Walton Options for Independent Living Inc (EIN 582132383) - 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

1994

Legal Domicile

Principal Officer

Tiffany Clifford

Phone

7067246262

Tax Period

2022-10-01 to 2023-09-30

Walton Options for Independent Living Inc, founded in 1994, is a community nonprofit in the Human Services sector that reported $3.1M in total revenue in fiscal year 2022. Revenue decreased 12% compared to the prior year. Expenses of $2.7M left a modest 12% surplus.

Mission

Walton Options for Independent Living, Inc., advocates and promotes community inclusion for people living with disabilities by providing education, skills and employment services as set forth in the Rehabilitation Act of 1973.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,245,367

Program Service Revenue $714,086

Investment Income $20,378

Other Revenue $70,715

TOTAL REVENUE $3,050,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,351,457

Fundraising Expenses $20,701

Program Expenses $2,531,817

Other Expenses $1,332,331

TOTAL EXPENSES $2,683,788

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,050,546	$3,482,713	-0.1%
Expenses	$2,683,788	$2,484,156	+0.1%
Net Income	$366,758	$998,557	-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

100

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

$105,372

Total Directors

$105,372

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tiffany Clifford	Executive Dir.	45.00	Officer Director	$105,372	$0	$105,372
Phil Brigham	Board Member	1.00	Director	$0	$0	$0
Rose Lawas-Smith	Chairwoman	3.00	Officer Director	$0	$0	$0
Jackson Drumgoole	Board Member	1.00	Director	$0	$0	$0
Travis Spears	Board Member	1.00	Director	$0	$0	$0
Kinga Kiss-Johnson	Board Member	1.00	Director	$0	$0	$0
Brad Merry	Board Member	1.00	Director	$0	$0	$0
James Heffner	vice Chair	2.00	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
2024	No data	No data	No data	No data
2023	$3,050,546	$2,683,788	$5,831,103	$366,758
2022	$3,482,713	$2,484,156	$5,568,813	$998,557
2021	$3,784,539	$2,629,605	$4,007,572	$1,154,934
2020	$2,323,250	$2,067,384	$3,080,574	$255,866
2019	$2,564,323	$1,981,282	$2,627,858	$583,041
2018	$2,227,610	$1,892,376	$2,067,675	$335,234

Walton Options for Independent Living Inc