LAKELAND VOLUNTEERS IN MEDICINE INC (EIN 522351630) - 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

2001

Legal Domicile

Principal Officer

ALICE KOEHLER

Phone

8636885846

Tax Period

2023-01-01 to 2023-12-31

LAKELAND VOLUNTEERS IN MEDICINE INC, founded in 2001, is a community nonprofit in the Health Care sector that reported $3.6M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $659K, a strong 18% operating margin.

Mission

LVIM PROVIDES HIGH QUALITY, COMPASSIONATE, FREE PRIMARY MEDICAL, DENTAL AND MENTAL HEALTHCARE TO THE WORKING UNINSURED OF POLK COUNTY, FLORIDA. LVIM IS A PRIMARY AND MULTI-SPECIALTY CLINIC PROVIDING DOCTOR AND NURSE VISITS, LAB TESTS, X-RAYS,PHARMACY SERVICES, DENTAL CARE, AND REFERRAL SERVICES TO A NETWORK OF PARTNER AGENCIES AND PROGRAMS. LVIM UTILIZES THE EXPERTISE OF VOLUNTEER PROVIDERS AND SUPPORT STAFF.

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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 $3,584,265

Program Service Revenue $0

Investment Income $158,059

Other Revenue $-155,170

TOTAL REVENUE $3,587,154

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,409,326

Fundraising Expenses $190,249

Program Expenses $2,588,219

Other Expenses $1,518,343

TOTAL EXPENSES $2,927,669

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,587,154	$3,970,657	-0.1%
Expenses	$2,927,669	$2,347,534	+0.2%
Net Income	$659,485	$1,623,123	-0.6%

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

442

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

$123,771

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENDRAH HARPER	DENTIST	40.00	Highest	$124,728	$0	$124,728
ALICE KOEHLER	PRESIDENT/CE	40.00	Officer	$123,771	$0	$123,771
BRUCE ABELS	DIRECTOR	1.00	Director	$0	$0	$0
LEILA BLACKING	DIRECTOR	1.00	Director	$0	$0	$0
DR DOUG EBERSOLE	DIRECTOR	1.00	Director	$0	$0	$0
BOB ECKENROTH	DIRECTOR	1.00	Director	$0	$0	$0
YADIRA HOLMES	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH KRAUSE	DIRECTOR	1.00	Director	$0	$0	$0
WILL LINK	DIRECTOR	1.00	Director	$0	$0	$0
JACQUELYNNE MAXEY	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN MILLER	DIRECTOR	1.00	Director	$0	$0	$0
ED NEW	DIRECTOR	1.00	Director	$0	$0	$0
LARRY PAKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN L PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
DR TIM REGAN	DIRECTOR	1.00	Director	$0	$0	$0
SANDY SHEETS	DIRECTOR	1.00	Director	$0	$0	$0
JAQUALANN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
RICA WALKER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM DUKE	TREASURER	1.00	Officer	$0	$0	$0
ADIL KAHN	VICE CHAIR	1.00	Officer	$0	$0	$0
SUSAN LEFRANCOIS	SECRETARY	1.00	Officer	$0	$0	$0
ASHLEY LINK	CHAIR	1.00	Officer	$0	$0	$0
KEVIN MCWILLIAMS	IMMEDIATE PA	1.00	Officer	$0	$0	$0
WEYMON SNUGGS	ADVISORY BOA	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	No data	No data	No data	No data
2023	$3,587,154	$2,927,669	$10,342,534	$659,485
2022	$3,970,657	$2,347,534	$9,455,534	$1,623,123
2021	$2,608,679	$2,445,821	$8,224,883	$162,858
2020	$2,540,891	$2,611,203	$7,954,845	$-70,312
2019	$2,149,797	$2,200,737	$7,963,330	$-50,940
2018	$5,883,560	$1,987,179	$7,686,609	$3,896,381

LAKELAND VOLUNTEERS IN MEDICINE INC