THE VITA-LIVING FOUNDATION (EIN 760521020) - 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

1996

Legal Domicile

Principal Officer

JOSEPH COOPER

Phone

7132921800

Tax Period

2024-01-01 to 2024-12-31

THE VITA-LIVING FOUNDATION, founded in 1996, is a small nonprofit in the Human Services sector that reported $485K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. Net assets of $5.5M represent 135 months of operating reserves.

Mission

THE MISSION OF THE VITA-LIVING FOUNDATION IS TO SUPPORT VITA LIVING INC., WHICH PROVIDES SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN THE COMMUNITY.

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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 $2,500

Program Service Revenue $0

Investment Income $290,760

Other Revenue $192,010

TOTAL REVENUE $485,270

Expense Breakdown

Grants Paid $434,238

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $434,238

Other Expenses $39,919

TOTAL EXPENSES $474,157

Year-over-Year Comparison

	2024	2023	Change
Revenue	$485,270	$270,903	+0.8%
Expenses	$474,157	$491,683	0.0%
Net Income	$11,113	$-220,780	-1.1%

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

N/A

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

$189,017

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BISHOP	TRUSTEE	1.00	Director	$0	$0	$0
IRVING POZMANTIER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL RUBENSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
MELANIE WALLACE	TRUSTEE	1.00	Director	$0	$0	$0
FORREST WYNN	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH COOPER	CHIEF EXECUTIVE OFFICER	5.00	Officer	$0	$11,904	$189,017

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	$485,270	$474,157	$5,461,287	$11,113
2023	$270,903	$491,683	$5,737,984	$-220,780
2022	$482,289	$483,257	$5,886,831	$-968
2021	$339,461	$513,815	$6,251,886	$-174,354
2020	$1,046,379	$413,747	$6,622,127	$632,632
2019	$791,716	$520,722	$5,717,083	$270,994
2018	$627,474	$521,134	$5,308,328	$106,340

THE VITA-LIVING FOUNDATION