LIDMA Inc (EIN 202358729) - 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

2005

Legal Domicile

Principal Officer

Gena Grantham

Tax Period

2023-01-01 to 2023-12-31

LIDMA Inc, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $403K in total revenue in fiscal year 2023. Expenses of $382K left a modest 5% surplus.

Mission

LIDMA IS THE FORUM WHEREBY DISTRIBUTION, MANUFACTURING, TECHNOLOGY, AND SERVICE PROVIDERS IN THE LIFE INSURANCE DIRECT MARKETING INDUSTRY DEVELOP SOLUTIONS TO BETTER SERVE CONSUMERS

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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 $191,778

Program Service Revenue $206,278

Investment Income $4,481

Other Revenue $0

TOTAL REVENUE $402,537

Expense Breakdown

Grants Paid $13,125

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $368,471

TOTAL EXPENSES $381,596

Year-over-Year Comparison

	2023	2022	Change
Revenue	$402,537	$400,011	+0.0%
Expenses	$381,596	$320,345	+0.2%
Net Income	$20,941	$79,666	-0.7%

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
Brian Barnes	President Elect	001.00	Officer Director	$0	$0	$0
Brian Bland	Director	001.00	Director	$0	$0	$0
David Bowerman	Director	001.00	Director	$0	$0	$0
Nicole Buckenmeyer	President	005.00	Officer Director	$0	$0	$0
Chris Campbell	Director	001.00	Director	$0	$0	$0
Denis Clifford	Committee	001.00	Director	$0	$0	$0
Maryann Crossan	Committee	001.00	Director	$0	$0	$0
Andrew Doerman	Committee	001.00	Director	$0	$0	$0
Shervin Eftekhari	Founder	001.00	Director	$0	$0	$0
Heidi Hermreck	Committee	001.00	Director	$0	$0	$0
Pete Kalasountas	Director	001.00	Director	$0	$0	$0
Joe Klein IV	Vice President	001.00	Officer Director	$0	$0	$0
Jeffrey McCauley	Treasurer	001.00	Officer Director	$0	$0	$0
Nichole Myers	Committee	001.00	Director	$0	$0	$0
Travis Phillips	Committee	001.00	Director	$0	$0	$0
Ryan Pinney	Director	001.00	Director	$0	$0	$0
John Reynolds	Director	001.00	Director	$0	$0	$0
Keli Seder	Director	001.00	Director	$0	$0	$0
Tim Shaheen	Director	001.00	Director	$0	$0	$0
Pat Wedeking	Immediate Past President / Founder	001.00	Director	$0	$0	$0
Jennifer Youngs	Committee	001.00	Director	$0	$0	$0
Gina Grantham Non-Voting	Exec Dir	002.00	Officer Director	$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	No data	No data	No data	No data
2023	$402,537	$381,596	$434,471	$20,941
2022	$400,011	$320,345	$417,389	$79,666
2021	$323,457	$305,533	$337,723	$17,924
2020	$138,485	$160,436	$319,799	$-21,951
2019	$336,824	$287,124	$341,750	$49,700
2018	$327,422	$325,762	$292,050	$1,660

LIDMA Inc