HEIGHTENED INDEPENDENCE AND PROGRESS INC (EIN 528267060) - 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

1980

Legal Domicile

Principal Officer

MARILY GONZALEZ

Phone

2019969100

Tax Period

2023-10-01 to 2024-09-30

HEIGHTENED INDEPENDENCE AND PROGRESS INC, founded in 1980, is a community nonprofit in the Human Services sector that reported $2.0M in total revenue in fiscal year 2023.

Mission

TO PROVIDE SERVICES AND PROGRAMS FOR INDIVIDUALS WITH DISABILIES, THEIR FAMILIES, FRIENDS, AND OTHERS WHO ARE INTERESTED IN THE CONCEPT OF INDEPENDENT LIVING. THIS IS ACCOMPLISHED THROUGH ADVOCACY, EDUCATION, OUTREACH AND THE PROVISION OF SERVICES.

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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 $1,451,115

Program Service Revenue $533,678

Investment Income $9,007

Other Revenue $49,990

TOTAL REVENUE $2,043,790

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,495,601

Fundraising Expenses $0

Program Expenses $1,846,879

Other Expenses $553,081

TOTAL EXPENSES $2,048,682

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,043,790	$2,007,145	+0.0%
Expenses	$2,048,682	$2,068,279	0.0%
Net Income	$-4,892	$-61,134	-0.9%

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

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

$87,856

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS BROWNE	TRUSTEE	2.00	Director	$0	$0	$0
ROY LIPPIN	TRUSTEE	2.00	Director	$0	$0	$0
MARY MULVANEY	TRUSTEE	2.00	Director	$0	$0	$0
HYACINTHE NKURUNZIZA	TRUSTEE	2.00	Director	$0	$0	$0
ANNE MARIE PRENDERGAST	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT REDDIN	TRUSTEE	2.00	Director	$0	$0	$0
ANNA NAVATTA	TRUSTEE	2.00	Officer Director	$0	$0	$0
BETTY FETZER	2ND VICE CHAIR	5.00	Officer Director	$0	$0	$0
DANA SOLOMON	TRUSTEE	2.00	Officer Director	$0	$0	$0
RICHARD HODGMAN	TREASURER	5.00	Officer Director	$0	$0	$0
MARILY GONZALEZ	PRESIDENT/CEO	35.00	Officer	$87,856	$0	$87,856

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	$2,043,790	$2,048,682	$1,546,639	$-4,892
2023	$2,007,145	$2,068,279	$1,680,091	$-61,134
2022	$1,703,259	$1,679,065	$1,310,148	$24,194
2022	$1,778,051	$1,706,536	$1,335,538	$71,515
2021	$1,666,615	$1,458,343	$1,278,777	$208,272
2020	$1,396,256	$1,357,136	$1,077,433	$39,120
2019	$1,454,059	$1,259,449	$1,054,127	$194,610
2018	$1,320,157	$1,206,257	$839,394	$113,900

HEIGHTENED INDEPENDENCE AND PROGRESS INC