1ST LIFE PLANNING PARENTS AND PARTNERS (EIN 462620724) - 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

2014

Legal Domicile

Principal Officer

W RUSSEL HIGGINS

Phone

9403674973

Tax Period

2024-07-01 to 2025-06-30

1ST LIFE PLANNING PARENTS AND PARTNERS, founded in 2014, is a small nonprofit in the Housing & Shelter sector that reported $208K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $41K, a strong 19% operating margin.

Mission

TO PROVIDE OPPORTUNITY FOR EDUCATION OF ADULTS WITH SPECIAL NEEDS IN ORDER TO FACILITATE AND SUPPORT INDEPENDENT LIVING.

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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 $17,800

Program Service Revenue $118,320

Investment Income $9,155

Other Revenue $63,175

TOTAL REVENUE $208,450

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $158,479

Other Expenses $167,890

TOTAL EXPENSES $167,890

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,450	$226,174	-0.1%
Expenses	$167,890	$166,785	+0.0%
Net Income	$40,560	$59,389	-0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS T CRIBBES	DIRECTOR/CHAIRMAN	8.00	Officer Director	$0	$0	$0
THOMAS P KROEHLE JR	DIRECTOR/SECRETARY	8.00	Officer Director	$0	$0	$0
W RUSSEL HIGGINS	DIRECTOR/TREASURER	8.00	Officer Director	$0	$0	$0
DAVID DEBOWSKY	DIRECTOR	8.00	Director	$0	$0	$0
GLENN GIERCZAK	DIRECTOR	8.00	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	$208,450	$167,890	$1,594,993	$40,560
2024	$226,174	$166,785	$1,685,117	$59,389
2023	$314,772	$198,169	$1,634,513	$116,603
2022	$172,079	$130,365	$1,191,386	$41,714
2021	$134,616	$91,260	$1,174,248	$43,356
2020	$118,192	$94,932	$1,155,704	$23,260
2019	$196,084	$71,707	$917,510	$124,377
2018	$160,824	$57,198	$643,551	$103,626

1ST LIFE PLANNING PARENTS AND PARTNERS