LAKESIDE PACKAGING PLUS INC (EIN 390991818) - 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

1962

Legal Domicile

Principal Officer

ROB SERVAIS

Phone

9207258241

Tax Period

2023-01-01 to 2023-12-31

LAKESIDE PACKAGING PLUS INC, founded in 1962, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year.

Mission

CREATING MEANINGFUL OPPORTUNITIES AND COMMUNITY ENGAGEMENT FOR ASSOCIATES WITH DIVERSE ABILITIES.

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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 $276,409

Program Service Revenue $3,885,546

Investment Income $10,510

Other Revenue $-15,715

TOTAL REVENUE $4,156,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,335,584

Fundraising Expenses $6,404

Program Expenses $3,422,874

Other Expenses $823,702

TOTAL EXPENSES $4,159,286

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,156,750	$4,866,889	-0.1%
Expenses	$4,159,286	$3,828,589	+0.1%
Net Income	$-2,536	$1,038,300	-1.0%

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

222

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

$142,083

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS BECK	PRESIDENT	2.00	Officer Director	$0	$0	$0
SARA TILKENS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARY SALES	SECRETARY	2.00	Officer Director	$0	$0	$0
JANE VOSS	TREASURER	2.00	Officer Director	$0	$0	$0
CLINT HERRICK	DIRECTOR	2.00	Director	$0	$0	$0
LYNN RUEDINGER	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT VOGT	DIRECTOR	2.00	Director	$0	$0	$0
WADE PAFFENROTH	DIRECTOR	2.00	Director	$0	$0	$0
DANIELLE LEITZKE	DIRECTOR	2.00	Director	$0	$0	$0
ROB SERVAIS	CEO	40.00	Officer	$112,208	$29,875	$142,083

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	$4,156,750	$4,159,286	$5,411,494	$-2,536
2022	$4,866,889	$3,828,589	$5,344,562	$1,038,300
2021	$3,650,668	$3,539,034	$3,957,738	$111,634
2020	$4,387,139	$3,951,787	$3,861,098	$435,352
2019	$4,762,842	$4,729,106	$3,491,903	$33,736
2018	$4,789,582	$4,717,818	$3,420,288	$71,764

LAKESIDE PACKAGING PLUS INC