LAKESIDE LEGACY FOUNDATION (EIN 331006907) - 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

2002

Legal Domicile

Principal Officer

MURRAY CRABTREE

Phone

8154558000

Tax Period

2024-01-01 to 2024-12-31

LAKESIDE LEGACY FOUNDATION, founded in 2002, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.1M left a modest 5% surplus.

Mission

THE FOUNDATION'S MISSION IS TO PRESERVE AND PROTECT THE DOLE MANSION AND LAKESIDE PROPERTY FOR COMMUNITY USE IN A NATURAL AND HISTORIC SETTING.

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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 $295,374

Program Service Revenue $350,655

Investment Income $5,777

Other Revenue $527,447

TOTAL REVENUE $1,179,253

Expense Breakdown

Grants Paid $0

Salaries & Benefits $399,081

Fundraising Expenses $8,471

Program Expenses $855,081

Other Expenses $719,414

TOTAL EXPENSES $1,118,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,179,253	$1,152,236	+0.0%
Expenses	$1,118,495	$1,131,739	0.0%
Net Income	$60,758	$20,497	+2.0%

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

992

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
MURRAY CRABTREE	TREASURER	5.00	Officer Director	$0	$0	$0
BOB FLECK	MEMBER	1.00	Director	$0	$0	$0
JEFF FOX	MEMBER	1.00	Director	$0	$0	$0
KRISTEN GEORGY	MEMBER	1.00	Director	$0	$0	$0
MARCY GOLONKA	MEMBER	1.00	Director	$0	$0	$0
JACK GREEN	MEMBER	1.00	Director	$0	$0	$0
JAY LECOQUE	PRESIDENT	10.00	Officer Director	$0	$0	$0
PAUL LEECH	MEMBER	1.00	Director	$0	$0	$0
MARTIN MOISTER	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
RONALD RUSSELL	MEMBER	5.00	Director	$0	$0	$0
ROGER WHITMAN	MEMBER	5.00	Director	$0	$0	$0
KATHLEEN WOOLEY	SECRETARY	3.00	Officer 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	$1,179,253	$1,118,495	$3,126,246	$60,758
2023	$1,152,236	$1,131,739	$3,112,502	$20,497
2023	$1,152,236	$1,131,739	$3,112,502	$20,497
2022	$1,030,789	$831,609	$3,210,251	$199,180
2022	$1,030,789	$831,609	$3,210,251	$199,180
2021	$938,267	$657,590	$2,955,150	$280,677
2020	$899,364	$592,908	$2,859,576	$306,456
2019	$664,671	$718,109	$2,615,703	$-53,438
2018	$711,024	$678,743	$2,665,770	$32,281

LAKESIDE LEGACY FOUNDATION