SUMMIT INDEPENDENT LIVING CENTER

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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

Principal Officer

TAMI HOAR

Phone

4067281630

Tax Period

2023-10-01 to 2024-09-30

SUMMIT INDEPENDENT LIVING CENTER, founded in 1981, is a community nonprofit that reported $7.8M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $7.4M left a modest 5% surplus.

Mission

SUMMIT'S MISSION IS TO ADVANCE THE INDEPENDENCE AND CIVIL RIGHTS OF PEOPLE WITH DISABILITIES.

Program Service Accomplishments

Program 1

Expenses: $5,778,655 Revenue: $7,024,991

THE MEDICAID SELF-DIRECTED COMMUNITY FIRST CHOICE/PERSONAL ASSISTANCE SERVICES PROGRAM (SD CFC-PAS) ALLOWS SUMMIT TO ACT AS AN INTERMEDIARY TO PROVIDE SELF-DIRECTED PERSONAL ASSISTANCE SERVICES TO...

THE MEDICAID SELF-DIRECTED COMMUNITY FIRST CHOICE/PERSONAL ASSISTANCE SERVICES PROGRAM (SD CFC-PAS) ALLOWS SUMMIT TO ACT AS AN INTERMEDIARY TO PROVIDE SELF-DIRECTED PERSONAL ASSISTANCE SERVICES TO PEOPLE WITH DISABILITIES WHO NEED ASSISTANCE WITH ACTIVITIES OF DAILY LIVING IN ORDER TO LIVE INDEPENDENTLY IN THEIR HOMES AND REMAIN ACTIVE IN THEIR COMMUNITIES. FOR THE YEAR SUMMIT SERVED 229 INDIVIDUAL CONSUMERS WITH COMMUNITY FIRST CHOICE AND PERSONAL ASSISTANCE SERVICES.

Program 2

Expenses: $1,164,162 Revenue: $48,841

THE INDEPENDENT LIVING PROGRAM, SUPPORTED BY THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES PART B AND C GRANTS, ALLOWS SUMMIT TO OPERATE AS A CENTER FOR INDEPENDENT LIVING. SUMMIT USED THE FUNDS TO PROVIDE ADVOCACY, PEER SUPPORT, INDEPENDENT LIVING SKILLS TRAINING, YOUTH TRANSITION SERVICES, NURSING HOME TRANSITION AND DIVERSION SERVICES, AND VOCATIONAL SERVICES FOR 545 INDIVIDUALS WITH DISABILITIES IN SEVEN WESTERN MONTANA COUNTIES. AN ADDITIONAL 6,695 PEOPLE RECEIVED SHORT-TERM OR ONE TIME INFORMATION AND REFERRAL SERVICES THROUGH THE PROGRAM. SUMMIT ALSO CONDUCTS EXTENSIVE EDUCATION AND ADVOCACY TO BRING ABOUT POSITIVE SOCIAL CHANGE RESULTING IN INCREASED OPPORTUNITIES, INDEPENDENCE AND QUALITY OF LIFE FOR ALL PERSONS WITH DISABILITIES. (CONTINUED ON SCHEDULE O). SUMMIT STAFF LOGGED A TOTAL OF 421 HOURS OF ADVOCACY, COMMUNITY OUTREACH, PUBLIC EDUCATION, COLLABORATION, AND TECHNICAL ASSISTANCE ACTIVITIES CARRYING OUT THE SOCIAL CHANGE ASPECT OF SUMMIT'S MISSION.

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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 $671,582

Program Service Revenue $7,073,832

Investment Income $77,366

Other Revenue $0

TOTAL REVENUE $7,822,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,608,826

Fundraising Expenses $6,451

Program Expenses $6,942,817

Other Expenses $815,856

TOTAL EXPENSES $7,424,682

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,822,780	$6,621,702	+0.2%
Expenses	$7,424,682	$6,111,612	+0.2%
Net Income	$398,098	$510,090	-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

Governance

Voting Members

Independent Members

Employees

411

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

$84,020

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOLLY BLAIR	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHERENE RICCI	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GABRIELLE BROERE	SECRETARY	2.00	Officer Director	$0	$0	$0
TOM SEEKINS	DIRECTOR	2.00	Director	$0	$0	$0
PETER DRAKOS	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE EDER-MCLANE	DIRECTOR	2.00	Director	$0	$0	$0
KELLY LYNN SELLERS	DIRECTOR	2.00	Director	$0	$0	$0
JODINE TARBERT	DIRECTOR	2.00	Director	$0	$0	$0
RANDY BLEVINS	DIRECTOR	2.00	Director	$0	$0	$0
SUSANNE MIELKE	VICE PRESIDENT (FORMER)	2.00	Director	$0	$0	$0
TAMI HOAR	EXECUTIVE DIRECTOR	40.00	Officer	$83,500	$520	$84,020

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	$7,822,780	$7,424,682	$5,072,623	$398,098
2023	$6,621,702	$6,111,612	$4,716,099	$510,090
2022	$7,197,603	$6,511,368	$4,139,282	$686,235
2021	$6,392,636	$5,931,165	$3,829,227	$461,471
2020	$5,922,860	$5,712,934	$3,261,916	$209,926
2019	$5,818,732	$5,562,362	$2,677,536	$256,370
2018	$5,420,439	$5,244,045	$2,100,497	$176,394