HEALTHY LIVING COMMUNITY (EIN 842056223) - 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

2019

Legal Domicile

Principal Officer

EMILY MORIOKA

Phone

9712314536

Tax Period

2023-01-01 to 2023-12-31

HEALTHY LIVING COMMUNITY, founded in 2019, is a small nonprofit in the Health Care sector that reported $437K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

CREATING HEALTH THROUGH BUILDING COMMUNITIES, EDUCATION AND AFFORDABLE HOLISTIC 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 $324,995

Program Service Revenue $112,053

Investment Income $0

Other Revenue $260

TOTAL REVENUE $437,308

Expense Breakdown

Grants Paid $0

Salaries & Benefits $398,780

Fundraising Expenses $0

Program Expenses $441,968

Other Expenses $65,675

TOTAL EXPENSES $464,455

Year-over-Year Comparison

	2023	2022	Change
Revenue	$437,308	$322,072	+0.4%
Expenses	$464,455	$310,702	+0.5%
Net Income	$-27,147	$11,370	-3.4%

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

$56,493

Total Directors

$56,493

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERRY SCHAEFER	PRESIDENT (1/1/23 - 6/23/23)	40.00	Officer Director	$48,000	$8,493	$56,493
CARL PERKINS	TREASURER	5.00	Officer Director	$0	$0	$0
MIKAYLA BRIARE	SECRETARY	1.00	Officer Director	$0	$0	$0
EMILY MORIOKA	BOARD MEMBER	15.00	Officer Director	$0	$0	$0
MACKENZIE CLARK	BOARD MEMBER (9/1/23 - CURRENT)	1.00	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
2024	No data	No data	No data	No data
2023	$437,308	$464,455	$43,283	$-27,147
2022	$322,072	$310,702	$42,831	$11,370
2021	$260,486	$255,330	$31,255	$5,156
2020	$208,137	$212,160	$50,587	$-4,023
2019	$113,888	$107,771	$31,489	$6,117

HEALTHY LIVING COMMUNITY