LAKE BROWNWOOD CHRISTIAN RETREAT ENDOWMENT FOUNDATION (EIN 264732719) - 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

2009

Legal Domicile

Principal Officer

JERRY PRATHER

Phone

3257845133

Tax Period

2023-01-01 to 2023-12-31

LAKE BROWNWOOD CHRISTIAN RETREAT ENDOWMENT FOUNDATION, founded in 2009, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $16K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $31K exceeded revenue, resulting in a 99% operating deficit.

Mission

TO HOLD AND INVEST FUNDS TO BE DISTRIBUTED FOR USE BY THE LAKE BROWNWOOD CHRISTIAN RETREAT. THE FOUNDATION SHALL ONLY DISTRIBUTE ITS FUNDS TO OR FOR THE BENEFIT OF THE SUPPORTED ORGANIZATION.

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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 $0

Program Service Revenue $0

Investment Income $15,681

Other Revenue $0

TOTAL REVENUE $15,681

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,225

Other Expenses $31,225

TOTAL EXPENSES $31,225

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,681	$21,314	-0.3%
Expenses	$31,225	$136,901	-0.8%
Net Income	$-15,544	$-115,587	-0.9%

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
ONEAL WESTBROOK	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
GARY LINDAHL	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARON MCDONALD	SECRETARY	1.00	Officer Director	$0	$0	$0
JERRY PRATHER	TREASURER	1.00	Officer 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	$15,681	$31,225	$614,465	$-15,544
2022	$21,314	$136,901	$569,738	$-115,587
2021	$90,729	$37,855	$685,325	$52,874
2020	$72,268	$30,567	$632,450	$41,701
2019	$109,783	$32,211	$590,749	$77,572
2018	$13,004	$61,416	$513,177	$-48,412

LAKE BROWNWOOD CHRISTIAN RETREAT ENDOWMENT FOUNDATION