LAKEMARY CENTER ENDOWMENT ASSOCIATION (EIN 237423516) - 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

1974

Legal Domicile

Principal Officer

CAROLYN JACOBS

Phone

9135574000

Tax Period

2018-07-01 to 2019-06-30

LAKEMARY CENTER ENDOWMENT ASSOCIATION, founded in 1974, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2018. Revenue surged 93% from the prior year, signaling strong growth momentum. Expenses of $7.9M exceeded revenue, resulting in a 316% operating deficit.

Mission

TO PROVIDE SUPPORT TO LAKEMARY CENTER, INC.

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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 (2018)

Revenue Breakdown

Contributions & Grants $1,534,586

Program Service Revenue $0

Investment Income $294,566

Other Revenue $67,639

TOTAL REVENUE $1,896,791

Expense Breakdown

Grants Paid $288,145

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,793,798

Other Expenses $7,593,756

TOTAL EXPENSES $7,881,901

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,896,791	$982,836	+0.9%
Expenses	$7,881,901	$678,015	+10.6%
Net Income	$-5,985,110	$304,821	-20.6%

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

344

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 FISHER	TRUSTEE/V-PRES	1.00	Officer Director	$0	$0	$0
CAROLYN JACOBS	TRUSTEE/TREASURER	1.00	Officer Director	$0	$0	$0
MIKE EVERETT	TRUSTEE	1.00	Director	$0	$0	$0
TEDDI HERNANDEZ	TRUSTEE	1.00	Director	$0	$0	$0
JOAN HORAN	TRUSTEE	1.00	Director	$0	$0	$0
TIM LANG	TRUSTEE	1.00	Director	$0	$0	$0
TOMMY ELMS	TRUSTEE	1.00	Director	$0	$0	$0
MIKE SANDERS	TRUSTEE	1.00	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
2019	$1,896,791	$7,881,901	No data	$-5,985,110
2018	$982,836	$678,015	$5,956,674	$304,821

LAKEMARY CENTER ENDOWMENT ASSOCIATION