LAKESHORE EXCELLENCE FOUNDATION

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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

1997

Legal Domicile

Principal Officer

JC ANDERSON

Phone

2694281400

Tax Period

2023-01-01 to 2023-12-31

LAKESHORE EXCELLENCE FOUNDATION, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $556K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 130% operating deficit.

Mission

LEF SUPPORTS LAKESHORE PUBLIC SCHOOLS THROUGH VARIOUS FUNDRAISING PROJECTS FOR PROGRAMS AND PROJECTS THAT SUPPLEMENT AND ENRICH THE EDUCATION PROCESS.

Program Service Accomplishments

Program 1

Expenses: $1,248,268

THE LAKESHORE EXCELLENCE FOUNDATION SERVES ITS PURPOSE THROUGH THE ISSUANCE OF VARIOUS GRANTS TO LAKESHORE PUBLIC SCHOOLS THAT ENHANCE THE EDUCATION PROCESS FOR ITS STUDENTS AND TEACHING STAFF. THIS HAS BEEN ACCOMPLISHED THROUGH THE PURCHASE OF VARIOUS INFORMATION TECHNOLOGY EQUIPMENT AND SOFTWARE IN ADDITION TO VARIOUS TEACHING AND LEARNING AIDS.

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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 $544,630

Program Service Revenue $0

Investment Income $551

Other Revenue $11,229

TOTAL REVENUE $556,410

Expense Breakdown

Grants Paid $1,248,268

Salaries & Benefits $1,388

Fundraising Expenses $21,924

Program Expenses $1,248,268

Other Expenses $30,598

TOTAL EXPENSES $1,280,254

Year-over-Year Comparison

	2023	2022	Change
Revenue	$556,410	$837,834	-0.3%
Expenses	$1,280,254	$798,046	+0.6%
Net Income	$-723,844	$39,788	-19.2%

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

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
J C ANDERSON	CHAIRMAN	2.00	Officer Director	$0	$0	$0
LUDOVIC BEAUFILS	VICE CHAIR OF FUND DEV.	2.00	Officer Director	$0	$0	$0
LORI MARCINIAK	VICE CHAIR OF PROJECTS	2.00	Officer Director	$0	$0	$0
ELIZABETH MEETH	VICE CHAIR OF MARKETING	2.00	Officer Director	$0	$0	$0
JULIA PECHTEL	VICE CHAIR OF GRANTS	2.00	Officer Director	$0	$0	$0
KATE BECKROW	SECRETARY	2.00	Officer Director	$0	$0	$0
JENNIFER POWERS	TREASURER	2.00	Officer Director	$0	$0	$0
LESLIE ARBANAS	TRUSTEE	2.00	Director	$0	$0	$0
RYAN ARNT	TRUSTEE	2.00	Director	$0	$0	$0
MEGHAN BACIN	TRUSTEE	2.00	Director	$0	$0	$0
SOPHIE BAUCHET	TRUSTEE	2.00	Director	$0	$0	$0
KELLY BUSHU	TRUSTEE	2.00	Director	$0	$0	$0
ZEB DEITRICH	TRUSTEE	2.00	Director	$0	$0	$0
CHAD DEJA	TRUSTEE	2.00	Director	$0	$0	$0
GREG EDING	TRUSTEE	2.00	Director	$0	$0	$0
ANDREW GLISSON	TRUSTEE	2.00	Director	$0	$0	$0
JANINE HARRISON	TRUSTEE	2.00	Director	$0	$0	$0
LORI HELLENGA	TRUSTEE	2.00	Director	$0	$0	$0
STERLING MASSEY	TRUSTEE	2.00	Director	$0	$0	$0
KIM MCALLISTER	TRUSTEE	2.00	Director	$0	$0	$0
JIM ROBERTS	TRUSTEE	2.00	Director	$0	$0	$0
PHIL MOLLOY	TRUSTEE	2.00	Director	$0	$0	$0
BILL SCALETTA	TRUSTEE	2.00	Director	$0	$0	$0
LEWIS SCOTT	TRUSTEE	2.00	Director	$0	$0	$0
MATT SWAB	TRUSTEE	2.00	Director	$0	$0	$0
KATHLEEN WOLF	TRUSTEE	2.00	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	$556,410	$1,280,254	$564,623	$-723,844
2022	$837,834	$798,046	$900,246	$39,788
2021	$820,819	$339,344	$765,102	$481,475
2020	$355,158	$181,062	$635,056	$174,096
2019	$457,487	$927,594	$756,534	$-470,107
2018	$584,166	$463,404	$950,312	$120,762