LIFEQUEST (EIN 061097850) - 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

1984

Legal Domicile

Phone

2155296228

Tax Period

2024-07-01 to 2025-06-30

LIFEQUEST, founded in 1984, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue fell 72% from the prior year — a significant decline worth monitoring. Expenses of $2.2M left a modest 12% surplus.

Mission

PROVIDE FISCAL AND MANAGEMENT SUPPORT TO THE ORGANIZATIONS RELATED ENTITIES.

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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 $0

Program Service Revenue $2,044,013

Investment Income $229,844

Other Revenue $213,549

TOTAL REVENUE $2,487,406

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,666,763

Fundraising Expenses $0

Program Expenses $1,306,195

Other Expenses $519,356

TOTAL EXPENSES $2,186,119

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,487,406	$8,997,790	-0.7%
Expenses	$2,186,119	$1,814,347	+0.2%
Net Income	$301,287	$7,183,443	-1.0%

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

Volunteers

N/A

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
BARBARA LAMPE	Director	1.00	Director	$0	$0	$0
DAVID SYNDER	Co-Chairman	1.00	Officer Director	$0	$0	$0
PHILIP STEELEY	Sec/Treasurer	1.00	Officer Director	$0	$0	$0
JON SCHWARTZ	Chairman	1.00	Director	$0	$0	$0
PEGGY THOMAS	Director	1.00	Director	$0	$0	$0
STANLEY HUNTER	Director	1.00	Director	$0	$0	$0
CHARLES MOYER	Co-Chairman	1.00	Officer Director	$0	$0	$0
SKIP MASSENGILL	Director	1.00	Director	$0	$0	$0
ROGER HISER	President & CEO	40.00	Officer	$0	$0	$0
SHANE MCGUIRE	CFO	40.00	Officer	$0	$0	$0
BRANDI FISHER	ASST SECRETARY	40.00	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
2025	$2,487,406	$2,186,119	$24,573,685	$301,287
2024	No data	No data	No data	No data
2023	$1,875,602	$1,847,316	$18,203,276	$28,286
2022	$1,799,728	$1,769,419	$17,781,042	$30,309
2021	$2,262,535	$2,022,653	$17,454,732	$239,882

LIFEQUEST