LIGHTED WAY ASSOCIATION INC (EIN 362654412) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

JESSICA KREISER

Phone

8152241345

Tax Period

2024-07-01 to 2025-06-30

LIGHTED WAY ASSOCIATION INC, founded in 1957, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2018. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $669K, a strong 40% operating margin.

Mission

EDUCATING HANDICAPPED CHILDREN

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $429,120

Program Service Revenue $2,794,517

Investment Income $-594,101

Other Revenue $83,037

TOTAL REVENUE $2,712,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,324,088

Fundraising Expenses $6,826

Program Expenses $2,773,046

Other Expenses $943,921

TOTAL EXPENSES $3,268,009

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,712,573	$2,977,134	-0.1%
Expenses	$3,268,009	$2,871,137	+0.1%
Net Income	$-555,436	$105,997	-6.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

103

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

$115,238

Total Directors

$115,238

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA KREISER	Executive Dir.	40.00	Officer Director	$115,238	$0	$115,238
FRAN BROLLEY	President	1.00	Officer Director	$0	$0	$0
ADRIENNE SHORE	Vice President	1.00	Officer Director	$0	$0	$0
CHRIS VASKE	Treasurer	1.00	Officer Director	$0	$0	$0
ELLEN CREDI	Secretary	1.00	Officer Director	$0	$0	$0
BRANDI ANDERSON-MAIER	Director	1.00	Director	$0	$0	$0
LEAH ERICKSON	Director	1.00	Director	$0	$0	$0
SCOTT SCHWEICKERT	Director	1.00	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
2025	$2,712,573	$3,268,009	$6,129,585	$-555,436
2024	$2,977,134	$2,871,137	$7,004,122	$105,997
2023	$3,044,357	$2,176,762	$5,868,295	$867,595
2022	$2,444,535	$1,960,173	$3,099,090	$484,362
2021	$2,224,716	$1,648,249	$2,813,206	$576,467
2020	$1,800,842	$1,511,647	$2,149,423	$289,195
2019	$1,655,813	$986,920	$1,668,942	$668,893

LIGHTED WAY ASSOCIATION INC