LIFELINK LEGACY FUND (EIN 593040982) - 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

STEPHANIE HERNANDEZ

Phone

8132532640

Tax Period

2023-07-01 to 2024-06-30

LIFELINK LEGACY FUND, founded in 1990, is a small nonprofit that reported $623K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $171K, a strong 27% operating margin.

Mission

SUPPORT LIFELINK FOUNDATION, WHICH IS DEDICATED TO RECOVERING ORGANS FOR TRANSPLANTATION THERAPY.

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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 $215,643

Program Service Revenue $0

Investment Income $407,775

Other Revenue $0

TOTAL REVENUE $623,418

Expense Breakdown

Grants Paid $160,818

Salaries & Benefits $204,093

Fundraising Expenses $43,618

Program Expenses $342,096

Other Expenses $87,259

TOTAL EXPENSES $452,170

Year-over-Year Comparison

	2023	2022	Change
Revenue	$623,418	$684,659	-0.1%
Expenses	$452,170	$396,551	+0.1%
Net Income	$171,248	$288,108	-0.4%

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

N/A

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

$1,968,480

Total Directors

$568,342

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICTOR BOWERS MD	DIRECTOR	2.00	Director	$0	$66,759	$373,503
THOMAS PEARSON MD	DIRECTOR	2.00	Director	$0	$28,656	$110,777
JOEL VAN SICKLER MD	DIRECTOR	2.00	Director	$0	$25,835	$80,312
LARRY JONES	CHAIR	2.00	Officer Director	$0	$0	$3,750
MARTHA MINAHAN	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD REDMON	DIRECTOR	2.00	Director	$0	$0	$0
JEAN DAVIS	PAST PRESIDENT & CEO (THRU 9/1/23)	2.00	Officer	$0	$51,739	$931,979
STEPHANIE HERNANDEZ	PRESIDENT & CEO	2.00	Officer	$0	$260,551	$740,264
PATRICK BRISLEY	TREASURER & CFO	2.00	Officer	$0	$37,642	$185,316
LINDA ARANT	SECRETARY	15.00	Officer	$0	$28,718	$107,171

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	$623,418	$452,170	$10,965,127	$171,248
2023	$684,659	$396,551	$9,545,941	$288,108
2022	$864,301	$336,814	$8,621,191	$527,487
2021	$641,324	$297,776	$10,548,593	$343,548
2020	$998,102	$262,768	$7,978,097	$735,334
2019	$883,937	$233,993	$8,074,082	$649,944
2018	$932,317	$587,622	$7,805,866	$344,695

LIFELINK LEGACY FUND