SHELTERED LIVING INC (EIN 480779679) - 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

1971

Legal Domicile

Principal Officer

Lisa Jackson

Phone

7852332566

Tax Period

2023-01-01 to 2023-12-31

SHELTERED LIVING INC, founded in 1971, is a community nonprofit in the Human Services sector that reported $8.4M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

Sheltered Living provides servises to persons with intellectual 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 $444,741

Program Service Revenue $7,800,474

Investment Income $74,764

Other Revenue $88,140

TOTAL REVENUE $8,408,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,194,372

Fundraising Expenses $49,955

Program Expenses $6,972,262

Other Expenses $2,255,013

TOTAL EXPENSES $8,449,385

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,408,119	$7,482,761	+0.1%
Expenses	$8,449,385	$7,679,133	+0.1%
Net Income	$-41,266	$-196,372	-0.8%

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

168

Volunteers

200

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

$202,970

Total Directors

$202,970

Key Employees

$599,606

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Jackson	President/CEO	38	Officer Director Key Emp Highest	$202,970	$0	$202,970
Kathleen Brayton	CFO	40	Key Emp Highest	$156,160	$0	$156,160
Doug Vincent	Chief Compliance Officer	40	Key Emp Highest	$126,697	$0	$126,697
Timothy Gorton	Chief Program Officer	40	Key Emp Highest	$113,779	$0	$113,779
Abeer Sabbarini	Case Coordinator	40	Highest	$102,949	$0	$102,949
Michael Lesser	Director	0	Director	$0	$0	$0
Abby Lear	Director	0	Director	$0	$0	$0
Jeanette Johnson	Director	0	Director	$0	$0	$0
David Heit	Board Chair	0	Officer Director	$0	$0	$0
Russ Cobb	Immediate Past Chair	0	Director	$0	$0	$0
Ruth VonStiers	Treasurer	0	Officer Director	$0	$0	$0
John Cassidy	Director	0	Director	$0	$0	$0
TJ Lorson	Director	0	Director	$0	$0	$0
Norella Munoz	Director	0	Director	$0	$0	$0
Damon Parker	Director	0	Director	$0	$0	$0
Cheryl Semmel	Director	0	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
2024	No data	No data	No data	No data
2023	$8,408,119	$8,449,385	$6,377,306	$-41,266
2022	$7,482,761	$7,679,133	$7,429,990	$-196,372
2021	$7,552,526	$7,694,578	$7,191,777	$-142,052
2020	$9,428,631	$8,158,912	$7,397,267	$1,269,719
2019	$7,511,026	$7,053,775	$7,154,565	$457,251
2018	$7,552,327	$6,733,359	$6,736,993	$818,968
2017	$6,963,150	$6,700,812	$6,096,104	$262,338

SHELTERED LIVING INC