MANTECA ADVOCATES FOR INDEPENDENT LIVING (EIN 942807868) - 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

1982

Legal Domicile

Principal Officer

HOWARD MILLER

Phone

9163340810

Tax Period

2023-01-01 to 2023-12-31

MANTECA ADVOCATES FOR INDEPENDENT LIVING, founded in 1982, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Expenses of $902K left a modest 10% surplus.

Mission

ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF SENIORS THROUGH INNOVATIVE HEALTH, HOUSING AND SOCIAL SERVICES.

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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 $671,803

Program Service Revenue $323,035

Investment Income $1,069

Other Revenue $5,778

TOTAL REVENUE $1,001,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $291,025

Fundraising Expenses $0

Program Expenses $626,807

Other Expenses $610,872

TOTAL EXPENSES $901,897

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,001,685	$948,288	+0.1%
Expenses	$901,897	$906,361	0.0%
Net Income	$99,788	$41,927	+1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOWARD MILLER	Chair	0.08	Officer Director	$0	$0	$0
BILL PACE	Board Member	0.13	Director	$0	$0	$0
BETSI HOWARD	Board Member	0.08	Director	$0	$0	$0
MARTHA KUNKEL	Board Member	0.08	Director	$0	$0	$0
JAMES H PHILLIPS	Vice Chair	0.13	Officer Director	$0	$0	$0
JUDY VASQUEZ	Board Member	0.00	Director	$0	$0	$0
DAVE BRICKER	Board Member	0.08	Director	$0	$0	$0
STEVE DeBRUM	Board Member	0.08	Director	$0	$0	$0
JACOB NAVEN	Board Member	0.08	Director	$0	$0	$0
STEPHEN SCHLUER	Board Member	0.08	Director	$0	$0	$0
ELIZABETH CATRON	Secretary	2.01	Officer	$0	$0	$0
CAREY HOWELL	Assis Treasurer	0.00	Officer	$0	$0	$0
DAN SEILER	CFO	0.26	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
2024	No data	No data	No data	No data
2023	$1,001,685	$901,897	$1,868,082	$99,788
2022	$948,288	$906,361	$1,848,038	$41,927
2021	$938,380	$888,728	$1,856,127	$49,652
2020	$926,812	$941,873	$1,828,187	$-15,061
2019	$907,515	$892,067	$1,915,211	$15,448
2018	$878,371	$918,921	$1,989,815	$-40,550

MANTECA ADVOCATES FOR INDEPENDENT LIVING