LAKELAND CIVIL SERVICE TRUST FUND (EIN 061290739) - 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

1990

Legal Domicile

Principal Officer

DAWN LONGWORTH

Phone

2039493230

Tax Period

2024-07-01 to 2025-06-30

LAKELAND CIVIL SERVICE TRUST FUND, founded in 1990, is a small nonprofit that reported $498K in total revenue in fiscal year 2024. Expenses of $456K left a modest 9% surplus.

Mission

TO PROVIDE SUPPLEMENTAL HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS.

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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 $496,652

Investment Income $1,824

Other Revenue $0

TOTAL REVENUE $498,476

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,500

Fundraising Expenses $0

Other Expenses $62,407

TOTAL EXPENSES $455,907

Year-over-Year Comparison

	2024	2023	Change
Revenue	$498,476	$467,199	+0.1%
Expenses	$455,907	$453,514	+0.0%
Net Income	$42,569	$13,685	+2.1%

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

N/A

Employees

N/A

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

$1,500

Total Directors

$3,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAWN LONGWORTH	CHAIRPERSON	1.00	Officer Director	$1,500	$0	$1,500
ANNE COLEMAN	Trustee	1.00	Director	$1,000	$0	$1,000
TIMOTHY STRANG	Trustee	1.00	Director	$1,000	$0	$1,000

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	$498,476	$455,907	$306,867	$42,569
2024	No data	No data	No data	No data
2023	$427,777	$474,582	$248,113	$-46,805
2022	$457,163	$440,339	$275,253	$16,824
2021	$445,981	$480,562	$275,843	$-34,581
2020	$437,254	$406,273	$293,529	$30,981
2019	$426,469	$438,452	$264,638	$-11,983
2018	$411,128	$410,132	$279,623	$996

LAKELAND CIVIL SERVICE TRUST FUND