Lewis and Clark Health Education and Service Agency (EIN 460337013) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

Douglas Ekeren

Phone

6056688475

Tax Period

2020-07-01 to 2021-06-30

Lewis and Clark Health Education and Service Agency, founded in 1972, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2017. Expenses of $1.1M left a modest 14% surplus.

Mission

Healthcare education and related services.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2020	2019	Change
Revenue	N/A	$938,271	-1.0%
Expenses	N/A	$855,874	-1.0%
Net Income	N/A	$82,397	N/A

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

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

$1,929,907

Total Directors

$1,484,029

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Douglas Ekeren	CEO Sacred Heart; President	1.00	Officer Director	$0	$40,676	$667,432
Tammy Anderson	Director - Left 7/2020	1.00	Director	$0	$31,489	$174,162
Cindy Sage	President - Left 7/2020	1.00	Officer Director	$0	$20,671	$124,365
Dr Jennifer Johnke	Director - Left 7/2020	1.00	Director	$0	$0	$0
Kaleb Hight	Director - Left 7/2020	1.00	Director	$0	$0	$0
Lindsay Flannery	Director - Joined 7/2020	1.00	Director	$0	$10,513	$215,276
Theresa Guenther	Director - Joined 7/2020	1.00	Director	$0	$41,416	$176,044
Becky Wolff	Director - Left 7/2020	1.00	Director	$0	$0	$0
Robin Stockland	Vice President - Left 7/2020	1.00	Officer Director	$0	$31,118	$126,750
Julie Lautt	CFO Avera Health; Sec/Trea	0.10	Officer	$0	$36,378	$939,922
Sheila Ulrich	Executive Director	40.00	Officer	$33,911	$5,022	$71,438
Jim Breckenridge	Former Officer	0.00		$0	$15,667	$344,915

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
2021	No data	No data	No data	No data
2020	$938,271	$855,874	$403,889	$82,397
2019	$998,352	$946,640	$2,099,216	$51,712
2018	$1,223,367	$1,056,135	$2,040,920	$167,232

Lewis and Clark Health Education and Service Agency