COMMUNITY LIVING INC (EIN 521158064) - 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

1979

Legal Domicile

Principal Officer

MICHAEL PLANZ

Phone

3016638811

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY LIVING INC, founded in 1979, is a mid-sized nonprofit in the Human Services sector that reported $20.4M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $18.2M left a modest 11% surplus.

Mission

PROVIDES SERVICES FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL 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 (2024)

Revenue Breakdown

Contributions & Grants $35,317

Program Service Revenue $19,797,700

Investment Income $491,462

Other Revenue $35,497

TOTAL REVENUE $20,359,976

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,027,641

Fundraising Expenses $3,429

Program Expenses $15,217,157

Other Expenses $2,180,751

TOTAL EXPENSES $18,208,392

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,359,976	$17,847,993	+0.1%
Expenses	$18,208,392	$15,081,359	+0.2%
Net Income	$2,151,584	$2,766,634	-0.2%

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

233

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

$347,512

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL PLANZ	CEO	37.00	Officer	$195,691	$4,555	$200,246
THOMAS EVANS	CFO	34.00	Officer	$140,756	$6,510	$147,266
SHAWN CAVENEE	PRESIDENT	1.00	Officer Director	$0	$0	$0
TOM KRACH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRUSHAUN LAGWAY	TREASURER	1.00	Officer Director	$0	$0	$0
LAURA WELKER	SECRETARY	1.00	Officer Director	$0	$0	$0
AMANDA BURNS	DIRECTOR	1.00	Director	$0	$0	$0
TEMIKKI MORRISION	DIRECTOR	1.00	Director	$0	$0	$0
HOREJAH BAH	DIRECTOR	1.00	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	$20,359,976	$18,208,392	$20,186,014	$2,151,584
2024	$17,847,993	$15,081,359	$17,324,337	$2,766,634
2023	$17,703,499	$12,900,587	$16,439,596	$4,802,912
2022	$13,233,986	$11,508,542	$10,499,447	$1,725,444
2021	$12,502,676	$10,754,115	$8,342,495	$1,748,561
2020	$12,018,301	$10,019,944	$5,299,327	$1,998,357
2019	$10,003,266	$10,322,075	$3,261,609	$-318,809
2018	$9,962,794	$10,078,069	$3,110,254	$-115,275

COMMUNITY LIVING INC