SOUTHEAST ALASKA INDEPENDENT LIVING (EIN 920144370) - 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

1992

Legal Domicile

Principal Officer

JOAN O'KEEFE

Phone

8004787245

Tax Period

2024-07-01 to 2025-06-30

SOUTHEAST ALASKA INDEPENDENT LIVING, founded in 1992, is a community nonprofit in the Housing & Shelter sector that reported $4.7M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $4.3M left a modest 10% surplus.

Mission

SOUTHEAST ALASKA INDEPENDENT LIVING (SAIL) INC. IS A FEDERAL AND STATE RECOGNIZED INDEPENDENT LIVING AND AGING AND DISABILITY RESOURCE CENTER WHOSE MISSION IS TO "INSPIRE PERSONAL INDEPENDENCE" BY PROVIDING AND PROMOTING OPTIONS FOR SOUTHEAST ALASKANS TO LIVE AS ACTIVE, PRODUCTIVE, AND INVOLVED CITIZENS IN THEIR COMMUNITY OF CHOICE

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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 $2,425,238

Program Service Revenue $2,234,684

Investment Income $88,414

Other Revenue $0

TOTAL REVENUE $4,748,336

Expense Breakdown

Grants Paid $175,416

Salaries & Benefits $2,635,534

Fundraising Expenses $23,101

Program Expenses $3,713,198

Other Expenses $1,459,011

TOTAL EXPENSES $4,269,961

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,748,336	$4,172,631	+0.1%
Expenses	$4,269,961	$3,830,039	+0.1%
Net Income	$478,375	$342,592	+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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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

$146,693

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY GREGG	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JIM WRIGHT	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
SUZANNE WILLIAMS	SECRETARY	2.00	Officer Director	$0	$0	$0
JOAN SIZEMORE	TREASURER	2.00	Officer Director	$0	$0	$0
JEFF IRWIN - OUTGOING	PAST VICE-CH	2.00	Officer Director	$0	$0	$0
BRANDEE GERKE - OUTGOING	PAST BOARD C	2.00	Officer Director	$0	$0	$0
HARRIET SILVA	BOARD MEMBER	2.00	Director	$0	$0	$0
CRYSTAL DUNCAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JANETTE GAGNON	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN ZACHARIAS - OUTGOING	BOARD MEMBER	2.00	Director	$0	$0	$0
JOAN O'KEEFE	EXECUTIVE DI	40.00	Officer	$142,210	$4,483	$146,693
SIERRA JIMENEZ	ASSISTANT DI	40.00	Highest	$106,920	$29,504	$136,424

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	$4,748,336	$4,269,961	$4,470,975	$478,375
2024	$4,172,631	$3,830,039	$3,693,361	$342,592
2023	$3,335,535	$3,001,428	$3,394,872	$334,107
2022	$2,995,394	$2,825,560	$2,446,201	$169,834
2021	$3,080,871	$2,656,158	$2,403,466	$424,713
2020	$2,574,853	$2,158,029	$1,852,756	$416,824
2019	$2,313,945	$2,213,828	$1,375,830	$100,117
2018	$2,130,865	$2,140,174	$1,425,341	$-9,309
2018	$2,130,865	$2,125,810	$1,439,705	$5,055

SOUTHEAST ALASKA INDEPENDENT LIVING