THE LYME FOUNDATION INC

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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

1989

Legal Domicile

Principal Officer

MANTON COPELAND

Phone

6037952563

Tax Period

2024-07-01 to 2025-06-30

THE LYME FOUNDATION INC, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $139K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $220K exceeded revenue, resulting in a 59% operating deficit.

Mission

TO SPONSOR SOCIAL, EDUCATIONAL, RECREATIONAL, AND OTHER PROGRAMS THAT MAINTAIN AND ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE WHO LIVE IN LYME.

Program Service Accomplishments

Program 1

Expenses: $192,758

THIS YEAR THE LYME FOUNDATION WAS FACED WITH INCREDIBLE COMMUNITY NEED AND WAS ABLE TO SUPPORT A NUMBER OF INITIATIVES. IN SUPPORT OF OUR NATURAL ENVIRONMENT, TRAILS AND OUTDOOR RECREATION...

THIS YEAR THE LYME FOUNDATION WAS FACED WITH INCREDIBLE COMMUNITY NEED AND WAS ABLE TO SUPPORT A NUMBER OF INITIATIVES. IN SUPPORT OF OUR NATURAL ENVIRONMENT, TRAILS AND OUTDOOR RECREATION FACILIITIES, THE FOUNDATION MADE GRANTS TO CONTINUE INVASIVE REMOVAL WORK AT BIG ROCK NATURAL AREA, TO FINISH THE NEAL LOOP TRAIL AND TO CONTINUE TO UPGRADE THE POST POND TO CHAFFEE WILDLIFE AREA TRAIL AND TO IMPROVE THE CAMPSITE AT THE TOWN FOREST, A BOY SCOUT EAGLE PROJECT. THE FOUNDATION FUNDED A NUMBER OF PROJECTS AT THE LYME SCHOOL INCLUDING NEW SIDING ON THE SCHOOL BUILDING, THE ARTIST IN RESIDENCE, SAFETY MATS AT THE BASKETBALL COURT, AND TRAVEL FOR THE LYME LIONS ROBOTICS TEAM TO COMPETE IN THE NATIONAL COMPETITION. THE FOUNDATION CONTINUED TO SUPPORT OUR COMMUNITY BY CONTRIBUTING TO THE EDGELL COVERED BRIDGE REPAIRS, THOSE GUYS' PURCHASE OF A NEW TENT, LYME CHURCH'S PAINTING OF THE EXTERIOR OF THE CHURCH AND STEEPLE REPAIR AND PARTICIPATING IN THE FESTIVAL OF TREES HELD ON THE COMMON EACH DECEMBER.

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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 $107,077

Program Service Revenue $0

Investment Income $31,881

Other Revenue $0

TOTAL REVENUE $138,958

Expense Breakdown

Grants Paid $185,329

Salaries & Benefits $0

Fundraising Expenses $3,104

Program Expenses $192,758

Other Expenses $35,068

TOTAL EXPENSES $220,397

Year-over-Year Comparison

	2024	2023	Change
Revenue	$138,958	$114,491	+0.2%
Expenses	$220,397	$107,720	+1.0%
Net Income	$-81,439	$6,771	-13.0%

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

N/A

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
ERIC TADLOCK	TRUSTEE THRU OCT 24	1.00	Director	$0	$0	$0
JOAN BARTHOLD	CHAIR	1.00	Officer Director	$0	$0	$0
MARGARET CALDWELL	TRUSTEE	1.00	Director	$0	$0	$0
SARAH ECK	TRUSTEE	1.00	Director	$0	$0	$0
JOHN CAMPBELL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MANTON COPELAND	TREASURER	1.00	Officer Director	$0	$0	$0
MATTHEW GREENWAY	TRUSTEE	1.00	Director	$0	$0	$0
DEBRA KILHAM	TRUSTEE	1.00	Director	$0	$0	$0
DARIA KILLEBREW	SECRETARY	1.00	Officer Director	$0	$0	$0
ALICIA WILLETTE	TRUSTEE	1.00	Director	$0	$0	$0
JAMES GRAHAM	TRUSTEE	1.00	Director	$0	$0	$0
DAVID CAFFREY	TRUSTEE	1.00	Director	$0	$0	$0
EMILY BLANCHARD	TRUSTEE	1.00	Director	$0	$0	$0
LYNNE PARSHALL	TRUSTEE AS OF FEB 2025	1.00	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	$138,958	$220,397	$1,781,926	$-81,439
2024	$114,491	$107,720	$1,712,554	$6,771
2023	$90,416	$159,037	$1,554,019	$-68,621
2022	$110,408	$124,292	$1,509,144	$-13,884
2021	$114,570	$134,846	$1,682,483	$-20,276
2020	$152,760	$350,845	$1,446,876	$-198,085
2019	$221,868	$278,202	$1,658,404	$-56,334
2018	$577,351	$115,997	$1,695,313	$461,354