COMPASSUS LIVING FOUNDATION INC (EIN 822011192) - 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

2017

Legal Domicile

Principal Officer

LORI HART

Phone

6153095672

Tax Period

2023-01-01 to 2023-12-31

COMPASSUS LIVING FOUNDATION INC, founded in 2017, is a small nonprofit in the Human Services sector that reported $498K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $258K, a strong 52% operating margin.

Mission

OUR MISSION IS TO ENABLE LOVED ONES, FRIENDS, AND ADVOCATES TO HONOR PATIENTS WHO HAVE RECEIVED HOSPICE CARE.

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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 $464,476

Program Service Revenue $0

Investment Income $33,751

Other Revenue $0

TOTAL REVENUE $498,227

Expense Breakdown

Grants Paid $137,858

Salaries & Benefits $65,333

Fundraising Expenses $0

Program Expenses $207,302

Other Expenses $36,737

TOTAL EXPENSES $239,928

Year-over-Year Comparison

	2023	2022	Change
Revenue	$498,227	$377,484	+0.3%
Expenses	$239,928	$132,951	+0.8%
Net Income	$258,299	$244,533	+0.1%

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

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

$60,955

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI HART	PRESIDENT	2.00	Officer Director	$0	$0	$0
NICOLE MEDROZO	SECRETARY	1.00	Officer Director	$0	$0	$0
KURT MERKELZ MD	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER HALE	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA TILLMAN	EXECUTIVE DIRECTOR	40.00	Officer	$52,690	$8,265	$60,955

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	No data	No data	No data	No data
2023	$498,227	$239,928	$1,626,590	$258,299
2022	$377,484	$132,951	$1,374,833	$244,533
2021	$792,411	$168,783	$1,151,813	$623,628
2020	$269,503	$122,132	$509,484	$147,371
2019	$240,383	$107,187	$354,894	$133,196
2018	$137,826	$127,853	$229,590	$9,973

COMPASSUS LIVING FOUNDATION INC