DIR. 40.00
Director
$133,534 $0 $133,534
MARK WENZLER TREASURER 0.50
Officer Director
$0 $0 $0
LAURA PASCAL DIRECTOR 0.50
Director
$0 $0 $0
JANE PRUDHOMNE DIRECTOR 0.50
Director
$0 $0 $0
LINDA BRIGHT DIRECTOR 0.50
Director
$0 $0 $0
JANE WEMP TREASURER 0.50
Director
$0 $0 $0
HEATHER PINT PRESIDENT 0.50
Officer Director
$0 $0 $0
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 $1,836,267 $1,887,387 $291,841 $-51,120
2024 $1,810,999 $1,740,626 $389,788 $70,373
2023 $1,592,839 $1,511,917 $362,221 $80,922
2022 $1,352,129 $1,437,082 $270,282 $-84,953
2021 $1,506,929 $1,422,142 $358,218 $84,787
2020 $1,163,254 $1,267,124 $432,921 $-103,870
2019 $1,111,495 $1,070,632 $324,275 $40,863
2018 $1,128,507 $1,080,538 $282,184 $47,969
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