SERVICES MAXIMIZING INDEPENDENT LIVING AND EMPOWERMENT DBA SMILE

EIN: 860928857 501(c)(3) Health Care

YUMA, AZ

Total Revenue
$395,986
Total Expenses
$363,196
Total Assets
$288,955
Net Assets
$167,416
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
AZ
Principal Officer
KELLIE RICE
Phone
9283296681
Tax Period
2024-10-01 to 2025-09-30

SERVICES MAXIMIZING INDEPENDENT LIVING AND EMPOWERMENT DBA SMILE, founded in 1998, is a small nonprofit in the Health Care sector that reported $396K in total revenue in fiscal year 2024. Expenses of $363K left a modest 8% surplus.

Mission

SMILE provides services that support people with disabilities in achieving and maintaining independent living. Activities include independent living skills training, advocacy, information and referral, peer support, and access to assistive technology. The organization also offers programs that help individuals transition from institutions to community living and supports youth as they move into adulthood. These services are designed to promote autonomy, community participation, and improved quality of life for people with disabilities.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $395,986
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $395,986

Expense Breakdown

Grants Paid $0
Salaries & Benefits $261,102
Fundraising Expenses $1,099
Program Expenses $302,437
Other Expenses $102,094
TOTAL EXPENSES $363,196

Year-over-Year Comparison

2024 2023 Change
Revenue $395,986 $398,142 0.0%
Expenses $363,196 $374,026 0.0%
Net Income $32,790 $24,116 +0.4%
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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Governance

Voting Members
7
Independent Members
7
Employees
11
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
6
$0
Total Directors
7
$101,409
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HUMBERTO RIOS INTERIM EX DIR 40.00
Director
$77,191 $650 $77,841
KELLIE RICE Executive Dir. 40.00
Director
$23,418 $150 $23,568
CHRISTINE WERLEY BOARD CHAIR 0.00
Director
$0 $0 $0
MELISSA DUNN Director 0.00
Director
$0 $0 $0
REX ERSPAMER Director 0.00
Director
$0 $0 $0
TONY GONZALEZ Sec/Treas 0.00
Director
$0 $0 $0
JESSICA MARIE GUTIERREZ Director 0.00
Director
$0 $0 $0
MICHELLE LYDICK VICE CHAIR 0.00
Officer
$0 $0 $0
LAURA DUVAL Secretary 0.00
Officer
$0 $0 $0
MARISSELA HODGES REASSURE 0.00
Officer
$0 $0 $0
PATRICIA QUIROZ Director 0.00
Officer
$0 $0 $0
RON FRASIER Director 0.00
Officer
$0 $0 $0
Donald McClelland Director 0.00
Officer
$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 $395,986 $363,196 $288,955 $32,790
2024 $398,142 $374,026 $291,211 $24,116
2023 $403,880 $374,324 $283,452 $29,556
2022 $398,506 $362,896 $97,243 $35,610
2021 $387,028 $368,401 $62,486 $18,627
2020 $339,677 $321,751 $43,021 $17,926
2019 $326,805 $310,206 $34,524 $16,599
2018 $278,442 $277,918 $26,770 $524
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