LYDIA'S HOUSE IN SOUTHEAST (EIN 521706529) - 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

1990

Legal Domicile

Principal Officer

CLIFF BECKFORD

Phone

2023731050

Tax Period

2023-10-01 to 2024-09-30

LYDIA'S HOUSE IN SOUTHEAST, founded in 1990, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 3% surplus.

Mission

TO ADDRESS THE EDUCATIONAL, ECONOMIC AND SOCIAL SERVICE NEEDS OF LOW INCOME AT-RISK FAMILIES.

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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 $1,277,018

Program Service Revenue $15,660

Investment Income $419

Other Revenue $236

TOTAL REVENUE $1,293,333

Expense Breakdown

Grants Paid $0

Salaries & Benefits $750,585

Fundraising Expenses $15,523

Program Expenses $1,109,229

Other Expenses $498,788

TOTAL EXPENSES $1,249,373

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,293,333	$1,004,321	+0.3%
Expenses	$1,249,373	$1,054,253	+0.2%
Net Income	$43,960	$-49,932	-1.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEXIEANN M SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
EUGENE M SHEPHERD	CHAIR	1.00	Officer Director	$0	$0	$0
SHENAY COLEY	DIRECTOR	1.00	Director	$0	$0	$0
MARIE CLAIRE NTAM	DIRECTOR	1.00	Director	$0	$0	$0
JESSIE SILVERTHORNE	DIRECTOR	1.00	Director	$0	$0	$0
KEISHA BUCHANAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HAWKINS	DIRECTOR	1.00	Director	$0	$0	$0
JAQULYN COATS	DIRECTOR	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
2024	$1,293,333	$1,249,373	$972,034	$43,960
2023	$969,742	$1,050,516	$888,913	$-80,774
2022	$706,285	$557,140	$950,228	$149,145
2021	$611,500	$565,254	$397,747	$46,246
2020	$540,766	$511,924	$288,116	$28,842
2018	$559,105	$607,822	$247,383	$-48,717

LYDIA'S HOUSE IN SOUTHEAST