Lake Fairlee Association Inc (EIN 036010700) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

Vicki Smith

Phone

8023339045

Tax Period

2025-01-01 to 2025-12-31

Lake Fairlee Association Inc, founded in 1995, is a small nonprofit in the Environment sector that reported $139K in total revenue in fiscal year 2025. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 26% operating margin.

Mission

Protection of lake environment

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $95,306

Program Service Revenue $0

Investment Income $42,130

Other Revenue $1,100

TOTAL REVENUE $138,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,560

Fundraising Expenses $812

Program Expenses $83,486

Other Expenses $65,457

TOTAL EXPENSES $103,017

Year-over-Year Comparison

	2025	2024	Change
Revenue	$138,536	$100,662	+0.4%
Expenses	$103,017	$96,944	+0.1%
Net Income	$35,519	$3,718	+8.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
David Roth	President	3	Officer Director	$0	$0	$0
Vicki Smith	Treasurer	3	Officer Director	$0	$0	$0
Lisa Johnson	Secretary	0.58	Officer Director	$0	$0	$0
Katherine Babbott	Member	2	Director	$0	$0	$0
Sean Brown	Member	3	Director	$0	$0	$0
Stuart Fairbairn	Member	1	Director	$0	$0	$0
David Forbes	Member	1.35	Director	$0	$0	$0
Ben McLaughlin	Member	1	Director	$0	$0	$0
Kirsten Detrick	Member end 8/2025	3	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	$138,536	$103,017	$842,958	$35,519
2024	$100,662	$96,944	$746,719	$3,718
2023	$115,629	$66,746	$666,442	$48,883
2022	$78,367	$81,805	$616,323	$-3,438
2021	$107,805	$52,833	$693,228	$54,972
2020	$98,958	$51,747	$609,098	$47,211

Lake Fairlee Association Inc