LAMORINDA VILLAGE INC (EIN 463831781) - 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

2013

Legal Domicile

Principal Officer

JANE TIEMANN

Phone

9252833500

Tax Period

2024-04-01 to 2025-03-31

LAMORINDA VILLAGE INC, founded in 2013, is a small nonprofit in the Human Services sector that reported $398K in total revenue in fiscal year 2024. The organization ran a surplus of $116K, a strong 29% operating margin.

Mission

TO ACTIVELY BUILD A VIBRANT COMMUNITY THAT EMBRACES CONNECTIONS, CARING, AND CHOICES IN HOW OLDER ADULTS LIVE AND THRIVE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $200,516

Program Service Revenue $138,047

Investment Income $55,707

Other Revenue $3,385

TOTAL REVENUE $397,655

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,201

Fundraising Expenses $54,679

Program Expenses $156,837

Other Expenses $82,990

TOTAL EXPENSES $281,191

Year-over-Year Comparison

	2024	2023	Change
Revenue	$397,655	$408,442	0.0%
Expenses	$281,191	$253,725	+0.1%
Net Income	$116,464	$154,717	-0.2%

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

Employees

Volunteers

320

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

$96,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE TIEMANN	PRESIDENT	18.00	Officer Director	$0	$0	$0
JACK SWEITZER	TREASURER	6.00	Officer Director	$0	$0	$0
MIKE KERN	SECRETARY	4.00	Officer Director	$0	$0	$0
SHARON IVERSEN	PREVIOUS PRESIDENT	12.00	Officer Director	$0	$0	$0
LARRY TOY	BOARD MEMBER	4.00	Director	$0	$0	$0
MARIA SALERNO	BOARD MEMBER	6.00	Director	$0	$0	$0
CLARITA WOOLDRIDGE	BOARD MEMBER	4.00	Director	$0	$0	$0
KAY AAKER	BOARD MEMBER	4.00	Director	$0	$0	$0
GORDON CHONG	BOARD MEMBER	6.00	Director	$0	$0	$0
JOHN SWARTZBERG	BOARD MEMBER	4.00	Director	$0	$0	$0
KATHRYN ISHIZU	EXECUTIVE DIRECTOR	50.00	Officer	$94,300	$1,800	$96,100

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	$397,655	$281,191	$1,269,166	$116,464
2024	$408,442	$253,725	$1,170,190	$154,717
2023	$228,950	$208,900	$1,002,986	$20,050
2022	$888,077	$138,182	$978,176	$749,895
2021	$248,906	$161,574	$247,788	$87,332

LAMORINDA VILLAGE INC