LAKESHORE DISPLAY EMPLOYEE BENEFIT… - Form 990 Financial Data

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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

1980

Legal Domicile

Principal Officer

AARON CASPER

Phone

9204573695

Tax Period

2025-01-01 to 2025-12-31

LAKESHORE DISPLAY EMPLOYEE BENEFIT TRUST FOUNDATION, founded in 1980, is a small nonprofit that reported $335K in total revenue in fiscal year 2025.

Mission

THE TRUST WAS ORGANIZED TO ENSURE THE TIMELY PAYMENTS OF BENEFITS FOR ITS MEMBERS

Program Service Accomplishments

Program 1

Expenses: $169,463

DIRECT EMPLOYEE CLAIMS - MEDICAL EXPENSES, LIFE INSURANCE

Program 2

Expenses: $179,786

INSURANCE PREMIUMS PAID FOR QUALIFIED EMPLOYEES AND THEIR DEPENDENTS

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $335,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $335,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $349,249

Other Expenses $0

TOTAL EXPENSES $349,249

Year-over-Year Comparison

	2025	2024	Change
Revenue	$335,000	$335,000	N/A
Expenses	$349,249	$335,192	+0.0%
Net Income	$-14,249	$-192	+73.2%

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

N/A

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

$102,912

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON CASPER	TRUSTEE	000.10	Director	$0	$0	$102,912

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	$335,000	$349,249	$5,032	$-14,249
2024	$335,000	$335,192	$19,281	$-192
2023	$230,000	$226,014	$19,473	$3,986
2022	$340,000	$339,383	$15,487	$617
2021	$220,000	$237,594	$14,870	$-17,594
2020	$341,798	$316,501	$32,464	$25,297
2019	$295,000	$293,588	$7,167	$1,412
2018	$202,308	$236,553	$5,755	$-34,245

LAKESHORE DISPLAY EMPLOYEE BENEFIT TRUST FOUNDATION