NATIONAL LIFELINE ASSOCIATION (EIN 522198152) - 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

1999

Legal Domicile

Principal Officer

DAVID B DORWART

Phone

6102005135

Tax Period

2023-01-01 to 2023-12-31

NATIONAL LIFELINE ASSOCIATION, founded in 1999, is a community nonprofit in the Community Improvement sector that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $516K, a strong 20% operating margin.

Mission

TO PROMOTE THE LIFELINE PROGRAM INDUSTRY TO PROVIDE DISCOUNT PHONE SERVICE FOR LOW-INCOME CONSUMERS.

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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 $2,237,519

Program Service Revenue $406,767

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,644,286

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,128,304

TOTAL EXPENSES $2,128,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,644,286	$1,829,146	+0.4%
Expenses	$2,128,304	$1,814,716	+0.2%
Net Income	$515,982	$14,430	+34.8%

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

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
DAVID DORWART	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAVID AVILA	DIRECTOR	1.00	Director	$0	$0	$0
STEVE KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN STIERWALT	DIRECTOR	1.00	Director	$0	$0	$0
JOSE CORTES	DIRECTOR	1.00	Director	$0	$0	$0
CALEN SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE PERRY	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	No data	No data	No data	No data
2023	$2,644,286	$2,128,304	$354,128	$515,982
2022	$1,829,146	$1,814,716	$59,884	$14,430
2021	$1,545,068	$1,789,091	$39,578	$-244,023
2020	$1,825,393	$1,659,867	$201,810	$165,526
2019	$1,419,253	$1,457,673	$74,403	$-38,420

NATIONAL LIFELINE ASSOCIATION