LGBT ELDER INITIATIVE (EIN 473609522) - 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

2014

Legal Domicile

Principal Officer

CHRISTOPHER BARTLETT

Phone

2678573100

Tax Period

2022-07-01 to 2023-06-30

LGBT ELDER INITIATIVE, founded in 2014, is a micro nonprofit in the Human Services sector that reported $11K in total revenue in fiscal year 2022. Revenue fell 88% from the prior year — a significant decline worth monitoring. Expenses of $75K exceeded revenue, resulting in a 561% operating deficit.

Mission

THE LGBT ELDER INITIATIVE FOSTERS AND ADVOCATES FOR SERVICES AND RESOURCES THAT ARE COMPETENT, CULTURALLY SENSITIVE, INCLUSIVE AND RESPONSIVE TO THE NEEDS OF LGBT ELDERS IN THE DELAWARE VALLEY AND BEYOND.

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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 (2022)

Revenue Breakdown

Contributions & Grants $11,404

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,404

Expense Breakdown

Grants Paid $43,775

Salaries & Benefits $0

Fundraising Expenses $107

Program Expenses $61,108

Other Expenses $31,556

TOTAL EXPENSES $75,331

Year-over-Year Comparison

	2022	2021	Change
Revenue	$11,404	$91,493	-0.9%
Expenses	$75,331	$126,629	-0.4%
Net Income	$-63,927	$-35,136	+0.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE GILDEA	CO-CHAIR	1.00	Officer Director	$0	$0	$0
KIRA KINSMAN	CO-CHAIR	1.00	Officer Director	$0	$0	$0
DAVE HUTING	TREASURER	1.00	Officer Director	$0	$0	$0
CLINTON JOHNSON	SECRETARY	1.00	Officer Director	$0	$0	$0
EBONY ALI	BOARD MEMBER	0.50	Director	$0	$0	$0
KELLY BURKHARDT	BOARD MEMBER	0.50	Director	$0	$0	$0
RODNEY FINALLE	BOARD MEMBER	0.50	Director	$0	$0	$0
CORY LEFKOWITZ	BOARD MEMBER	0.50	Director	$0	$0	$0
MARY PALMER	BOARD MEMBER	0.50	Director	$0	$0	$0
LAURA RYAN	BOARD MEMBER	0.50	Director	$0	$0	$0
SANDRA THOMPSON	BOARD MEMBER	0.50	Director	$0	$0	$0
BENJAMIN YIN	BOARD MEMBER	0.50	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$11,404	$75,331	$8,136	$-63,927
2022	$91,493	$126,629	$72,242	$-35,136
2021	$234,753	$180,912	$128,212	$53,841
2020	$193,463	$165,929	$71,603	$27,534
2019	$182,116	$179,508	$27,854	$2,608

LGBT ELDER INITIATIVE