LIFEWORK LEADERSHIP FIRST COAST (EIN 593536401) - 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

1998

Legal Domicile

Principal Officer

TAMMIE MCCLAFFERTY

Phone

9549959700

Tax Period

2023-07-01 to 2024-06-30

LIFEWORK LEADERSHIP FIRST COAST, founded in 1998, is a small nonprofit in the Human Services sector that reported $566K in total revenue in fiscal year 2023. Expenses of $523K left a modest 8% surplus.

Mission

JOURNEY PROGRAM: TO PROVIDE CHRISTIAN LEADERSHIP PRINCIPLES TO BUSINESS LEADERS IN ORDER TO INFUSE THEM WITH HONEST, WHOLESOME MANAGEMENT PRACTICES THAT BETTER THE COMMUNITY.

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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 $230,677

Program Service Revenue $148,115

Investment Income $1,062

Other Revenue $186,173

TOTAL REVENUE $566,027

Expense Breakdown

Grants Paid $4,517

Salaries & Benefits $280,533

Fundraising Expenses $33,453

Program Expenses $436,113

Other Expenses $238,342

TOTAL EXPENSES $523,392

Year-over-Year Comparison

	2023	2022	Change
Revenue	$566,027	N/A	N/A
Expenses	$523,392	N/A	N/A
Net Income	$42,635	N/A	N/A

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

$128,665

Total Directors

$128,665

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAMMIE MCCLAFFERTY	CEO	40.00	Officer Director	$0	$0	$128,665
BOB BALDWIN	SECRETARY	N/A	Officer Director	$0	$0	$0
MATTHEW CHANG	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL CLOIN	TREASURER	N/A	Officer Director	$0	$0	$0
DAVID DAVIS	DIRECTOR	N/A	Director	$0	$0	$0
BRANDON FORSCHINO	DIRECTOR	N/A	Director	$0	$0	$0
GLENN HENDERSON	DIRECTOR	N/A	Director	$0	$0	$0
MARY ANNE JACOBS	DIRECTOR	N/A	Director	$0	$0	$0
MAC MCGEHEE	DIRECTOR	N/A	Director	$0	$0	$0
PATRICK MCMANAMON	DIRECTOR	N/A	Director	$0	$0	$0
KRISTIN MCLAUCHLAN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ERIN SKINNER	DIRECTOR	N/A	Director	$0	$0	$0
KATHERINE WAY	DIRECTOR	N/A	Director	$0	$0	$0
EDMOND WILLIAMS	DIRECTOR	N/A	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
2025	No data	No data	No data	No data
2024	$566,027	$523,392	$174,321	$42,635
2023	$395,990	$350,554	$137,766	$45,436
2022	$388,161	$355,698	$76,117	$32,463
2021	$364,235	$344,781	$81,661	$19,454

LIFEWORK LEADERSHIP FIRST COAST