LAKEVIEW COMMUNITY PARTNERSHIP (EIN 474417880) - 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

2015

Legal Domicile

Principal Officer

JEANETTE GRANT

Phone

5419448176

Tax Period

2023-07-01 to 2024-06-30

LAKEVIEW COMMUNITY PARTNERSHIP, founded in 2015, is a small nonprofit in the Community Improvement sector that reported $289K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $179K, a strong 62% operating margin.

Mission

TO PROMOTE AND DEVELOP A HEALTHY, VIBRANT, AND USER-FRIENDLY DOWNTOWN FOR PROPERTY OWNERS, BUSINESS OWNERS, RESIDENTS AND VISITORS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $266,699

Program Service Revenue $17,592

Investment Income $116

Other Revenue $4,469

TOTAL REVENUE $288,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,065

Fundraising Expenses $0

Program Expenses $64,486

Other Expenses $98,639

TOTAL EXPENSES $109,704

Year-over-Year Comparison

	2023	2022	Change
Revenue	$288,876	$229,511	+0.3%
Expenses	$109,704	$162,617	-0.3%
Net Income	$179,172	$66,894	+1.7%

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

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

$4,438

Total Directors

$4,438

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINGER CASTO	SECRETARY/TREASURER	2.00	Officer Director	$4,438	$0	$4,438
JEANETTE GRANT	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
MARTY CHALOUPKA	BOARD MEMEBER	1.00	Officer	$0	$0	$0
THOM BATTY	BOARD MEMEBER	1.00	Officer	$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
2024	$288,876	$109,704	$662,584	$179,172
2023	$229,511	$162,617	$497,619	$66,894
2022	$92,230	$102,346	$476,181	$-10,116
2020	$315,597	$63,566	$453,749	$252,031

LAKEVIEW COMMUNITY PARTNERSHIP