LAKEWOOD RANCH BUSINESS ALLIANCE (EIN 202718333) - 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

BRITTANY LAMONT

Phone

9417571664

Tax Period

2024-01-01 to 2024-12-31

LAKEWOOD RANCH BUSINESS ALLIANCE, founded in 2005, is a small nonprofit in the Community Improvement sector that reported $879K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $852K left a modest 3% surplus.

Mission

TO CONNECT, EDUCATE, AND STRENGTHEN THE BUSINESS COMMUNITY IN THE LAKEWOOD RANCH REGION.

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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 $6,600

Program Service Revenue $801,247

Investment Income $8,376

Other Revenue $62,508

TOTAL REVENUE $878,731

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $449,627

Fundraising Expenses $0

Other Expenses $396,891

TOTAL EXPENSES $851,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$878,731	$740,902	+0.2%
Expenses	$851,518	$708,485	+0.2%
Net Income	$27,213	$32,417	-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

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

$156,481

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID OTTERNESS	CHAIR	8.00	Officer Director	$0	$0	$0
JULIE FANNING	CHAIR-ELECT	8.00	Officer Director	$0	$0	$0
ERIK HANSON	PAST CHAIR	8.00	Officer Director	$0	$0	$0
DARRIN ROHR	DEPUTY CHAIR	8.00	Officer Director	$0	$0	$0
DIANNE KOPCZYNKSI	TREASURER	8.00	Officer Director	$0	$0	$0
KEVIN COOPER	SECRETARY	8.00	Officer Director	$0	$0	$0
ZACH BUFFINGTON	LEGAL COUNSEL	8.00	Director	$0	$0	$0
WAYNE PARRISH	COMMUNICATIONS COMMITTEE	8.00	Director	$0	$0	$0
KEITH PANDALOGLOU	COMMUNITY ENGAGEMENT	8.00	Director	$0	$0	$0
KENT JIMISON	ECONOMIC IMPACT	8.00	Director	$0	$0	$0
ERIN WATSON	EVENT AND PROGRAMMING	8.00	Director	$0	$0	$0
NICK FEATHER	GOVERNMENT AFFAIRS	8.00	Director	$0	$0	$0
ASHLYN MCCARTY	MEMBERSHIP	8.00	Director	$0	$0	$0
ANNEMARIE GRAFF	MEMBERSHIP	8.00	Director	$0	$0	$0
CHARLIE MURPHY	DIRECTOR	8.00	Director	$0	$0	$0
TONI PERREN	DIRECTOR	8.00	Director	$0	$0	$0
JOHN HOLZ	DIRECTOR	8.00	Director	$0	$0	$0
JAVAR BAITY	DIRECTOR	8.00	Director	$0	$0	$0
FRANK MORGAN	DIRECTOR	8.00	Director	$0	$0	$0
TIELER GITTLEMAN	DIRECTOR	8.00	Director	$0	$0	$0
DR KAREN HOLBROOK	DIRECTOR	8.00	Director	$0	$0	$0
BETH GREEN	DIRECTOR	8.00	Director	$0	$0	$0
LISA BARNOTT	SMR REPRESENTATIVE	8.00	Director	$0	$0	$0
ZOE KASPER	YOUNG LEADERS ALLIANCE	8.00	Director	$0	$0	$0
CHE BARNETT	MANATEE COUNTY REPRESENTATIVE	8.00	Director	$0	$0	$0
ROB LEWIS	SARASOTA COUNTY REPRESENTATIVE	8.00	Director	$0	$0	$0
BRITTANY LAMONT	PRESIDENT/CEO	40.00	Officer	$136,191	$20,290	$156,481

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	$878,731	$851,518	$683,731	$27,213
2023	$740,902	$708,485	$694,748	$32,417
2022	$739,573	$667,111	$551,229	$72,462
2021	$596,486	$568,346	$595,119	$28,140
2020	$628,198	$615,646	$467,390	$12,552
2019	$623,266	$625,734	$463,176	$-2,468
2018	$540,118	$516,624	$477,155	$23,494

LAKEWOOD RANCH BUSINESS ALLIANCE