LIFE WORK PLANNING CENTER BOARD INC (EIN 411357220) - 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

1979

Legal Domicile

Principal Officer

Darla Makela

Phone

5073451577

Tax Period

2023-07-01 to 2024-06-30

LIFE WORK PLANNING CENTER BOARD INC, founded in 1979, is a small nonprofit in the Employment sector that reported $385K in total revenue in fiscal year 2023.

Mission

LWPC is a well established regional nonprofit organization providing services to displaced homemakers and women in transition. The mission of the agency is to increase the emotional and economic self-sufficiency of women and their families.

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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 $381,154

Program Service Revenue $0

Investment Income $3,892

Other Revenue $0

TOTAL REVENUE $385,046

Expense Breakdown

Grants Paid $20,454

Salaries & Benefits $290,656

Fundraising Expenses $9,133

Program Expenses $321,219

Other Expenses $63,591

TOTAL EXPENSES $374,701

Year-over-Year Comparison

	2023	2022	Change
Revenue	$385,046	$366,453	+0.1%
Expenses	$374,701	$340,729	+0.1%
Net Income	$10,345	$25,724	-0.6%

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

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

$144,219

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jean Keenan	Executive Director	40	Officer Highest	$97,456	$5,970	$103,426
Laurie Wiebesiek	Fiscal Manager	22	Officer	$38,509	$2,284	$40,793
Darla Makela	Board Chair	1.5	Officer Director	$0	$0	$0
Ruth Harms	Board Vice-Chair	1	Officer Director	$0	$0	$0
Janice Hope Gorman	Board Secretary/Treasurer	1	Officer Director	$0	$0	$0
Julie Hawker	Board Member	1	Director	$0	$0	$0
Guadalupe Quintero	Board Member	1	Director	$0	$0	$0
Larry Nicol	Board Member	1	Director	$0	$0	$0
Paulette Ford	Board Member	1	Director	$0	$0	$0
Michelle Zehnder-Fischer	Board Member	1	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	$385,046	$374,701	$194,357	$10,345
2023	$366,453	$340,729	$187,919	$25,724
2022	$343,954	$314,905	$179,606	$29,049
2021	$329,884	$292,770	$193,243	$37,114

LIFE WORK PLANNING CENTER BOARD INC