Lyme Disease Association Inc (EIN 223123551) - 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

1992

Legal Domicile

Principal Officer

Patricia V Smith

Phone

8883666611

Tax Period

2023-01-01 to 2023-12-31

Lyme Disease Association Inc, founded in 1992, is a small nonprofit that reported $330K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $73K, a strong 22% operating margin.

Mission

Lyme Disease Association (LDA) raises funds for research, education, prevention and patient support. LDA partnered to establish Columbia Un. Lyme & Tick-Borne Diseases Research Center. Provides research grants, LymeAid 4 Kids, physician conferences, public presentations.

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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 $330,238

Program Service Revenue $0

Investment Income $231

Other Revenue $0

TOTAL REVENUE $330,469

Expense Breakdown

Grants Paid $39,755

Salaries & Benefits $0

Fundraising Expenses $1,924

Program Expenses $240,077

Other Expenses $217,965

TOTAL EXPENSES $257,720

Year-over-Year Comparison

	2023	2022	Change
Revenue	$330,469	$279,003	+0.2%
Expenses	$257,720	$280,669	-0.1%
Net Income	$72,749	$-1,666	-44.7%

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

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
Patricia V Smith	President	56.00	Officer Director	$0	$0	$0
Corey Lakin	2nd Vice Pres.	1.50	Officer Director	$0	$0	$0
Ruth Waddington	Secretary	10.00	Officer Director	$0	$0	$0
Jeannine Phillips	Director	9.00	Director	$0	$0	$0
Richard Smith	V P/Treasurer	4.00	Officer Director	$0	$0	$0
Timothy Lynagh	Director	10.00	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	$330,469	$257,720	$556,186	$72,749
2022	$279,003	$280,669	$494,539	$-1,666
2021	$312,342	$294,484	$496,596	$17,858
2020	$247,877	$256,112	$494,581	$-8,235
2019	$377,399	$491,488	$536,785	$-114,089
2018	$533,408	$428,093	$659,438	$105,315

Lyme Disease Association Inc