EDUCATIONAL PROGRAMS IN HOME LIVING (EIN 911138681) - 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

1981

Legal Domicile

Principal Officer

AMANDA MARTINEZ

Phone

2534731401

Tax Period

2023-01-01 to 2023-12-31

EDUCATIONAL PROGRAMS IN HOME LIVING, founded in 1981, is a community nonprofit in the Employment sector that reported $4.5M in total revenue in fiscal year 2023. Expenses of $4.3M left a modest 4% surplus.

Mission

IN-HOME SUPPORT SERVICES TO THE HANDICAPPED.

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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 $4,500,421

Program Service Revenue $0

Investment Income $20,492

Other Revenue $0

TOTAL REVENUE $4,520,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,958,083

Fundraising Expenses $0

Program Expenses $3,679,749

Other Expenses $366,046

TOTAL EXPENSES $4,324,129

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,520,913	$4,187,892	+0.1%
Expenses	$4,324,129	$4,075,383	+0.1%
Net Income	$196,784	$112,509	+0.7%

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

101

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

$115,812

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA KROON	SECRETARY OF BOARD	0.30	Officer Director	$0	$0	$0
MICHAEL NILES	VICE PRESIDENT	0.30	Officer Director	$0	$0	$0
ZACHARY PENROD	PRESIDENT	0.30	Officer Director	$0	$0	$0
BOB BATLEY	TREASURER	0.30	Officer Director	$0	$0	$0
AMANDA MARTINEZ	ADMINISTRATOR	40.00	Officer	$115,519	$293	$115,812

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	$4,520,913	$4,324,129	$2,397,530	$196,784
2022	$4,187,892	$4,075,383	$2,178,927	$112,509
2021	$3,918,301	$3,704,234	$2,025,687	$214,067
2020	$4,035,086	$3,500,861	$1,822,231	$534,225
2019	$3,053,438	$3,035,484	$1,269,085	$17,954
2018	$2,827,420	$2,922,732	$1,224,947	$-95,312

EDUCATIONAL PROGRAMS IN HOME LIVING