POSITIVELY LIVING (EIN 621698383) - 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

1997

Legal Domicile

Principal Officer

STEVE JENKINS

Phone

8655251540

Tax Period

2024-07-01 to 2025-06-30

POSITIVELY LIVING, founded in 1997, is a mid-sized nonprofit in the Human Services sector that reported $21.2M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $19.7M left a modest 7% surplus.

Mission

POSITIVELY LIVING SERVES VULNERABLE GROUPS STUGGLING TO SURVIVE THE CHALLENGES CREATED BY HIV/AIDS, HOMELESSNESS, MENTAL ILLNESS, ADDICTION AND DISABILITIES. OUR MISSION IS TO IMPROVE THE LIVES OF THE PEOPLE WE SERVE THROUGH ADVOCACY, COUNSELING, SOCIALIZATION, HOUSING, CASE MANAGEMENT AND SUPPORT.

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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 $3,661,710

Program Service Revenue $17,391,180

Investment Income $80,645

Other Revenue $25,634

TOTAL REVENUE $21,159,169

Expense Breakdown

Grants Paid $13,611,283

Salaries & Benefits $3,802,628

Fundraising Expenses $233,129

Program Expenses $18,608,086

Other Expenses $2,294,253

TOTAL EXPENSES $19,708,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,159,169	$15,150,670	+0.4%
Expenses	$19,708,164	$15,065,239	+0.3%
Net Income	$1,451,005	$85,431	+16.0%

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

$191,576

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE JENKINS	EXECUTIVE DI	40.00	Officer	$179,298	$12,278	$191,576
MARK WILLOUGHBY	CHAIR	1.00	Officer Director	$0	$0	$0
STEVE DREVIK	TREASURER	1.00	Officer Director	$0	$0	$0
BILL MYNATT	SECRETARY	1.00	Officer Director	$0	$0	$0
DUSTY BROCK	DIRECTOR	1.00	Director	$0	$0	$0
LAURA BOGLE	DIRECTOR	1.00	Director	$0	$0	$0
TATE COFFEY	DIRECTOR	1.00	Director	$0	$0	$0
MARY KATHRYN KENNARD	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MCKENRY	DIRECTOR	1.00	Director	$0	$0	$0
STAN ODOM	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ORIELLA	DIRECTOR	1.00	Director	$0	$0	$0
DEAN RICE	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	$21,159,169	$19,708,164	$6,134,517	$1,451,005
2024	$15,150,670	$15,065,239	$4,911,269	$85,431
2023	$13,449,682	$13,586,857	$4,744,444	$-137,175
2022	$10,571,861	$10,254,511	$4,436,601	$317,350
2021	$8,614,783	$8,098,161	$3,612,674	$516,622
2020	$6,976,223	$6,540,998	$2,858,149	$435,225
2019	$4,700,642	$4,680,444	$2,224,929	$20,198
2018	$3,057,910	$2,796,520	$2,228,456	$261,390

POSITIVELY LIVING