Center for Independence Inc (EIN 841090306) - 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

1988

Legal Domicile

Principal Officer

David Nelson

Phone

9702410315

Tax Period

2024-07-01 to 2025-06-30

Center for Independence Inc, founded in 1988, is a community nonprofit in the Human Services sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $601K, a strong 22% operating margin.

Mission

The Center for Independence promotes community solutions and empowers individuals with disabilities to live independently.

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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 $2,153,346

Program Service Revenue $420,680

Investment Income $89,635

Other Revenue $45,059

TOTAL REVENUE $2,708,720

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,506,285

Fundraising Expenses $0

Program Expenses $1,379,060

Other Expenses $601,517

TOTAL EXPENSES $2,107,802

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,708,720	$2,057,002	+0.3%
Expenses	$2,107,802	$1,875,983	+0.1%
Net Income	$600,918	$181,019	+2.3%

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

$96,653

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID NELSON	EXECUTIVE DIRECTOR	45.0	Officer	$81,306	$15,347	$96,653
GREG MUELLER	TREASURER	1.0	Officer Director	$0	$0	$0
JERRY SHELTON	PRESIDENT	1.0	Officer Director	$0	$0	$0
AMY BECKTELL	DIRECTOR	1.0	Director	$0	$0	$0
Braxton Stewart	DIRECTOR	1.0	Director	$0	$0	$0
SUE DEPPE	DIRECTOR	1.0	Director	$0	$0	$0
C LYNN JOLLEY	DIRECTOR	1.0	Director	$0	$0	$0
RICHARD JOLLEY	DIRECTOR	1.0	Director	$0	$0	$0
DRENE STEVENS	DIRECTOR	1.0	Director	$0	$0	$0
BILL WOOD	DIRECTOR	1.0	Director	$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	$2,708,720	$2,107,802	$2,268,846	$600,918
2024	$2,057,002	$1,875,983	$1,266,588	$181,019
2023	$1,699,637	$1,715,203	$1,109,175	$-15,566
2022	$1,512,356	$1,500,049	$1,158,940	$12,307
2021	$1,494,231	$1,433,212	$1,151,717	$61,019

Center for Independence Inc