Lodi Family Center (EIN 460910302) - 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

2012

Legal Domicile

Principal Officer

Rebecca Rak

Phone

3303024182

Tax Period

2021-07-01 to 2022-06-30

Lodi Family Center, founded in 2012, is a small nonprofit in the Human Services sector that reported $172K in total revenue in fiscal year 2021. Revenue fell 31% from the prior year — a significant decline worth monitoring.

Mission

Our mission is to provide a safe place for our community to have fun, learn life skils and acces support including STEM programs and food pantry.

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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 (2021)

Revenue Breakdown

Contributions & Grants $172,110

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $172,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,690

Fundraising Expenses $0

Program Expenses $77,165

Other Expenses $103,691

TOTAL EXPENSES $188,381

Year-over-Year Comparison

	2021	2020	Change
Revenue	$172,110	$250,908	-0.3%
Expenses	$188,381	$224,659	-0.2%
Net Income	$-16,271	$26,249	-1.6%

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

121

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

$5,983

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Vogel	Board President	2.00	Director	$0	$0	$0
David Spieth	Board Treasurer	2.00	Director	$0	$0	$0
Shawna Brasty	Board Secretary	1.00	Director	$0	$0	$0
Rebecca Rak	Director	40.00	Officer	$5,983	$0	$5,983

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
2022	$172,110	$188,381	No data	$-16,271
2021	$250,908	$224,659	$166,753	$26,249

Lodi Family Center