LAKEWOOD HOLDING COMPANY INC (EIN 260388078) - 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

2007

Legal Domicile

Principal Officer

MARK REID

Phone

8163732505

Tax Period

2024-01-01 to 2024-12-31

LAKEWOOD HOLDING COMPANY INC, founded in 2007, is a community nonprofit in the Recreation & Sports sector that reported $2.6M in total revenue in fiscal year 2024. The organization ran a surplus of $456K, a strong 18% operating margin.

Mission

PROVIDE SERVICES TO MEMBERS OF THE COUNTRY CLUB

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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 $0

Program Service Revenue $2,157,213

Investment Income $185

Other Revenue $419,455

TOTAL REVENUE $2,576,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,009,113

Fundraising Expenses $0

Program Expenses $1,523,206

Other Expenses $1,111,906

TOTAL EXPENSES $2,121,019

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,576,853	$2,442,060	+0.1%
Expenses	$2,121,019	$1,999,476	+0.1%
Net Income	$455,834	$442,584	+0.0%

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

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
JAMES TREU	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
JON SNOW	BOARD VICE-PRESIDENT	1.00	Director	$0	$0	$0
JONATHAN BUSCHMANN	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
KIM CURRAN	BOARD SECRETARY	1.00	Director	$0	$0	$0
DEBBIE STALNAKER	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW CROCKER	DIRECTOR	1.00	Director	$0	$0	$0
ROB REGIER	DIRECTOR	1.00	Director	$0	$0	$0
DREW REYNOLDS	DIRECTOR	1.00	Director	$0	$0	$0
RANDY WISTHOFF	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	$2,576,853	$2,121,019	$2,780,932	$455,834
2023	$2,442,060	$1,999,476	$3,413,394	$442,584
2022	$2,525,704	$1,960,935	$2,609,647	$564,769
2021	$2,235,746	$1,787,736	$1,872,715	$448,010
2020	$1,898,350	$1,800,514	$1,511,917	$97,836
2019	$1,778,256	$1,677,837	$1,601,115	$100,419
2018	$1,749,757	$1,688,157	$1,617,356	$61,600

LAKEWOOD HOLDING COMPANY INC