The Lambda Foundation -Western Reserve (EIN 341654553) - 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

1949

Legal Domicile

Principal Officer

Jonathan Yulish

Phone

3174736657

Tax Period

2023-01-01 to 2023-12-31

The Lambda Foundation -Western Reserve, founded in 1949, is a small nonprofit that reported $301K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $147K, a strong 49% operating margin.

Mission

Organization provides housing and other services to undergraduate members of Lambda Chapter of Zeta Beta Tau who attend Case Western Reserve University

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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 $0

Program Service Revenue $170,360

Investment Income $14,367

Other Revenue $116,745

TOTAL REVENUE $301,472

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $154,024

TOTAL EXPENSES $154,024

Year-over-Year Comparison

	2023	2022	Change
Revenue	$301,472	$229,188	+0.3%
Expenses	$154,024	$181,196	-0.1%
Net Income	$147,448	$47,992	+2.1%

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

N/A

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
Jon Yulish	President	005.00	Director	$0	$0	$0
James K Ciroli	Vice President	005.00	Director	$0	$0	$0
Faron A Lewitt	Treasurer	005.00	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
2024	No data	No data	No data	No data
2023	$301,472	$154,024	$1,854,989	$147,448
2022	$229,188	$181,196	$1,733,750	$47,992
2022	$229,188	$181,196	$1,733,750	$47,992
2021	$214,328	$178,389	$1,766,533	$35,939
2021	$234,763	$141,036	$1,870,453	$93,727
2020	$90,021	$151,957	$616,056	$-61,936
2018	$222,779	$156,602	$427,043	$66,177

The Lambda Foundation -Western Reserve