The Lavilla Foundation Inc (EIN 272990050) - 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

2010

Legal Domicile

Principal Officer

Shawn Pendry

Phone

9046336069

Tax Period

2023-07-01 to 2024-06-30

The Lavilla Foundation Inc, founded in 2010, is a micro nonprofit in the Education sector that reported $64K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

LAVILLA FOUNDATION WAS FORMED TO PROVIDE STUDENTS WITH THE SKILLS THEY NEED TO BECOME INNOVATIVE, ACTIVE MEMBERS OF OUR COMMUNITY THROUGH ARTISTIC AND CREATIVE ENDEAVORS

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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 $63,938

Program Service Revenue $0

Investment Income $11

Other Revenue $0

TOTAL REVENUE $63,949

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,125

Other Expenses $67,125

TOTAL EXPENSES $67,125

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,949	$85,401	-0.3%
Expenses	$67,125	$96,968	-0.3%
Net Income	$-3,176	$-11,567	-0.7%

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
Tracey Millic	President	2.00	Director	$0	$0	$0
Shawn Pendry	Creative Director	40.00	Director	$0	$0	$0
Theresa Moreau	Creative Director	40.00	Director	$0	$0	$0
Anna Welch	Treasurer	2.00	Director	$0	$0	$0
Vanessa Caballero	Secretary	2.00	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
2025	No data	No data	No data	No data
2024	$63,949	$67,125	$10,175	$-3,176
2023	$85,401	$96,968	No data	$-11,567
2022	$46,022	$36,920	$27,749	$9,102
2020	$54,243	$53,076	$9,658	$1,167
2019	$103,101	$105,812	$3,262	$-2,711

The Lavilla Foundation Inc