THE LYNNWOOD FOUNDATION (EIN 561987315) - 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

1996

Legal Domicile

Principal Officer

PETER BLAIR

Phone

7043754400

Tax Period

2023-01-01 to 2023-12-31

THE LYNNWOOD FOUNDATION, founded in 1996, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.3M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $6.2M exceeded revenue, resulting in a 17% operating deficit.

Mission

TO OPERATE THE DUKE MANSION AS A HISTORIC INN AND COMMUNITY GATHERING PLACE FOR THE PURPOSE OF PRESERVING AND PROVIDING PUBLIC ACCESS AND ENGAGEMENT TO THE SITE AND ITS HISTORY AND TO OPERATE THE LEE INSTITUTE, WHICH AS THE ACTIVE PROGRAMMING ARM, WORKS TO SECURE THE FUTURE OF COMMUNITY LEADERSHIP.

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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 $700,816

Program Service Revenue $4,596,708

Investment Income $3,980

Other Revenue $776

TOTAL REVENUE $5,302,280

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,444,502

Fundraising Expenses $542,565

Program Expenses $5,050,494

Other Expenses $2,630,786

TOTAL EXPENSES $6,229,798

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,302,280	$6,440,405	-0.2%
Expenses	$6,229,798	$5,917,767	+0.1%
Net Income	$-927,518	$522,638	-2.8%

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

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

$501,700

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUTHERFORD BRYSON III	CHAIRPERSON	0.90	Officer Director	$0	$0	$0
MARY LONG	TREASURER	0.90	Officer Director	$0	$0	$0
LINDA WEISBRUCH	SECRETARY	0.90	Officer Director	$0	$0	$0
BEN BENSON	DIRECTOR	0.50	Director	$0	$0	$0
BEVERLY ALLEN	DIRECTOR	0.20	Director	$0	$0	$0
ARMANDO CHARDIET	DIRECTOR	0.40	Director	$0	$0	$0
JANE SCHWAB	DIRECTOR	0.30	Director	$0	$0	$0
DR BRYAN PATTERSON	DIRECTOR	0.20	Director	$0	$0	$0
ELISSA MOORE	DIRECTOR	0.80	Director	$0	$0	$0
RICK RAY	DIRECTOR	0.20	Director	$0	$0	$0
SALLY SAUSSY	DIRECTOR	0.20	Director	$0	$0	$0
SAYRE LINEBERGER	DIRECTOR	0.20	Director	$0	$0	$0
WILLIAM STATES LEE IV	DIRECTOR	0.40	Director	$0	$0	$0
COCO KILLIAN	DIRECTOR	0.50	Director	$0	$0	$0
CHIP NISBET	DIRECTOR	0.40	Director	$0	$0	$0
BETSY CONWAY	DIRECTOR	0.20	Director	$0	$0	$0
CHARLIE WELCH	DIRECTOR	0.50	Director	$0	$0	$0
JOHN WESTER	DIRECTOR	0.60	Director	$0	$0	$0
RONNIE BRYANT	DIRECTOR	0.40	Director	$0	$0	$0
DEE RAY	DIRECTOR	0.20	Director	$0	$0	$0
MICHAEL BLAIR	DIRECTOR	0.50	Director	$0	$0	$0
LISA GUERRIERO	CFO	50.00	Officer	$166,882	$16,422	$183,304
PETER BLAIR	PRESIDENT & CEO	50.00	Officer	$302,177	$16,219	$318,396
CHRYSTAL JOY	DIRECTOR - LEE INSTITUTE	50.00	Highest	$145,580	$7,242	$152,822
RONDEL BALITAAN	GEN MGR - DUKE MANSION	50.00	Highest	$116,687	$4,721	$121,408
GINA ESQUIVEL	DIRECTOR - LEE INSTITUTE	50.00	Highest	$113,940	$8,810	$122,750

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	$5,302,280	$6,229,798	$25,356,540	$-927,518
2022	$6,440,405	$5,917,767	$24,299,932	$522,638
2021	$5,860,754	$4,863,525	$21,387,443	$997,229
2020	$2,615,787	$3,679,874	$18,846,835	$-1,064,087
2019	$5,126,351	$5,572,910	$18,666,078	$-446,559
2018	$5,317,500	$5,580,162	$17,191,487	$-262,662

THE LYNNWOOD FOUNDATION