MEADOWLARK HILLS FOUNDATION (EIN 481212997) - Form 990 Financial Analysis & Trantor Score

🔒

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

1998

Legal Domicile

Principal Officer

LONNIE BAKER

Phone

7855374610

Tax Period

2024-07-01 to 2025-06-30

MEADOWLARK HILLS FOUNDATION, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 63% operating margin.

Mission

ASSISTS THE MANHATTAN RETIREMENT FOUNDATION, INC.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $668,479

Program Service Revenue $0

Investment Income $1,344,981

Other Revenue $23,208

TOTAL REVENUE $2,036,668

Expense Breakdown

Grants Paid $524,962

Salaries & Benefits $126,097

Fundraising Expenses $226,466

Program Expenses $524,962

Other Expenses $100,369

TOTAL EXPENSES $751,428

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,036,668	$1,182,896	+0.7%
Expenses	$751,428	$353,356	+1.1%
Net Income	$1,285,240	$829,540	+0.5%

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

Employees

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

$744,502

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA COOK	MEMBER	1.00	Director	$0	$0	$0
GAVIN SCHMIDT	MEMBER / CHAIR	1.00	Officer Director	$0	$0	$0
ANDY ELLIS	MEMBER / VICE CHAIR	1.00	Officer Director	$0	$0	$0
JASON SMITH	MEMBER	1.00	Director	$0	$0	$0
BUD COX	MEMBER	1.00	Director	$0	$0	$0
HARRY WATTS	MEMBER / TREASURER	1.00	Officer Director	$0	$0	$0
KARA TITUS	MEMBER	1.00	Director	$0	$0	$0
MARY JO NELSON	MEMBER	1.00	Director	$0	$0	$0
WAYNE SLOAN	MEMBER	1.00	Director	$0	$0	$0
CAROL SHANKLIN	MEMBER	1.00	Director	$0	$0	$0
BLAKE BAUER	MEMBER	1.00	Director	$0	$0	$0
AMY BUTTON RENZ	MEMBER	1.00	Director	$0	$0	$0
REBECCA FITZGERALD	DEVELOPMENT DIRECTOR	40.00	Officer	$0	$13,108	$112,606
LONNIE BAKER	CHIEF EXECUTIVE OFFICER	5.00	Officer	$0	$29,944	$400,964
CHRIS NELSON	FINANCE DIRECTOR	5.00	Officer	$0	$25,171	$230,932

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	$2,036,668	$751,428	$21,324,431	$1,285,240
2024	$1,182,896	$353,356	$19,042,309	$829,540
2023	$941,148	$373,090	$17,312,977	$568,058
2022	$1,610,162	$369,270	$16,122,793	$1,240,892
2021	$1,388,489	$422,249	$17,952,795	$966,240
2020	$1,225,249	$524,686	$14,326,239	$700,563
2019	$1,148,718	$401,742	$14,107,160	$746,976
2018	$1,241,470	$407,962	$13,376,183	$833,508

MEADOWLARK HILLS FOUNDATION