LEHMAN FOUNDATION (EIN 310928867) - 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

1974

Legal Domicile

Principal Officer

DAN FREYTAG

Phone

9377738747

Tax Period

2022-07-01 to 2023-06-30

LEHMAN FOUNDATION, founded in 1974, is a small nonprofit in the Education sector that reported $651K in total revenue in fiscal year 2022. Revenue surged 256% from the prior year, signaling strong growth momentum. The organization ran a surplus of $578K, a strong 89% operating margin.

Mission

LEHMAN HIGH SCHOOL FOUNDATION SUPPORTS THE STUDENTS AND THE LEHMAN COMMUNITY THROUGH ENGAGEMENT AND DEVELOPMENT TO SECURE THE SCHOOL'S FINANCIAL FUTURE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $20,567

Program Service Revenue $0

Investment Income $630,498

Other Revenue $0

TOTAL REVENUE $651,065

Expense Breakdown

Grants Paid $51,557

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,557

Other Expenses $21,527

TOTAL EXPENSES $73,084

Year-over-Year Comparison

	2022	2021	Change
Revenue	$651,065	$182,915	+2.6%
Expenses	$73,084	$348,122	-0.8%
Net Income	$577,981	$-165,207	-4.5%

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

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
LARRY ELSNER	TREASURER	N/A	Officer Director	$0	$0	$0
JOHN FRANTZ	TRUSTEE	N/A	Director	$0	$0	$0
DAN FREYTAG	PRESIDENT	N/A	Officer Director	$0	$0	$0
JOHN GARMHAUSEN	TRUSTEE	N/A	Director	$0	$0	$0
JEFF HEMM	TRUSTEE	N/A	Director	$0	$0	$0
JORDAN PETERSON	TRUSTEE	N/A	Director	$0	$0	$0
KENNETH SCHLATER	TRUSTEE	N/A	Director	$0	$0	$0
BENNY SCOTT	TRUSTEE	N/A	Director	$0	$0	$0
HEATHER SEVER	TRUSTEE	N/A	Director	$0	$0	$0
DENNIS SOLLMANN	TRUSTEE	N/A	Director	$0	$0	$0
GERRY ULRICH	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JOHN WESTERHEIDE	TRUSTEE	N/A	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	No data	No data	No data	No data
2023	$651,065	$73,084	$2,790,680	$577,981
2022	$182,915	$348,122	$2,559,508	$-165,207
2021	$315,708	$173,764	$3,140,050	$141,944
2019	$322,715	$250,802	$2,530,182	$71,913
2018	$286,599	$136,478	$2,323,976	$150,121

LEHMAN FOUNDATION