LIFESHAPE INC (EIN 200249641) - 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

2003

Legal Domicile

Principal Officer

JOHN W WHITE III

Phone

6789992181

Tax Period

2019-01-01 to 2019-12-31

LIFESHAPE INC, founded in 2003, is a mid-sized nonprofit in the Religion sector that reported $15.8M in total revenue in fiscal year 2019. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $14.8M left a modest 7% surplus.

Mission

TO GLORIFY GOD BY BREAKING THE CYCLE OF SPIRITUAL POVERTY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $12,254,236

Program Service Revenue $3,331,765

Investment Income $144,875

Other Revenue $115,856

TOTAL REVENUE $15,846,732

Expense Breakdown

Grants Paid $9,202,395

Salaries & Benefits $2,212,890

Fundraising Expenses $174,331

Program Expenses $11,299,720

Other Expenses $3,372,298

TOTAL EXPENSES $14,787,583

Year-over-Year Comparison

	2019	2018	Change
Revenue	$15,846,732	$13,667,949	+0.2%
Expenses	$14,787,583	$12,818,627	+0.2%
Net Income	$1,059,149	$849,322	+0.2%

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

282

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

$226,577

Total Directors

Key Employees

$166,506

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFERY SCOTT HOLSTE	VICE PRESIDE	40.00	Officer	$226,577	$0	$226,577
MARK ALAN HALL	SUPPORT SERV	40.00	Key Emp	$166,506	$0	$166,506
STEVEN T RUBADO	DIRECTOR OF	N/A	Highest	$147,092	$0	$147,092
MARK K GRIGG	STEWARDHIP O	40.00	Highest	$113,351	$0	$113,351
JEREMY H COX	PROGRAM MANA	40.00	Highest	$112,599	$0	$112,599
BRENT R MAYFIELD	PROGRAM MANA	N/A	Highest	$112,215	$0	$112,215
MAURICE GRAHAM	DIRECTOR	1.00	Director	$0	$0	$0
JOHN W WHITE III	CHAIRMAN/DIR	20.00	Officer Director	$0	$0	$0
TERRILL A PARKER	DIRECTOR	1.00	Director	$0	$0	$0
RICK SMITH	DIRECTOR	1.00	Director	$0	$0	$0
TRUDY C WHITE	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
ROBERT YOE	DIRECTOR/ VP	1.00	Officer Director	$0	$0	$0
PAUL PASSARO	CFO	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
2019	$15,846,732	$14,787,583	$41,056,311	$1,059,149
2018	$13,667,949	$12,818,627	$39,869,657	$849,322

LIFESHAPE INC