LONGBOAT KEY CENTER FOR HEALTHY LIVING INC (EIN 352548455) - 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

2015

Legal Domicile

Principal Officer

BARBARA KOETSIER

Phone

9413836493

Tax Period

2023-01-01 to 2023-12-31

LONGBOAT KEY CENTER FOR HEALTHY LIVING INC, founded in 2015, is a small nonprofit in the Health Care sector that reported $249K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $285K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO FACILITATE THE PROVISION OF MEDICAL CARE, MEDICAL AND WELLNESS EDUCATION, AND RELATED ACTIVITIES TO AND FOR THE BENEFIT OF THE GENERAL PUBLIC WITHIN THE CITY LIMITS OF THE TOWN OF LONGBOAT KEY, FLORIDA.

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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 $105,610

Program Service Revenue $119,621

Investment Income $19,908

Other Revenue $3,701

TOTAL REVENUE $248,840

Expense Breakdown

Grants Paid $0

Salaries & Benefits $140,569

Fundraising Expenses $0

Program Expenses $255,838

Other Expenses $144,007

TOTAL EXPENSES $284,576

Year-over-Year Comparison

	2023	2022	Change
Revenue	$248,840	$224,299	+0.1%
Expenses	$284,576	$293,025	0.0%
Net Income	$-35,736	$-68,726	-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

$77,035

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICCI LIEBERMAN	DIRECTOR	5.00	Director	$0	$0	$0
RICHARD PELTON	PRESIDENT	5.00	Officer Director	$0	$0	$0
KENNETH NEWMARK	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JACK ROZANCE	DIRECTOR	5.00	Director	$0	$0	$0
HOWARD VEIT	SECRETARY	5.00	Officer Director	$0	$0	$0
BARBARA KOETSIER	TREASURER	5.00	Officer Director	$0	$0	$0
LEONARD LANDAU	DIRECTOR	5.00	Director	$0	$0	$0
CAROL PESCHEL	DIRECTOR	5.00	Director	$0	$0	$0
GAELE BARTHOLD	DIRECTOR	5.00	Director	$0	$0	$0
LANEY PITT	DIRECTOR	5.00	Director	$0	$0	$0
SUZANNE BRENNER	EXECUTIVE DIRECTOR	40.00	Officer	$77,035	$0	$77,035

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	$248,840	$284,576	$589,327	$-35,736
2022	$224,299	$293,025	$567,000	$-68,726
2021	$293,928	$271,570	$767,803	$22,358
2020	$227,464	$165,163	$715,862	$62,301
2019	$645,119	$130,288	$601,382	$514,831
2018	$176,000	$186,719	$20,822	$-10,719

LONGBOAT KEY CENTER FOR HEALTHY LIVING INC