LIFE STYLES INC (EIN 710470300) - 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

1976

Legal Domicile

Principal Officer

SHERRY ANDERSON

Phone

4795213581

Tax Period

2024-07-01 to 2025-06-30

LIFE STYLES INC, founded in 1976, is a community nonprofit that reported $7.7M in total revenue in fiscal year 2018.

Mission

THE PURPOSE OF LIFE STYLES, INC. IS TO SUPPORT AND ASSIST ADULTS WITH DEVELOPMENTAL DISABILITIES IN THEIR GROWTH AND DEVELOPMENT. LIFE STYLES, INC. PROVIDES TRANSITIONAL APARTMENT LIVING, LIFE SKILLS TRAINING, COMMUNITY SUPPORT, CONTINUING EDUCATIONAL OPPORTUNITIES, AND SUPPORTED EMPLOYMENT. PROVIDING QUALITY SERVICES AND RESOURCES CONSISTENT WITH THE DIGNITY OF THE INDIVIDUAL AND WITH THE PRINCIPLES OF HUMANITY IS A FUNDAMENTAL CONCERN OF THE ORGANIZATION. ALL PARTS OF LIFE STYLES, INC. PROGRAM ARE DESIGNED TO MEET THE NEEDS OF THE INDIVIDUAL WITH EMPHASIS ON ALL PHASES OF HIS OR HER OPTIMUM GROWTH AND DEVELOPMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,320,956

Program Service Revenue $11,231,500

Investment Income $200,968

Other Revenue $-14,436

TOTAL REVENUE $12,738,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,711,884

Fundraising Expenses $24,353

Program Expenses $11,073,777

Other Expenses $1,783,619

TOTAL EXPENSES $12,495,503

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,738,988	$11,285,885	+0.1%
Expenses	$12,495,503	$11,973,210	+0.0%
Net Income	$243,485	$-687,325	-1.4%

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

439

Volunteers

115

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

$349,917

Total Directors

$184,564

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRYE BROSH	DIRECTOR	1.00	Director	$0	$0	$0
SAM HOLLIS	DIRECTOR	1.00	Director	$0	$0	$0
LINCOLN KECK	DIRECTOR	1.00	Director	$0	$0	$0
KERRY BRADLEY	TREASURER	1.00	Officer Director	$0	$0	$0
KATHLEEN JAYCOX	DIRECTOR	1.00	Director	$0	$0	$0
JOHN NEWMAN	EXECUTIVE DIRECTOR	40.00	Officer Director	$174,318	$10,246	$184,564
JIM ED SUMMERS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER IRWIN	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE WILSON	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH BRUNNER	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG SHY	PRESIDENT	1.00	Officer Director	$0	$0	$0
BLAKE HANBY	DIRECTOR	1.00	Director	$0	$0	$0
BLAIR JOHANSON	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY ANDERSON	FINANCE DIRECTOR	40.00	Officer	$144,582	$20,771	$165,353

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	$12,738,988	$12,495,503	$6,762,421	$243,485
2024	$11,285,885	$11,973,210	$6,521,146	$-687,325
2023	$11,123,760	$11,228,724	$7,235,815	$-104,964
2022	$10,687,117	$10,486,292	$7,250,362	$200,825
2021	$10,637,359	$9,339,371	$6,878,786	$1,297,988
2020	$8,556,850	$9,087,313	$6,991,648	$-530,463
2019	$7,710,746	$8,021,565	$6,263,087	$-310,819

LIFE STYLES INC