Lake Maxinkuckee Environmental Fund Inc (EIN 311071826) - 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

1991

Legal Domicile

Principal Officer

Adam Thada

Phone

5748423686

Tax Period

2023-01-01 to 2023-12-31

Lake Maxinkuckee Environmental Fund Inc, founded in 1991, is a small nonprofit in the Environment sector that reported $401K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $258K, a strong 64% operating margin.

Mission

the preservation of an ecologically sound Lake Maxinkuckee and its surrounding watershed

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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 $365,256

Program Service Revenue $0

Investment Income $35,414

Other Revenue $195

TOTAL REVENUE $400,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,277

Fundraising Expenses $4,388

Program Expenses $98,860

Other Expenses $141,070

TOTAL EXPENSES $143,347

Year-over-Year Comparison

	2023	2022	Change
Revenue	$400,865	$326,157	+0.2%
Expenses	$143,347	$182,494	-0.2%
Net Income	$257,518	$143,663	+0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wendy Loehr	Treasurer	1.00	Officer	$0	$0	$0
Abbe Starr	Chairman	1.00	Officer	$0	$0	$0
Cheryl Bird	Vice Chairman	1.00	Officer	$0	$0	$0
Deborah Palmer	Secretary	2.00	Officer	$0	$0	$0
Jackson Hazlewood	Board Member	N/A	Director	$0	$0	$0
Amy Henderson	Board Member	N/A	Director	$0	$0	$0
Chris Kline	Board Member	N/A	Director	$0	$0	$0
Chris LaMothe	Board Member	N/A	Director	$0	$0	$0
Mark Levett	Board Member	N/A	Director	$0	$0	$0
Carly Irsay-Gordon	Board Member	N/A	Director	$0	$0	$0
Dave Haist	Board Member	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
2024	No data	No data	No data	No data
2023	$400,865	$143,347	$1,604,263	$257,518
2022	$326,157	$182,494	$1,227,088	$143,663
2021	$473,373	$127,272	$1,360,636	$346,101
2020	$444,031	$598,119	$1,014,535	$-154,088
2019	$555,246	$176,675	$1,168,623	$378,571
2018	$125,148	$128,506	$790,052	$-3,358

Lake Maxinkuckee Environmental Fund Inc