INDEPENDENT LIVING RESOURCES OF GREATER BIRMINGHAM (EIN 582039158) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

INDEPENDENT LIVING RESOURCES OF GREATER BIRMINGHAM, founded in 1980, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2019. Expenses of $1.0M left a modest 8% surplus.

Mission

TO EMPOWER PEOPLE WITH DISABILITIES TO FULLY PARTICIPATE IN THE COMMUNITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,561,108

Program Service Revenue $0

Investment Income $2,210

Other Revenue $-66,380

TOTAL REVENUE $2,496,938

Expense Breakdown

Grants Paid $820,738

Salaries & Benefits $1,227,160

Fundraising Expenses $7,097

Program Expenses $2,073,121

Other Expenses $381,754

TOTAL EXPENSES $2,429,652

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,496,938	$2,058,644	+0.2%
Expenses	$2,429,652	$1,898,385	+0.3%
Net Income	$67,286	$160,259	-0.6%

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

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

$152,903

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ROPER	CHIEF EXECUTIVE OFFICER	45.00	Officer	$141,577	$11,326	$152,903
ROBIN G LANZI	DIRECTOR	0.50	Director	$0	$0	$0
AMADO SANTOS	DIRECTOR	0.50	Director	$0	$0	$0
PHIL KLEBINE	DIRECTOR	0.50	Director	$0	$0	$0
MARCELLA ROBERTS	DIRECTOR	0.50	Director	$0	$0	$0
HASAAN HAWTHORNE	DIRECTOR	0.50	Director	$0	$0	$0
VIVIAN BROWN	CHAIRWOMAN OF NOMINATING COMM	0.50	Officer Director	$0	$0	$0
KATHY LOVELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
PATTI LOVOY	SECRETARY	0.50	Officer Director	$0	$0	$0
DREW DAVIS	VICE-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	No data	No data	No data	No data
2024	$2,496,938	$2,429,652	$3,221,013	$67,286
2023	$2,058,644	$1,898,385	$3,112,718	$160,259
2022	$1,566,800	$1,564,922	$2,958,107	$1,878
2021	$1,641,831	$1,452,872	$2,948,943	$188,959
2020	$1,113,011	$1,029,185	$2,836,506	$83,826

INDEPENDENT LIVING RESOURCES OF GREATER BIRMINGHAM