LAKE SHORE CLUB DISTRICT ASSOCIATION (EIN 256056001) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Phone

8145808383

Tax Period

2023-01-01 to 2023-12-31

LAKE SHORE CLUB DISTRICT ASSOCIATION, founded in 1957, is a small nonprofit that reported $217K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $308K exceeded revenue, resulting in a 42% operating deficit.

Mission

ADMINISTER WATER SUPPLY AND SALE OF PAPER STREETS, ELIMINATION OF OUTBUILDINGS AND FENCES, STUDYING THE WATER SUPPLY, BEAUTIFY THE NEIGHBORHOOD AND ENHANCING THE RELATIONS BETWEEN NEIGHBORS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $194,284

Investment Income $9,603

Other Revenue $12,846

TOTAL REVENUE $216,733

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $308,121

Other Expenses $308,121

TOTAL EXPENSES $308,121

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,733	$234,882	-0.1%
Expenses	$308,121	$317,019	0.0%
Net Income	$-91,388	$-82,137	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
NORBERT TROCKI	President	2.00	Officer Director	$0	$0	$0
HEIDI MYERS	Director	1.00	Director	$0	$0	$0
MICHAEL MOMEYER	Director	1.00	Director	$0	$0	$0
LAURA HERBE	Director	1.00	Director	$0	$0	$0
PAUL ZEBROWSKI	Director	1.00	Director	$0	$0	$0
CHRISTOPHER SHEARS	Vice President	1.00	Officer Director	$0	$0	$0
ANNA GALLAGHER	Director	1.00	Director	$0	$0	$0
THOMAS JONES	Director	1.00	Director	$0	$0	$0
ANDREW A ERIN T DURAN	Director	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
2024	No data	No data	No data	No data
2023	$216,733	$308,121	$653,716	$-91,388
2022	$234,882	$317,019	$717,633	$-82,137
2021	$253,108	$330,900	$837,558	$-77,792
2020	$246,917	$319,475	$913,800	$-72,558
2019	$206,065	$324,656	$983,179	$-118,591
2018	$227,573	$304,260	$1,086,062	$-76,687

LAKE SHORE CLUB DISTRICT ASSOCIATION