LAKESHORE COMMUNITY FOUNDATION INC

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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

RACHEL E WIEGERT

Phone

9206825222

Tax Period

2025-01-01 to 2025-12-31

LAKESHORE COMMUNITY FOUNDATION INC, founded in 2009, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $26.5M in total revenue in fiscal year 2025. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22.8M, a strong 86% operating margin.

Mission

MISSION STATEMENT: TO GATHER, GROW, AND GIVE ENDOWED CHARITABLE FINANCIAL RESOURCES TO BUILD STRONGER, MORE VIBRANT COMMUNITIES NOW AND INTO THE FUTURE.VALUE STATEMENT:WE ARE COMMITTED TO MANAGING OUR CLIENTS' PHILANTHROPIC ENDOWMENTS IN PERPETUITY, WITH A FOCUS ON MINIMIZING COSTS AND FEES TO MAXIMIZE THEIR IMPACT ON THE GRANTEES THEY CARE ABOUT MOST. OUR PRIORITY REMAINS SOLELY ON SUPPORTING OUR CLIENTS' CHARITABLE GOALS, THEREBY STRENGTHENING OUR COMMUNITIES THROUGHOUT THE LAKESHORE AREA AND BEYOND.

Program Service Accomplishments

Program 1

Expenses: $3,273,198 Revenue: $130,497

LAKESHORE COMMUNITY FOUNDATION, INC. IS A TAX EXEMPT PUBLIC CHARITY ORGANIZED TO PROMOTE AND MANAGE ENDOWMENT FUNDS PRIMARILY FOR THE BENEFIT OF SHEBOYGAN AND MANITOWOC COUNTIES. THE FOUNDATION...

LAKESHORE COMMUNITY FOUNDATION, INC. IS A TAX EXEMPT PUBLIC CHARITY ORGANIZED TO PROMOTE AND MANAGE ENDOWMENT FUNDS PRIMARILY FOR THE BENEFIT OF SHEBOYGAN AND MANITOWOC COUNTIES. THE FOUNDATION RECEIVES, ADMINISTERS, AND DISTRIBUTES GIFTS FROM INDIVIDUALS AND ORGANIZATIONS FOR THE LONG TERM BENEFIT OF THE COUNTIES IT SERVES. DURING 2025, THE FOUNDATION ADDED SIX NEW FUNDS TO ITS PORTFOLIO FOR A TOTAL OF 111 FUNDS WITH AN AGGREGATE MARKET VALUE OF $150.5 MILLION AT YEAR END. AVERAGE FUND SIZE WAS $1.4 MILLION. DURING 2025, GROWTH IN GIFTS TO NEW AND EXISTING FUNDS WAS $21.7 MILLION. THE FOUNDATION ISSUED 349 GRANTS DURING 2025 TOTALING $4.3 MILLION. SINCE THE FIRST FUND WAS ESTABLISHED IN MAY 2011, THE FOUNDATION HAS DISTRIBUTED $29.2 MILLION IN GRANTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $20,419,398

Program Service Revenue $130,497

Investment Income $5,924,443

Other Revenue $0

TOTAL REVENUE $26,474,338

Expense Breakdown

Grants Paid $3,017,961

Salaries & Benefits $429,440

Fundraising Expenses $61,143

Program Expenses $3,273,198

Other Expenses $209,700

TOTAL EXPENSES $3,657,101

Year-over-Year Comparison

	2025	2024	Change
Revenue	$26,474,338	$16,802,979	+0.6%
Expenses	$3,657,101	$1,980,681	+0.8%
Net Income	$22,817,237	$14,822,298	+0.5%

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

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

$199,734

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS ASCHENBRENNER	CHAIRMAN	5.00	Officer Director	$0	$0	$0
JAMES VOPAT	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
THOMAS BARE	TREASURER	2.00	Officer Director	$0	$0	$0
JANE PFEFFER	SECRETARY	1.50	Officer Director	$0	$0	$0
RICHARD BALGE	DIRECTOR	1.50	Director	$0	$0	$0
RANDALL OLM	DIRECTOR	1.50	Director	$0	$0	$0
GRANT PAULY	DIRECTOR	1.50	Director	$0	$0	$0
ALEX ALLIE	DIRECTOR	2.00	Director	$0	$0	$0
PAMELA LANGAN	DIRECTOR	1.50	Director	$0	$0	$0
RACHEL WIEGERT	CHIEF EXECUTIVE OFFICER	50.00	Officer	$175,002	$24,732	$199,734

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
2025	$26,474,338	$3,657,101	$155,148,586	$22,817,237
2024	$16,802,979	$1,980,681	$115,562,778	$14,822,298
2023	$13,617,516	$1,791,149	$91,205,472	$11,826,367
2022	$7,908,496	$2,163,783	$68,694,276	$5,744,713
2021	$5,447,906	$2,442,942	$63,225,360	$3,004,964
2020	$5,804,864	$1,745,009	$53,091,226	$4,059,855
2019	$4,685,331	$1,555,210	$43,299,229	$3,130,121
2018	$6,212,603	$1,840,671	$33,795,235	$4,371,932