LIGHTHOUSE ALLIANCE HEALTH CARE PL… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

JOSEPH TOLLIVER

Phone

9073388243

Tax Period

2021-10-01 to 2022-09-30

LIGHTHOUSE ALLIANCE HEALTH CARE PLAN TRUST, founded in 2014, is a micro nonprofit that reported $3K in total revenue in fiscal year 2021. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $24K exceeded revenue, resulting in a 691% operating deficit.

Mission

TO FUND THE COST OF A SELF INSURED MEDICAL PLAN THROUGH A 501(C)(9) VEBA TRUST FOR THE EMPLOYEES OF TRAILBOSS ENTERPRISES, INC.

Program Service Accomplishments

Program 1

MEDICAL EXPENSES FUNDED BY THE ORGANIZATION HAD 0 PARTICIPANTS WHO RECEIVED BENEFITS. BENEFITS PROVIDED INCLUDE MEDICAL, PRESCRIPTION DRUG, AND CERTAIN DENTAL AND VISION CARE. DURING THIS YEAR THE...

MEDICAL EXPENSES FUNDED BY THE ORGANIZATION HAD 0 PARTICIPANTS WHO RECEIVED BENEFITS. BENEFITS PROVIDED INCLUDE MEDICAL, PRESCRIPTION DRUG, AND CERTAIN DENTAL AND VISION CARE. DURING THIS YEAR THE VEBA TRUST WAS TERMINATED AND THE TRUST WAS LIQUIDATED.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,000

Investment Income $2

Other Revenue $0

TOTAL REVENUE $3,002

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $23,733

TOTAL EXPENSES $23,733

Year-over-Year Comparison

	2021	2020	Change
Revenue	$3,002	$308,996	-1.0%
Expenses	$23,733	$282,370	-0.9%
Net Income	$-20,731	$26,626	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH TOLLIVER	TRUSTEE	1.00	Director	$0	$0	$0
MARVIN TOLLIVER	TRUSTEE	1.00	Director	$0	$0	$0
KEN OATO	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT CHRISTE	TRUSTEE	1.00	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
2022	$3,002	$23,733	No data	$-20,731
2021	$308,996	$282,370	$20,731	$26,626
2020	$1,925,762	$841,355	$22,105	$1,084,407

LIGHTHOUSE ALLIANCE HEALTH CARE PLAN TRUST