RON WILSON CENTER FOR EFFECTIVE LIVING (EIN 930661527) - 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

1974

Legal Domicile

Principal Officer

MARCI KALLINGER

Phone

5038383976

Tax Period

2024-07-01 to 2025-06-30

RON WILSON CENTER FOR EFFECTIVE LIVING, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $10.8M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $9.6M left a modest 11% surplus.

Mission

PROVIDE RESIDENTIAL SERVICES, HEALTH AND SAFETY, EDUCATION IN LIFE/LEARNING SKILLS, AND PROJECTS TO INCREASE SELF-ADVOCACY AND INDEPENDENCE FOR INTELLECTUALLY/DEVELOPMENTALLY DISABLED ADULTS.

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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 $1,642,629

Program Service Revenue $9,128,942

Investment Income $14,318

Other Revenue $9,250

TOTAL REVENUE $10,795,139

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,768,134

Fundraising Expenses $0

Program Expenses $8,193,190

Other Expenses $1,810,574

TOTAL EXPENSES $9,578,708

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,795,139	$9,070,181	+0.2%
Expenses	$9,578,708	$8,871,182	+0.1%
Net Income	$1,216,431	$198,999	+5.1%

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

183

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

$158,199

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLIFF CLARK	PRESIDENT	2.00	Officer Director	$0	$0	$0
JULIE YOUSE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
CAROL PHILLIPS	SECRETARY / TREASURER	2.00	Officer Director	$0	$0	$0
JUDY CLARK	BOARD MEMBER	2.00	Director	$0	$0	$0
GAIL HEDRICK	BOARD MEMBER	2.00	Director	$0	$0	$0
PAT OHLSEN	BOARD MEMBER	2.00	Director	$0	$0	$0
FRAN WEISENSEE	BOARD MEMBER	2.00	Director	$0	$0	$0
CASEY OJUA	BOARD MEMBER	2.00	Director	$0	$0	$0
KEVIN RASCHKO	BOARD MEMBER	2.00	Director	$0	$0	$0
MARCI KALLINGER	EXECUTIVE DIRECTOR	40.00	Officer	$140,781	$17,418	$158,199

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	$10,795,139	$9,578,708	$10,632,524	$1,216,431
2024	$9,070,181	$8,871,182	$9,410,157	$198,999
2023	$9,677,846	$8,554,502	$6,654,471	$1,123,344
2022	$8,244,116	$8,303,739	$5,679,994	$-59,623
2021	$8,002,869	$7,470,909	$5,978,646	$531,960
2020	$7,497,841	$7,053,803	$5,097,212	$444,038
2019	$7,392,868	$6,811,887	$4,590,144	$580,981
2018	$6,994,550	$6,776,156	$3,831,023	$218,394

RON WILSON CENTER FOR EFFECTIVE LIVING