THE FOUNDATION OF LAGUNA WOODS VILLAGE (EIN 330757151) - 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

1997

Phone

9492682246

Tax Period

2025-01-01 to 2025-12-31

THE FOUNDATION OF LAGUNA WOODS VILLAGE, founded in 1997, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2025. Revenue surged 244% from the prior year, signaling strong growth momentum. The organization ran a surplus of $794K, a strong 63% operating margin.

Mission

TO PROVIDE TEMPORARY EMERGENCY ASSISTANCE TO THE RESIDENTS OF LAGUNA WOODS VILLAGE. HELP IS PROVIDED INVOLVING SHORTAGES OF FOOD, MEDICATIONS, UTILITIES, HEARING AIDS, CARE, MEALS AND ADULT DAY CARE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,167,000

Program Service Revenue $0

Investment Income $95,806

Other Revenue $5,150

TOTAL REVENUE $1,267,956

Expense Breakdown

Grants Paid $448,744

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $448,744

Other Expenses $24,987

TOTAL EXPENSES $473,731

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,267,956	$368,946	+2.4%
Expenses	$473,731	$299,619	+0.6%
Net Income	$794,225	$69,327	+10.5%

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
MARCY SHEINWOLD JD	President	10.00	Officer Director	$0	$0	$0
MARGOT GILISON	Vice President	10.00	Officer Director	$0	$0	$0
JOEL GOLDSTEIN PHD	Vice President	10.00	Officer Director	$0	$0	$0
SHARON PHILLIPS	Treasurer	10.00	Officer Director	$0	$0	$0
ANNE LLEWELLYN	Secretary	10.00	Officer Director	$0	$0	$0
CHRISTINE COLLINS	Director	5.00	Director	$0	$0	$0
DEBRA DAVID PhD	Director	5.00	Director	$0	$0	$0
DIANE LEVIN	Director	5.00	Director	$0	$0	$0
GAEL MCPHERSON POST	Director	5.00	Director	$0	$0	$0
ALISON BOK	Director	5.00	Director	$0	$0	$0
ILENE MUNZINGER MA	Director	5.00	Director	$0	$0	$0
MOLLY BYOCK	Director	5.00	Director	$0	$0	$0
JANET SU	Director	5.00	Director	$0	$0	$0
CANDACE TYSDAL	Director	5.00	Director	$0	$0	$0
BETH PERAK PhD	Director	5.00	Director	$0	$0	$0
GERALD LUDLUM	Director	5.00	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	$1,267,956	$473,731	$3,280,992	$794,225
2024	$368,946	$299,619	$2,356,864	$69,327
2023	$1,687,174	$317,683	$2,225,703	$1,369,491
2022	$218,174	$231,919	$842,789	$-13,745
2021	$325,775	$242,767	$856,534	$83,008
2020	$187,983	$262,486	$773,525	$-74,503
2019	$247,037	$310,873	$846,173	$-63,836
2018	$282,850	$276,723	$911,291	$6,127

THE FOUNDATION OF LAGUNA WOODS VILLAGE