SHELTERED LIVING SERVICES INC (EIN 710576700) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

ELISSA DOUGLAS

Phone

5013275234

Tax Period

2023-07-01 to 2024-06-30

SHELTERED LIVING SERVICES INC, founded in 1983, is a small nonprofit in the Human Services sector that reported $133K in total revenue in fiscal year 2017. Expenses of $153K exceeded revenue, resulting in a 15% operating deficit.

Mission

PROGRAM FOR DEVELOPMENTAL DISABLED YOUNG PEOPLE AND ADULTS WITH DEVELOPMENTAL DISABILITIES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $150,984

Investment Income $5,500

Other Revenue $0

TOTAL REVENUE $156,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,493

Fundraising Expenses $0

Program Expenses $134,544

Other Expenses $81,342

TOTAL EXPENSES $158,835

Year-over-Year Comparison

	2023	2022	Change
Revenue	$156,484	$147,153	+0.1%
Expenses	$158,835	$151,067	+0.1%
Net Income	$-2,351	$-3,914	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$127,723

Total Directors

$127,723

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELISSA DOUGLAS	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$11,276	$127,723
JASON HANSEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC TREAT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ALAN WHITE	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHLEEN ATKINS	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA BRITTON	DIRECTOR	1.00	Director	$0	$0	$0
MARIA HOSKINS	DIRECTOR	1.00	Director	$0	$0	$0
JAYME LEMON	DIRECTOR	1.00	Director	$0	$0	$0
JOSH LINDEN	DIRECTOR	1.00	Director	$0	$0	$0
UMANG PATEL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
CATHY ACRE	DIRECTOR	1.00	Director	$0	$0	$0
JAMES PLAXCO	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	No data	No data	No data	No data
2024	$156,484	$158,835	$221,796	$-2,351
2023	$147,153	$151,067	$232,748	$-3,914
2022	$143,930	$141,625	$235,696	$2,305
2021	$139,868	$137,177	$254,020	$2,691
2020	$145,453	$138,608	$261,861	$6,845
2019	$141,806	$140,883	$270,995	$923
2018	$133,337	$152,724	$271,930	$-19,387

SHELTERED LIVING SERVICES INC