SAN ANTONIO INDEPENDENT LIVING SERVICES (EIN 742376083) - 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

1981

Legal Domicile

Phone

2102811878

Tax Period

2023-10-01 to 2024-09-30

SAN ANTONIO INDEPENDENT LIVING SERVICES, founded in 1981, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $1.7M left a modest 4% surplus.

Mission

TO ADVOCATE FOR THE RIGHTS AND EMPOWERMENT OF THE PEOPLE WITH DISABILITIES AND TO PROVIDE NEEDED SERVICES TO PEOPLE WITH DISABILITIES IN ORDER TO INCREASE THEIR SELF-DETERMINATION AND INDEPENDENCE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,723,324

Program Service Revenue $0

Investment Income $0

Other Revenue $18,273

TOTAL REVENUE $1,741,597

Expense Breakdown

Grants Paid $1,700

Salaries & Benefits $751,204

Fundraising Expenses $500

Program Expenses $1,616,090

Other Expenses $914,232

TOTAL EXPENSES $1,667,136

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,741,597	$1,844,715	-0.1%
Expenses	$1,667,136	$1,698,030	0.0%
Net Income	$74,461	$146,685	-0.5%

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

126

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

$267,760

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES VILLARREAL	CFO	37.00	Officer	$94,079	$40,221	$134,300
KITTY L BRIETZKE JD	CEO	37.00	Officer	$117,654	$15,806	$133,460
DR ANGELA PENNINGTON	MEMBER	1.46	Director	$0	$0	$0
MIGUEL CASTRO	BOARD CHAIR	5.00	Director	$0	$0	$0
SHAWN MACDIARMID	MEMBER	1.42	Director	$0	$0	$0
RODNEY HARRIS	Secretary	2.00	Officer	$0	$0	$0
KEVIN LEMELLE	Treasurer	1.33	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
2024	$1,741,597	$1,667,136	$837,784	$74,461
2023	$1,844,715	$1,698,030	$610,306	$146,685
2022	$1,628,268	$1,643,154	$445,624	$-14,886
2021	$1,717,007	$1,673,971	$577,510	$43,036
2020	$1,381,598	$1,350,513	$365,349	$31,085
2019	$1,527,246	$1,464,198	$327,426	$63,048
2018	$1,440,298	$1,377,822	$260,572	$62,476

SAN ANTONIO INDEPENDENT LIVING SERVICES