Lakeway Achievement Center Inc (EIN 621059541) - 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

1979

Legal Domicile

Phone

4235862196

Tax Period

2024-07-01 to 2025-06-30

Lakeway Achievement Center Inc, founded in 1979, is a mid-sized nonprofit that reported $15.0M in total revenue in fiscal year 2024.

Mission

TO PROVIDE CARE, EMPLOYMENT OPPORTUNITIES, AND JOB TRAINING FOR CLIENTS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $14,937,327

Investment Income $25,545

Other Revenue $80,649

TOTAL REVENUE $15,043,521

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,164,473

Fundraising Expenses $0

Program Expenses $13,071,769

Other Expenses $2,104,793

TOTAL EXPENSES $15,269,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,043,521	$15,201,814	0.0%
Expenses	$15,269,266	$14,397,618	+0.1%
Net Income	$-225,745	$804,196	-1.3%

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

155

Volunteers

N/A

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
Marilyn Medley	Board Member	001.00	Director	$0	$0	$0
Jeff Armstrong	Board Member	001.00	Director	$0	$0	$0
Annette Wright	Board Member	001.00	Director	$0	$0	$0
Rick Eldridge	Board Member	001.00	Director	$0	$0	$0
Charlene Davis	Board Member	001.00	Director	$0	$0	$0
Jessica Rich	Board Member	001.00	Director	$0	$0	$0
Stan Harville	Board Member	001.00	Director	$0	$0	$0
Hugh Clement	Board Member	001.00	Director	$0	$0	$0
Mike Minnich	Chairperson	001.00	Officer	$0	$0	$0
Jimmy Davis	Vice-Chairperson	001.00	Officer	$0	$0	$0
Brian Steisslinger	Treasurer	001.00	Officer	$0	$0	$0
Patsy Wright	Secretary	001.00	Officer	$0	$0	$0
Bonnie Guthrie	Executive Director	040.00	Highest	$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	$15,043,521	$15,269,266	$7,587,075	$-225,745
2024	No data	No data	No data	No data
2023	$13,501,119	$13,015,185	$6,642,228	$485,934
2022	$12,686,653	$12,309,452	$6,269,291	$377,201
2021	$10,737,798	$10,932,766	$5,691,574	$-194,968
2020	$11,209,010	$11,201,250	$5,742,460	$7,760
2019	$11,320,891	$10,925,774	$4,254,840	$395,117
2018	$10,803,175	$10,396,924	$3,791,399	$406,251

Lakeway Achievement Center Inc