LAKEVIEW FOUNDATION (EIN 382648600) - 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

1986

Legal Domicile

Principal Officer

JOHN TAPPER

Phone

2696576041

Tax Period

2023-01-01 to 2023-12-31

LAKEVIEW FOUNDATION, founded in 1986, is a small nonprofit that reported $734K in total revenue in fiscal year 2023. Expenses of $694K left a modest 5% surplus.

Mission

PROVIDING SCHOLARSHIPS TO VAN BUREN COUNTY STUDENTS.

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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 $17,505

Program Service Revenue $698,713

Investment Income $21,141

Other Revenue $-3,396

TOTAL REVENUE $733,963

Expense Breakdown

Grants Paid $246,000

Salaries & Benefits $166,159

Fundraising Expenses $0

Program Expenses $679,607

Other Expenses $282,145

TOTAL EXPENSES $694,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$733,963	$712,080	+0.0%
Expenses	$694,304	$578,716	+0.2%
Net Income	$39,659	$133,364	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN TAPPER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY ANN MIDDAUGH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RODNEY DRAGICEVICH	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC LARCINESE	SECRETARY	1.00	Officer Director	$0	$0	$0
PAMELA GEHL	DIRECTOR	1.00	Director	$0	$0	$0
DAVEN BOGEN	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY PETERSEN	DIRECTOR	1.00	Director	$0	$0	$0
KELLY PAGE	DIRECTOR	1.00	Director	$0	$0	$0
TERRY MORROW	DIRECTOR	1.00	Director	$0	$0	$0
KIRK RICHARDSON	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
2024	No data	No data	No data	No data
2023	$733,963	$694,304	$3,407,663	$39,659
2022	$712,080	$578,716	$3,244,305	$133,364
2021	$677,911	$538,076	$3,339,808	$139,835
2020	$649,533	$580,669	$3,149,586	$68,864
2019	$579,072	$521,668	$3,068,208	$57,404
2018	$539,694	$505,763	$3,021,189	$33,931

LAKEVIEW FOUNDATION