LTO Ventures (EIN 273113274) - 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

2019

Legal Domicile

Principal Officer

Mark L Olson

Phone

7023536540

Tax Period

2023-01-01 to 2023-12-31

LTO Ventures, founded in 2019, is a small nonprofit in the Human Services sector that reported $254K in total revenue in fiscal year 2023. Expenses of $239K left a modest 6% surplus.

Mission

We develop affordable housing, integrated employment, and social engagement options for adults with intellectual or developmental disabilities.

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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 $64,534

Program Service Revenue $189,664

Investment Income $0

Other Revenue $0

TOTAL REVENUE $254,198

Expense Breakdown

Grants Paid $3,132

Salaries & Benefits $121,645

Fundraising Expenses $0

Program Expenses $180,492

Other Expenses $114,146

TOTAL EXPENSES $238,923

Year-over-Year Comparison

	2023	2022	Change
Revenue	$254,198	$246,129	+0.0%
Expenses	$238,923	$245,421	0.0%
Net Income	$15,275	$708	+20.6%

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

$113,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Olson	President & CEO	40.00	Officer	$113,000	$0	$113,000
Michelle Shappie	Director	1.00	Director	$0	$0	$0
Jenai Gaccione	Director	1.00	Director	$0	$0	$0
Kim Breitling	Secretary	1.00	Officer	$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
2023	$254,198	$238,923	$34,770	$15,275
2022	$246,129	$245,421	$24,059	$708
2021	$240,638	$205,849	$25,957	$34,789

LTO Ventures