LIFE OPTIONS VOCATIONAL AND RESOUR… - Form 990 Financial Data

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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

1964

Legal Domicile

Phone

8057353428

Tax Period

2023-07-01 to 2024-06-30

LIFE OPTIONS VOCATIONAL AND RESOURCE CENTER INC, founded in 1964, is a community nonprofit that reported $8.5M in total revenue in fiscal year 2023. Expenses of $8.0M left a modest 5% surplus.

Mission

SERVES DEVELOPMENTALLY CHALLENGED INDIVIDUALS BY PROVIDING EMPLOYMENT, SOCIAL OPPORTUNITIES, VOCATIONAL TRAINING, LIFE SKILLS EDUCATION, RESIDENCE, AND OTHER ASSISTANCE TO ITS CLIENTS.

Program Service Accomplishments

Program 1

Expenses: $6,711,380

FOOD SERVICES - EMPLOYS DEVELOPMENTALLY CHALLENGED CLIENTS IN AWARD-WINNING FOOD SERVICE CONTRACTS WITH VANDENBERG AIR FORCE BASE, CAMP SAN LUIS OBISPO, LOS ALAMITOS JOINT FORCES TRAINING BASE IN...

FOOD SERVICES - EMPLOYS DEVELOPMENTALLY CHALLENGED CLIENTS IN AWARD-WINNING FOOD SERVICE CONTRACTS WITH VANDENBERG AIR FORCE BASE, CAMP SAN LUIS OBISPO, LOS ALAMITOS JOINT FORCES TRAINING BASE IN CALIFORNIA.

Program 2

Expenses: $564,381

ASSISTED LIVING - PROVIDES LA PALOMA GROUP HOME, AN INTERMEDIATE CARE FACILITY FOR SIX DEVELOPMENTALLY CHALLENGED ADULTS. THE HOME PROVIDES 24 HOUR PERSONAL CARE, DEVELOPMENTAL TRAINING, HABILITATIVE AND SUPPORTIVE HEALTH SERVICES, IN THE LEAST RESTRICTIVE COMMUNITY-TYPE SETTING. THE DEPARTMENT OF HEALTH SERVICES LICENSES THE HOME, AND TRI-COUNTIES REGIONAL CENTER CONTINUALLY MONITORS ITS RESIDENTS.

Program 3

Expenses: $105,072

VOCATIONAL SERVICES - UTILIZED BY TRI-COUNTIES REGIONAL CENTER AND THE CALIFORNIA DEPARTMENT OF REHABILITATION TO PROVIDE PROGRAMS AND SERVICES INCLUDING INDIVIDUAL AND GROUP PLACEMENT SUPPORTED...

VOCATIONAL SERVICES - UTILIZED BY TRI-COUNTIES REGIONAL CENTER AND THE CALIFORNIA DEPARTMENT OF REHABILITATION TO PROVIDE PROGRAMS AND SERVICES INCLUDING INDIVIDUAL AND GROUP PLACEMENT SUPPORTED EMPLOYMENT, AND TRANSITION SERVICES WHICH PROVIDE JOB PLACEMENT SERVICES TO DEVELOPMENTALLY CHALLENGED INDIVIDUALS WHO ARE EXITING HIGH SCHOOL AND SEEKING EMPLOYMENT.

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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 $10,000

Program Service Revenue $8,419,002

Investment Income $502

Other Revenue $22,648

TOTAL REVENUE $8,452,152

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,353,759

Fundraising Expenses $0

Program Expenses $7,380,833

Other Expenses $2,663,454

TOTAL EXPENSES $8,017,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,452,152	$7,860,316	+0.1%
Expenses	$8,017,213	$7,522,059	+0.1%
Net Income	$434,939	$338,257	+0.3%

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

182

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
SHELLY BARTON	HUMAN RESOURCES ADMINISTRATOR/CEO	40.00		$120,698	$0	$120,698
ELEN VANDERHOOF	CHIEF FINANCIAL OFFICER/CEO	40.00		$116,753	$0	$116,753
ROBERT MEAD	CONTRACT MANAGER	40.00		$113,292	$0	$113,292
MAUREEN TOLSON	Vice President	2.00	Officer Director	$0	$0	$0
JULIE DAVIES	President	4.00	Director	$0	$0	$0
ROBERT KLUG	Treasurer	4.00	Director	$0	$0	$0
ANN LADWIG	Secretary	2.00	Officer Director	$0	$0	$0
SHANNON MARSHALL	Director	2.00	Officer Director	$0	$0	$0
CYNTHIA SPANGLER	Director	2.00	Director	$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	No data	No data	No data	No data
2024	$8,452,152	$8,017,213	$2,793,955	$434,939
2023	$7,860,316	$7,522,059	$1,962,736	$338,257
2022	$7,118,969	$6,756,907	$2,220,936	$362,062
2021	$5,139,073	$6,050,955	$1,800,569	$-911,882
2020	$5,922,085	$5,851,696	$3,478,177	$70,389
2019	$6,562,237	$6,181,241	$2,937,632	$380,996

LIFE OPTIONS VOCATIONAL AND RESOURCE CENTER INC