PRESENTATION LANTERN (EIN 134224124) - 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

2002

Legal Domicile

Principal Officer

MEGAN RUIZ

Phone

5635577134

Tax Period

2023-01-01 to 2023-12-31

PRESENTATION LANTERN, founded in 2002, is a small nonprofit that reported $224K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $216K left a modest 4% surplus.

Mission

TO OFFER HOSPITALITY, EDUCATIONAL OPPORTUNITIES AND ADVOCACY TO ADULT IMMIGRANTS

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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 (2023)

Revenue Breakdown

Contributions & Grants $221,400

Program Service Revenue $0

Investment Income $2,992

Other Revenue $0

TOTAL REVENUE $224,392

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $155,335

Fundraising Expenses $1,916

Program Expenses $134,101

Other Expenses $59,240

TOTAL EXPENSES $216,075

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,392	$181,075	+0.2%
Expenses	$216,075	$208,920	+0.0%
Net Income	$8,317	$-27,845	-1.3%

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

150

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

$63,642

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FAYE FINNEGAN	VICE PRESIDENT	2.00	Director	$0	$0	$0
JOJEAN DECKER	SECRETARY	2.00	Officer Director	$0	$0	$0
CRAIG TAKES	TRUSTEE	1.00	Director	$0	$0	$0
LEANNE WELCH PBVM	TRUSTEE	1.00	Director	$0	$0	$0
LYNN MARIE FANGMAN PBVM	TREASURER	2.00	Officer Director	$0	$0	$0
MARILOU IRONS PBVM	TRUSTEE	1.00	Director	$0	$0	$0
MARY LOU MAUSS	TRUSTEE	1.00	Director	$0	$0	$0
MAURA MCCARTHY PBVM	TRUSTEE	1.00	Director	$0	$0	$0
TIM MOOTHART	PRESIDENT	3.00	Officer Director	$0	$0	$0
RICHELLE FRIEDMAN PBVM	TRUSTEE	1.00	Director	$0	$0	$0
TONYA TRUMM	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN RUIZ	EXECUTIVE DIRECTOR	40.00	Officer	$63,642	$0	$63,642

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
2024	No data	No data	No data	No data
2023	$224,392	$216,075	$3,348,387	$8,317
2022	$181,075	$208,920	$2,876,700	$-27,845
2021	$279,264	$207,060	$3,450,784	$72,204
2020	$321,658	$203,876	$2,987,757	$117,782
2019	$167,875	$168,513	$2,501,387	$-638
2018	$119,164	$144,936	$2,125,715	$-25,772

PRESENTATION LANTERN