Lauren's Institute for Education

Nonprofit profile at a glance

EIN
205959213
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Gilbert, AZ, USA
Phone
4806218361
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Health Treatment Facilities, Primarily Outpatient

Official website

Reported finances

Revenue
$16,662,929
Expenses
$16,307,616
Assets
$15,107,196
Liabilities
$8,142,548

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • CARRIE REED (PRESIDENT)
  • MARGARET TRAVILLION (CHIEF EXECUTIVE OFFICER)
  • KATHLEEN WALSH (EXECUTIVE DIRECTOR OF OBM)
  • JOANNE LESEK (EXECUTIVE DIRECTOR OF ADMINISTRATION)

Highest reported compensation

  • CARRIE REED (PRESIDENT): $295,451 total reported compensation
  • MARGARET TRAVILLION (CHIEF EXECUTIVE OFFICER): $288,656 total reported compensation
  • JUSTIN TRAVILLION (CHIEF FINANCIAL OFFICER): $251,791 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Working together to empower people through extraordinary services for developmental disabilities.

What it reported doing in 2024

Community services department: l.i.f.e. Offers consumers and their families several different options to receive care services in-home and within the community including habilitation (hah), respite (rsp), and attendant care (atc). Habilitation consists of a direct support professional (dsp) providing teaching methods to help a consumer be more independent. Respite involves a dsp providing supervision and care for a consumer for short periods to give regular caregivers a break. Attendant care includes a dsp assisting a consumer with personal hygiene tasks (e.g., dressing, brushing teeth, toileting) and activities of daily living (e.g., eating, housekeeping chores) to assist a consumer in maintaining their health and healthy living conditions.therapy department: we have multiple therapy disciplines all under one roof which is convenient for caregivers and allows us to provide a true team approach to therapy. Our therapists serve consumers that come to l.i.f.e. Exclusively for therapy services as well as consumers enrolled in our academy and our adult day treatment program. We provide music therapy, occupational therapy, physical therapy, speech therapy, and feeding therapy. See more detail on these services in schedule o.music therapymusic therapy addresses functional goals in the areas of communication, socialization, motor movements, attention span, and emotional awareness through use of musical interventions such as creating, singing, moving to, and/or listening to music. For example, for a consumer with a goal to increase their number of spoken words, the music therapist may use songs that promote verbal participation at specific times in a song. Occupational therapyoccupational therapists look at what elements support or hinder successful participation for a consumer, which often includes the environment, sensory processing, behavior, motor skills, language, and cognitive skill development. They then create individualized activities for each consumer to help them achieve independence and well-being. For example, they may work on hand muscle strengthening using putty so that a consumer can successfully button a shirt.physical therapyphysical therapy helps consumers improve in the areas of gross motor skills. Physical therapists look at whether a consumer is functioning at age-appropriate level in physical skills such as mobility, coordination, and strength and then determine interventions to help address areas of concern. For example, they may use therapy ball activities to strengthen a consumer's core muscles so that they can learn to roll or maintain their balance when riding a bike.speech therapyspeech/language therapy focuses on remediating speech, language, and social communication. A speech disorder involves difficulties producing sounds in words, whereas a language disorder involves difficulties understanding words/sentences and communicating wants and needs. For example, a speech therapist may practice with a consumer on different ways to introduce themselves to others if they have a goal of improved social communication. Feeding therapyfeeding therapy is provided by occupational therapists or assistants or speech therapists or assistants that have obtained additional training in the specialty of feeding therapy. These therapists use carefully chosen interventions to address concerns such as only eating a very limited number or type of food and/or to improve oral motor skills to reduce concerns like gagging, choking, or aspiration.

Operating model

Revenue model
Earned-program. 94% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 86
  • Accountability: 77
  • Sustainability: 36
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 78.6%; rating input score 79
  • Program expense ratio: 80.8%; rating input score 81
  • Fundraising efficiency: $5.66 raised per $1 spent on fundraising; rating input score 23; 23rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.1%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 60%; rating input score 60; 10th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 2.1%; rating input score 43; 43rd percentile among comparable filings
  • Total-asset coverage ratio: 0.93; rating input score 33; 33rd percentile among comparable filings
  • Liabilities to assets ratio: 0.54; rating input score 26; 26th percentile among comparable filings
  • Officer compensation ratio: 8.8%; rating input score 25; 25th percentile among comparable filings

Growth

  • Program expense growth: 6.2% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: 8.9% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 20.7% per year; rating input score 100; 90th percentile among comparable filings

Details

  • Where the money goes: 78.6% of revenue deployed · 80.8% of spending went to programs
  • Governance: 3 of 5 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $13.2M in reported program spending
  • Leadership: top reported pay $295K · 11 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $102K reported
  • Consistency: 35 of 36 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 23/100.
  • Moderate — Sustainability: Operating margin scored 43/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 26/100.
  • High — Sustainability: Officer compensation ratio scored 25/100.