REACHING MAXIMUM INDEPENDENCE

EIN: 742243259 501(c)(3) Human Services

SAN ANTONIO, TX

Total Revenue
$5,215,767
Total Expenses
$5,630,275
Total Assets
$5,150,954
Net Assets
$3,202,837
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
TX
Principal Officer
DAVID BARNETT
Phone
2106566674
Tax Period
2024-07-01 to 2025-06-30

REACHING MAXIMUM INDEPENDENCE, founded in 1982, is a community nonprofit in the Human Services sector that reported $5.2M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

REACHING MAXIMUM INDEPENDENCE, INC. IS A PRIVATE NON-PROFIT CORPORATION WHOSE PURPOSE IS TO PROVIDE HIGH QUALITY RESIDENTIAL AND VOCATIONAL ALTERNATIVES IN SAN ANTONIO AND SUBURBAN NEIGHBORHOODS FOR PERSONS WITH DEVELOPMENTAL DISABILITIES AND RELATED DISABILITIES (ORGANIC PERSONALITY DISORDER, MENTAL HEALTH DISABILITIES, SEIZURE DISORDER, ETC)A GROUP OF SEVEN FAMILIES WITH ADULT CHILDREN/SIBLINGS WITH DISABILITIES ORIGINALLY FOUNDED OUR ORGANIZATION THROUGH THE ASSOCIATION FOR RETARDED CITIZENS IN 1982. RMI WAS SEPARATELY INCORPORATED IN 1988 AND OBTAINED OUR 501(C)(3) IN 1990. WE HAD A NAME CHANGE SEVERAL YEARS AGO AND BECAME REACHING MAXIMUM INDEPENDENCE.THROUGH ITS HOUSING OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND OTHER PROGRAMS, THEY WERE ABLE TO ACCOMODATE APPROXIMATELY 198 INDIVIDUALS WITH DISABILITIES IN RESIDENTIAL AND REHAB PROGRAMS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $303,661
Program Service Revenue $4,856,082
Investment Income $4,742
Other Revenue $51,282
TOTAL REVENUE $5,215,767

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,256,584
Fundraising Expenses $58,425
Program Expenses $5,267,981
Other Expenses $2,373,691
TOTAL EXPENSES $5,630,275

Year-over-Year Comparison

2024 2023 Change
Revenue $5,215,767 $5,667,033 -0.1%
Expenses $5,630,275 $6,187,109 -0.1%
Net Income $-414,508 $-520,076 -0.2%
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

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Governance

Voting Members
9
Independent Members
9
Employees
139
Volunteers
5

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
6
$113,881
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JERRY TERRY CHAIRMAN 5.00
Officer Director
$0 $0 $0
MARCIA STIPEK VICE CHAIR 1.00
Officer Director
$0 $0 $0
KENDA WILLOUGHBY SECRETARY 1.00
Officer Director
$0 $0 $0
JERRY DUTERROIL MEMBER 1.00
Director
$0 $0 $0
MARY HANLON-HILLIS MEMBER 1.00
Director
$0 $0 $0
DAISY TORRES MEMBER 1.00
Director
$0 $0 $0
KRISTEN SALAZAR MEMBER 1.00
Director
$0 $0 $0
MAURICE BRIDGES MEMBER 1.00
Director
$0 $0 $0
SUSAN OSBORNE MEMBER 1.00
Director
$0 $0 $0
JOHN SCHWAB FORMER EXECUTIVE DIRECTOR 40.00
Officer
$85,986 $0 $85,986
MARGO MORENO FORMER INTERIM CEO 40.00
Officer
$27,895 $0 $27,895
MICHELE HOSKINS CEO/PRESIDENT 40.00
Officer
$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 $5,215,767 $5,630,275 $5,150,954 $-414,508
2024 $5,667,033 $6,187,109 $5,817,975 $-520,076
2023 $5,599,182 $5,597,848 $6,419,738 $1,334
2022 $6,666,818 $5,413,069 $6,439,260 $1,253,749
2020 $5,487,191 $5,411,252 $4,067,546 $75,939
2019 $5,054,564 $4,980,682 $3,382,943 $73,882
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