SYLVAN LAKE IMPROVEMENT ASSOC

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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

1908

Legal Domicile

Principal Officer

ROBERTA STONE

Tax Period

2023-01-01 to 2023-12-31

SYLVAN LAKE IMPROVEMENT ASSOC, founded in 1908, is a micro nonprofit in the Animal-Related sector that reported $99K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $190K exceeded revenue, resulting in a 91% operating deficit.

Mission

TO PROVIDE ASSISTANCE, TO ENHANCE WILDLIFE CONSERVATION, NATURAL BEAUTY AND RECREATION BY MEMBERS OF THE ASSOCIATION AND NO OTHER

Program Service Accomplishments

Program 1

Expenses: $11,213 Revenue: $400

WEED AND WATER QUALITY CONTROL TO PREVENT PROBLEMS ASSOCIATED WITH

Program 2

Expenses: $20,000 Revenue: $4,862

COMMUNITY FIREWORKS

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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 $31,013

Program Service Revenue $14,334

Investment Income $145

Other Revenue $53,844

TOTAL REVENUE $99,336

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $93,973

Fundraising Expenses $0

Program Expenses $31,213

Other Expenses $93,783

TOTAL EXPENSES $189,756

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,336	$145,908	-0.3%
Expenses	$189,756	$342,150	-0.4%
Net Income	$-90,420	$-196,242	-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

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

$12,000

Total Directors

$49,099

Key Employees

$14,450

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN EHINGER	DIRECTOR	8	Director	$7,200	$0	$7,200
NICK HEFFNER	DIRECTOR	2	Director	$0	$0	$0
DAVID HOLLIDAY	DIRECTOR	15	Director	$19,850	$0	$19,850
CRAIG TREES	DIRECTOR	2	Director	$0	$0	$0
LYNN SPIDEL	DIRECTOR	2	Director	$0	$0	$0
LARRY ALLEN	DIRECTOR	2	Director	$0	$0	$0
VICKY FIANDT	DIRECTOR	8	Director	$10,049	$0	$10,049
EDWARD BASKET	DIRECTOR	2	Director	$0	$0	$0
KEITH MERRIAMA	DIRECTOR	2	Director	$0	$0	$0
JOSEPH COSTELL	DIRECTOR	2	Director	$0	$0	$0
ROGER STIENECK	DIRECTOR	2	Director	$0	$0	$0
PAT COSTELLO	DIRECTOR	2	Director	$0	$0	$0
JOHN LIPASEK	DIRECTOR	2	Director	$0	$0	$0
KATIE LEY	DIRECTOR	2	Director	$0	$0	$0
NATE JOHNSON	DIRECTOR	2	Director	$0	$0	$0
RANDY MORRIS	DIRECTOR	2	Director	$0	$0	$0
ROBERTA STONE	PRESIDENT	10	Officer Director	$8,000	$0	$8,000
DAN DIGGINS	VICE PRESIDENT	2	Officer Director	$0	$0	$0
JUSTINE KUZNIA	TREASURER	2	Officer Director	$0	$0	$0
JESSICA MORRIS	SECRETARY	2	Officer Director	$4,000	$0	$4,000
TAMARA BAILEY	KEY EMPLOYEE	10	Key Emp	$14,450	$0	$14,450

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	$99,336	$189,756	$1,833,740	$-90,420
2022	$145,908	$342,150	$1,865,410	$-196,242
2021	$426,302	$177,460	$2,144,209	$248,842
2020	$246,338	$206,243	$1,826,707	$40,095
2019	$274,970	$255,297	$1,779,355	$19,673