LIGHTED WAY FOUNDATION (EIN 383782149) - 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

2009

Legal Domicile

Principal Officer

JESSICA KREISER

Phone

8152241345

Tax Period

2023-07-01 to 2024-06-30

LIGHTED WAY FOUNDATION, founded in 2009, is a micro nonprofit in the Human Services sector that reported $52K in total revenue in fiscal year 2023. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 91% operating margin.

Mission

TO PROVIDE A PERMANENT AND CONTINUING SOURCE OF INCOME TO LIGHTED WAY ASSOCIATION, INC., A NON-PROFIT CORPORATION; TO MEET THE ONGOING AND EMERGENCY NEEDS OF LIGHTED WAY ASSOCIATION, INC. BUILDING, GROUNDS, AND PROGRAMS.

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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 $170

Program Service Revenue $0

Investment Income $51,839

Other Revenue $0

TOTAL REVENUE $52,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115

Other Expenses $4,667

TOTAL EXPENSES $4,667

Year-over-Year Comparison

	2023	2022	Change
Revenue	$52,009	$29,579	+0.8%
Expenses	$4,667	$245,305	-1.0%
Net Income	$47,342	$-215,726	-1.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRAN BROLLEY	Chairman	1.00	Officer Director	$0	$0	$0
DEB MYERS	Secretary	1.00	Officer Director	$0	$0	$0
ELLEN CREDI	Association Rep	1.00	Director	$0	$0	$0
JESSICA KREISER	VP/Treasurer	1.00	Officer Director	$0	$0	$0
DR MIKE ROONEY	Director	1.00	Director	$0	$0	$0
JODIE FALETTI	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	No data	No data	No data	No data
2024	$52,009	$4,667	$1,336,047	$47,342
2023	$29,579	$245,305	$1,288,705	$-215,726
2022	$60,324	$7,706	$1,504,431	$52,618
2021	$91,820	$6,652	$1,459,692	$85,168
2020	$56,469	$199,181	$1,374,525	$-142,712
2019	$133,766	$259,156	$1,517,237	$-125,390

LIGHTED WAY FOUNDATION