LAKESHORE SUPPORT ORGANIZATION (EIN 260731767) - 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

JOHN D KEMP

Phone

2053137413

Tax Period

2023-10-01 to 2024-09-30

LAKESHORE SUPPORT ORGANIZATION, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $240K in total revenue in fiscal year 2017. Revenue decreased 17% compared to the prior year. Net assets of $16.9M represent 845 months of operating reserves.

Mission

THE LAKESHORE SUPPORT ORGANIZATION EXISTS TO SUPPORT THE PROGRAMS AND ACTIVITIES OF LAKESHORE FOUNDATION.

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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 $0

Program Service Revenue $0

Investment Income $279,190

Other Revenue $0

TOTAL REVENUE $279,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $28,775

TOTAL EXPENSES $28,775

Year-over-Year Comparison

	2023	2022	Change
Revenue	$279,190	$162,555	+0.7%
Expenses	$28,775	$2,027,443	-1.0%
Net Income	$250,415	$-1,864,888	-1.1%

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

$1,042,228

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG SISSON	DIRECTOR AND CHAIRMAN	0.20	Officer Director	$0	$0	$0
WILLIAM HORTON	DIRECTOR AND VICE CHAIRMAN	0.20	Officer Director	$0	$0	$0
FRANK LONG	DIRECTOR AND SECRETARY	0.10	Officer Director	$0	$0	$0
ROBERT COUCH	DIRECTOR AND TREASURER	0.10	Officer Director	$0	$0	$0
WALTER M BEALE JR	DIRECTOR	0.20	Director	$0	$0	$0
WD FOSTER	DIRECTOR	0.10	Director	$0	$0	$0
BRENDA M HACKNEY	DIRECTOR	0.10	Director	$0	$0	$0
GREG JOHNSTON	DIRECTOR	0.10	Director	$0	$0	$0
MICHAEL PATTERSON	DIRECTOR	0.10	Director	$0	$0	$0
DON SCIVLEY	DIRECTOR	0.10	Director	$0	$0	$0
TOM SHUFFLEBARGER	DIRECTOR	0.10	Director	$0	$0	$0
ALLISON STEPHENS	DIRECTOR	0.20	Director	$0	$0	$0
ANDRE TAYLOR	DIRECTOR	0.10	Director	$0	$0	$0
JOEL WELKER	DIRECTOR	0.20	Director	$0	$0	$0
JOHN D KEMP	PRESIDENT	0.10	Officer	$0	$24,357	$367,017
CATHY MILLER	CHIEF OPERATING AND FINANC	0.10	Officer	$0	$21,206	$263,110
JEN ALLRED	CHIEF PROGRAM OFFICER AND	0.10	Officer	$0	$15,364	$211,503
AMY RAUWORTH	CHIEF OF DEVELOPMENT AND S	0.00	Officer	$0	$19,201	$200,598
DEBBIE SMITH	DIRECTOR OF HUMAN RESOURCE	0.00	Highest	$0	$5,325	$134,362
KORHAN ALTIPARMAK	CONTROLLER	0.00	Highest	$0	$5,355	$117,716
CAROL KUTIK	DIRECTOR OF FITNESS & HEAL	0.00	Highest	$0	$4,275	$108,948

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	$279,190	$28,775	$17,402,224	$250,415
2023	$162,555	$2,027,443	$14,666,840	$-1,864,888
2022	$343,272	$2,038,182	$15,507,100	$-1,694,910
2021	$1,906,584	$186,934	$20,535,701	$1,719,650
2020	$930,544	$245,716	$19,681,754	$684,828
2019	$393,899	$343,315	$18,197,933	$50,584
2018	$240,422	$244,540	$16,933,269	$-4,118

LAKESHORE SUPPORT ORGANIZATION