LHL FOUNDATION INC

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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

2012

Legal Domicile

Principal Officer

PEGGY STOCKWELL

Tax Period

2024-01-01 to 2024-12-31

LHL FOUNDATION INC, founded in 2012, is a small nonprofit in the Mental Health sector that reported $222K in total revenue in fiscal year 2024. Revenue surged 1801% from the prior year, signaling strong growth momentum. The organization ran a surplus of $217K, a strong 98% operating margin.

Mission

The program assists OBA members who are having difficulties that adversely affect their practice. Difficulties can be from a variety of sources, not just drugs and alcohol but also depression, stress, relationship challenges and gambling.

Program Service Accomplishments

Program 1

Expenses: $4,306

Lawyers Helping Lawyers is the confidential assistance program provided by the Oklahoma Bar Association OBA, which helps lawyers struggling with mental health or substance abuse issues. The program offers confidential support, referrals to treatment, and peer mentorship, and is a key resource for the legal communitys well-being. Other related services include lawyer referral programs, discussion groups for members, and public outreach programs

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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 $221,667

Program Service Revenue $0

Investment Income $93

Other Revenue $0

TOTAL REVENUE $221,760

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,306

Other Expenses $4,897

TOTAL EXPENSES $4,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$221,760	$11,664	+18.0%
Expenses	$4,897	$14,539	-0.7%
Net Income	$216,863	$-2,875	-76.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNE SNIDER	MEMBER	N/A	Director	$0	$0	$0
DEANNA HARRIS	MEMBER	N/A	Director	$0	$0	$0
SETH DAY	MEMBER	N/A	Director	$0	$0	$0
WHITNEY HERZOG-SCIMICA	MEMBER	N/A	Director	$0	$0	$0
ROBERT BACHARACH	MEMBER	N/A	Director	$0	$0	$0
SCOTT GOODE	MEMBER	N/A	Director	$0	$0	$0
LIZ STEVENS	MEMBER	N/A	Director	$0	$0	$0
PEGGY STOCKWELL	SECRETARY/TREASURER	N/A	Officer	$0	$0	$0
ANN MURRAY	VICE PRESIDENT	N/A	Officer	$0	$0	$0
CLIF GOODING	PRESIDENT	N/A	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
2024	$221,760	$4,897	$334,036	$216,863