Lake Geauga Educational Assistance Foundation (EIN 341640416) - 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

1989

Legal Domicile

Principal Officer

Patricia Egan

Phone

4405257095

Tax Period

2022-07-01 to 2023-06-30

Lake Geauga Educational Assistance Foundation, founded in 1989, is a small nonprofit in the Education sector that reported $480K in total revenue in fiscal year 2022. Revenue decreased 18% compared to the prior year. Expenses of $432K left a modest 10% surplus.

Mission

LEAF empowers learners to plan for their future through career, education, and financial aid advisory services.

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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 $204,512

Program Service Revenue $268,398

Investment Income $182

Other Revenue $7,064

TOTAL REVENUE $480,156

Expense Breakdown

Grants Paid $62,250

Salaries & Benefits $288,701

Fundraising Expenses $36,875

Program Expenses $331,388

Other Expenses $81,327

TOTAL EXPENSES $432,278

Year-over-Year Comparison

	2022	2021	Change
Revenue	$480,156	$586,976	-0.2%
Expenses	$432,278	$481,719	-0.1%
Net Income	$47,878	$105,257	-0.5%

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

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

$84,050

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patricia G Eagen	Executive Director	40.0	Officer	$80,348	$0	$80,348
Dr Trista Warren	Executive Director	40.0	Officer	$3,594	$108	$3,702
Keith Hohman	President	5.0	Officer Director	$0	$0	$0
Megan Krippel	Vice President	5.0	Officer Director	$0	$0	$0
Hallie Pallante	Treasurer	5.0	Officer Director	$0	$0	$0
Jacqueline Sherry	Secretary	5.0	Officer Director	$0	$0	$0
Amy Capitena-DuFour	Director	2.0	Director	$0	$0	$0
Linda Mangosh	Director	2.0	Director	$0	$0	$0
Robert Malinowski	Director	2.0	Director	$0	$0	$0
Anthony Podojil	Director	2.0	Director	$0	$0	$0
Tamee Tucker	Director	2.0	Director	$0	$0	$0
Brandon Robinson	Director	2.0	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	$480,156	$432,278	$365,512	$47,878
2022	$586,976	$481,719	$301,055	$105,257
2021	$440,578	$416,810	$203,478	$23,768
2020	$407,443	$415,807	$186,131	$-8,364
2019	$256,646	$360,934	$143,246	$-104,288
2018	$419,188	$379,668	$249,332	$39,520

Lake Geauga Educational Assistance Foundation