LIFESPAN INC (EIN 310536660) - 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

1945

Legal Domicile

Phone

5138683210

Tax Period

2024-07-01 to 2025-06-30

LIFESPAN INC, founded in 1945, is a community nonprofit in the Human Services sector that reported $4.3M in total revenue in fiscal year 2024. The organization ran a surplus of $718K, a strong 17% operating margin.

Mission

STRENGTHEN FAMILIES AND INDIVIDUALS WHO SEEK TO IMPROVE THE QUALITY OF THEIR LIVES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $134,177

Program Service Revenue $3,950,473

Investment Income $194,186

Other Revenue $29,289

TOTAL REVENUE $4,308,125

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,010,247

Fundraising Expenses $0

Program Expenses $3,133,946

Other Expenses $579,409

TOTAL EXPENSES $3,589,656

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,308,125	$4,284,912	+0.0%
Expenses	$3,589,656	$3,908,186	-0.1%
Net Income	$718,469	$376,726	+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

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

$965,339

Total Directors

$597,191

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT KIRKPATRICK	PRESIDENT & CEO	6.0	Officer Director	$0	$74,628	$597,191
DR WILLIAM FANT	VICE CHAIR	1.0	Officer Director	$0	$0	$0
NICK ZIEPFEL	CHAIR	1.0	Officer Director	$0	$0	$0
PETE ABNER	TREASURER	1.0	Officer Director	$0	$0	$0
RANDY OPPENHEIMER	SECRETARY	1.0	Officer Director	$0	$0	$0
ANDREW SCHUSTER	TRUSTEE	1.0	Director	$0	$0	$0
JOHN KIRSCH	PAST CHAIR	1.0	Director	$0	$0	$0
JON WHALEN	TRUSTEE	1.0	Director	$0	$0	$0
LARRY MULLIGAN	TRUSTEE	1.0	Director	$0	$0	$0
NEIL COHEN	TRUSTEE	1.0	Director	$0	$0	$0
RAQUEL LOVEBERRY	TRUSTEE	1.0	Director	$0	$0	$0
ROB WEIGEL	TRUSTEE	1.0	Director	$0	$0	$0
ROBIN MILLER	TRUSTEE	1.0	Director	$0	$0	$0
TIMOTHY EGLOFF	TRUSTEE	1.0	Director	$0	$0	$0
BRIAN KRAUSE	CHIEF FINANCIAL OFFICER	6.0	Officer	$0	$35,017	$368,148

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	$4,308,125	$3,589,656	$6,923,160	$718,469
2024	$4,284,912	$3,908,186	$6,870,984	$376,726
2023	$4,946,542	$3,659,355	$6,841,965	$1,287,187
2022	$4,692,081	$3,650,550	$5,279,519	$1,041,531
2021	$4,287,987	$3,809,353	$5,139,937	$478,634
2020	$4,123,214	$3,947,664	$3,817,830	$175,550
2019	$4,121,448	$4,102,477	$3,403,178	$18,971
2018	$3,933,185	$3,912,008	$3,390,475	$21,177

LIFESPAN INC