LORIEN WOOD (EIN 562378397) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

Kevin Prestwich

Phone

7038541640

Tax Period

2023-07-01 to 2024-06-30

LORIEN WOOD, founded in 2004, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2017. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 7% surplus.

Mission

Lorien Wood is an Christian school with the mission of helping children explore God's world and discover their place in it. In the 2023-2024 school year, 113 students in grades pre-K through 11th were taught during a 9-month school year.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $23,962

Program Service Revenue $1,247,643

Investment Income $3,165

Other Revenue $4,513

TOTAL REVENUE $1,279,283

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,072,855

Fundraising Expenses $0

Program Expenses $1,391,857

Other Expenses $319,002

TOTAL EXPENSES $1,391,857

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,279,283	$1,656,836	-0.2%
Expenses	$1,391,857	$1,646,976	-0.2%
Net Income	$-112,574	$9,860	-12.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amy Butcher	Head of School (Ex Officio)	40	Highest	$105,000	$0	$105,000
Heather Etner	Chair	15	Officer Director	$0	$0	$0
Bree Steiner	Vice Chair	10	Officer Director	$0	$0	$0
Kevin Prestwich	Treasurer	10	Officer Director	$0	$0	$0
Bree Steiner	Secretary	5	Officer Director	$0	$0	$0
Doug Gerlemann	Board Member At Large	5	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
2025	No data	No data	No data	No data
2024	$1,279,283	$1,391,857	$905,054	$-112,574
2023	$1,656,836	$1,646,976	$1,035,048	$9,860
2022	$1,697,564	$1,525,726	$2,137,019	$171,838
2021	$1,559,718	$1,313,383	$2,207,836	$246,335
2020	$1,483,240	$1,415,759	$1,765,607	$67,481
2019	$1,513,772	$1,444,936	$1,745,360	$68,836
2018	$1,459,974	$1,363,402	$1,664,051	$96,572

LORIEN WOOD