Lakewood Preschool at San Jose Inc (Formerly Lakewood United Methodist Pres (EIN 300590880) - 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

Bethany Coleman

Phone

9047339877

Tax Period

2023-07-01 to 2024-06-30

Lakewood Preschool at San Jose Inc (Formerly Lakewood United Methodist Pres, founded in 2009, is a small nonprofit that reported $419K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

Religious preschool for one year old children through pre-k. We provide religious education, prep school education, interaction with other children and teachers concentrating on education and teaching religious curriculm about God and Jesus and the values of a Christian Life.

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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 $51,969

Program Service Revenue $366,839

Investment Income $102

Other Revenue $0

TOTAL REVENUE $418,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $321,713

Fundraising Expenses $0

Program Expenses $306,830

Other Expenses $123,259

TOTAL EXPENSES $444,972

Year-over-Year Comparison

	2023	2022	Change
Revenue	$418,910	$464,000	-0.1%
Expenses	$444,972	$465,407	0.0%
Net Income	$-26,062	$-1,407	+17.5%

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

N/A

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

$35,910

Key Employees

$30,357

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Thompson	Director	40.00	Director Key Emp	$21,304	$0	$21,304
Jane Wilcox	Director	40.00	Director Key Emp	$9,053	$0	$9,053
Bethany Coleman	Chairman of the Board	5.00	Director	$5,553	$0	$5,553
Don Thompson Jr	Director	5.00	Director	$0	$0	$0
Don Zeisev	Director	1.00	Director	$0	$0	$0
Pat Zeisev	Director	1.00	Director	$0	$0	$0
Jane Green	Director	1.00	Director	$0	$0	$0
Pam Winar	Director	1.00	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	$418,910	$444,972	$44,179	$-26,062
2023	$464,000	$465,407	$79,538	$-1,407
2022	$485,923	$437,512	$54,169	$48,411
2021	$397,884	$432,087	$71,355	$-34,203
2020	$351,956	$415,565	$106,235	$-63,609
2019	$354,210	$344,031	$156,088	$10,179

Lakewood Preschool at San Jose Inc (Formerly Lakewood United Methodist Pres