LIFESTYLE HEALTH EDUCATION INC (EIN 208708994) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

SALLY KELLY

Phone

5404837775

Tax Period

2023-01-01 to 2023-12-31

LIFESTYLE HEALTH EDUCATION INC, founded in 2007, is a small nonprofit in the Health Care sector that reported $113K in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $109K left a modest 3% surplus.

Mission

To benefit communities with lifestyle health education programs presented by volunteers, both medical professionals and lay trainers, teaching the use of simple natural remedies and lifestyle habits to both treat and rev

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $70,662

Program Service Revenue $6,390

Investment Income $0

Other Revenue $35,922

TOTAL REVENUE $112,974

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,758

Other Expenses $109,403

TOTAL EXPENSES $109,403

Year-over-Year Comparison

	2023	2022	Change
Revenue	$112,974	$74,481	+0.5%
Expenses	$109,403	$54,574	+1.0%
Net Income	$3,571	$19,907	-0.8%

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

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
JOHN H KELLY JR	PRESIDENT/DIRECTOR	001.00	Officer Director	$0	$0	$0
MICHAEL LITTLE	VICE PRESIDENT/DIRECTOR	001.00	Officer Director	$0	$0	$0
VIKI LITTLE	SECRETARY/DIRECTOR	001.00	Officer Director	$0	$0	$0
SALLY KELLY	TREASURER/DIRECTOR	002.00	Officer Director	$0	$0	$0
JOYCE ANN COMBES	DIRECTOR	001.00	Director	$0	$0	$0
DON SOWERS	DIRECTOR	001.00	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	$112,974	$109,403	$62,125	$3,571

LIFESTYLE HEALTH EDUCATION INC