LAKE GENEVA FOUNDATION (EIN 390922378) - 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

1950

Legal Domicile

Principal Officer

MARK KELLER

Phone

2622485500

Tax Period

2023-01-01 to 2023-12-31

LAKE GENEVA FOUNDATION, founded in 1950, is a community nonprofit in the Religion sector that reported $4.4M in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 32% operating margin.

Mission

YOUTH CAMP AND ADULT CONFERENCE CENTER

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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 $2,103,470

Program Service Revenue $2,301,205

Investment Income $21,444

Other Revenue $12,742

TOTAL REVENUE $4,438,861

Expense Breakdown

Grants Paid $286,952

Salaries & Benefits $1,302,311

Fundraising Expenses $207,592

Program Expenses $2,204,056

Other Expenses $1,430,051

TOTAL EXPENSES $3,019,314

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,438,861	$3,094,699	+0.4%
Expenses	$3,019,314	$2,582,084	+0.2%
Net Income	$1,419,547	$512,615	+1.8%

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

170

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

$111,408

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN POLLARD	DIRECTOR	5.00	Director	$0	$0	$0
JOHN CAMPBELL	DIRECTOR	5.00	Director	$0	$0	$0
BRUCE EVERHART	VICE-CHAIRMAN	5.00	Director	$0	$0	$0
GARY MEISNER	CHAIRMAN (PAST)	10.00	Director	$0	$0	$0
ARI HEICK	DIRECTOR	5.00	Director	$0	$0	$0
KIRK ELLIOTT	CHAIRMAN	5.00	Director	$0	$0	$0
KAI TOGAMI	DIRECTOR	5.00	Director	$0	$0	$0
MARK KELLER	TREASURER	10.00	Director	$0	$0	$0
JASON CLARK	DIRECTOR	5.00	Director	$0	$0	$0
CHRIS MEISNER	DIRECTOR	5.00	Director	$0	$0	$0
SHARON KEEFE	DIRECTOR	5.00	Director	$0	$0	$0
TODD NEESE	DIRECTOR	5.00	Director	$0	$0	$0
KURT KRIESS	DIRECTOR	5.00	Director	$0	$0	$0
TOM DOBBERTIN	DIRECTOR	5.00	Director	$0	$0	$0
GARY WITT	DIRECTOR	5.00	Director	$0	$0	$0
CHAD POLLARD	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTIAAN SNEDEKER	EXECUTIVE DIRECTOR	40.00	Officer	$106,701	$4,707	$111,408

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	$4,438,861	$3,019,314	$6,981,691	$1,419,547
2022	$3,094,699	$2,582,084	$5,243,442	$512,615
2021	$2,498,467	$2,116,671	$4,616,044	$381,796
2020	$2,682,016	$2,196,954	$4,216,228	$485,062
2019	$2,972,642	$2,986,443	$4,105,401	$-13,801
2018	$4,289,345	$5,089,244	$3,989,960	$-799,899

LAKE GENEVA FOUNDATION