Lydia's House Inc (EIN 431699278) - 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

1995

Legal Domicile

Principal Officer

Kathleen Judge

Phone

3147714411

Tax Period

2023-10-01 to 2024-09-30

Lydia's House Inc, founded in 1995, is a community nonprofit in the Housing & Shelter sector that reported $2.3M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $380K, a strong 16% operating margin.

Mission

Providing domestic violence survivors and their children a safe place to heal, a voice for justice, and an opportunity for better and sustainable lives.

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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 $2,218,272

Program Service Revenue $37,402

Investment Income $24,440

Other Revenue $30,129

TOTAL REVENUE $2,310,243

Expense Breakdown

Grants Paid $16,023

Salaries & Benefits $1,030,033

Fundraising Expenses $259,395

Program Expenses $1,497,470

Other Expenses $884,117

TOTAL EXPENSES $1,930,173

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,310,243	$2,460,846	-0.1%
Expenses	$1,930,173	$1,860,647	+0.0%
Net Income	$380,070	$600,199	-0.4%

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

570

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

$200,426

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Cassady	Board Chair	0.65	Officer Director	$0	$0	$0
Kathleen Judge	Board Vice-Chair	0.38	Officer Director	$0	$0	$0
Susan Conrad	Secretary	0.42	Officer Director	$0	$0	$0
Bob Steinback	Treasurer	0.55	Officer Director	$0	$0	$0
Ellie Glen Harmon	Board member	0.32	Director	$0	$0	$0
Alesha Henley	Board member	0.25	Director	$0	$0	$0
Donna Erbs	Board member	0.37	Director	$0	$0	$0
Katie Saeger	Board member	0.52	Director	$0	$0	$0
Ghellissa Johnson-Lewis	Board member (part-year)	0.03	Director	$0	$0	$0
Julie Bartold	Board member	0.34	Director	$0	$0	$0
Laura Oster	Board member	0.22	Director	$0	$0	$0
Jackie Dippel	Board member	0.19	Director	$0	$0	$0
Karen Kirk	President/CEO	43.00	Officer	$173,798	$26,628	$200,426

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	$2,310,243	$1,930,173	$6,869,949	$380,070
2023	$2,460,846	$1,860,647	$6,027,785	$600,199
2022	$1,918,158	$1,744,481	$5,277,391	$173,677
2021	$2,119,600	$1,796,321	$5,641,492	$323,279
2020	$1,970,919	$1,640,602	$5,456,080	$330,317
2019	$1,655,389	$1,581,285	$5,109,581	$74,104
2018	$1,712,406	$1,512,062	$5,060,888	$200,344

Lydia's House Inc