LAKE WORTH WEST RESIDENT PLANNING GROUP INC (EIN 650838753) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

KATHRYN WALL

Phone

5616499600

Tax Period

2023-10-01 to 2024-09-30

LAKE WORTH WEST RESIDENT PLANNING GROUP INC, founded in 1998, is a community nonprofit in the Community Improvement sector that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

OUR MISSION IS TO PROMOTE FAMILIES THROUGH RESOURCES THAT EMPOWER THEM TO THRIVE AND PROSPER, LEADING THE WAY FOR OTHERS TO ACHIEVE THE SAME.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,835,728

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,835,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $946,645

Fundraising Expenses $8,573

Program Expenses $1,662,103

Other Expenses $860,910

TOTAL EXPENSES $1,807,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,835,728	$1,678,182	+0.1%
Expenses	$1,807,555	$1,568,355	+0.2%
Net Income	$28,173	$109,827	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$111,265

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN WALL	PRESIDENT	5.00	Officer Director	$0	$0	$0
RICHARD LLERENA	TREASURER	5.00	Officer Director	$0	$0	$0
HEATH CHUTE	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
N/A	SECRETARY	5.00	Director	$0	$0	$0
SELENA SANTOS	BOARD MEMBER	5.00	Director Highest	$0	$0	$0
CHRISTOPHER FINKLEY	BOARD MEMBER	5.00	Director	$0	$0	$0
SAIDY GARZON	EXECUTIVE DIRECTOR	40.00	Key Emp Highest	$111,265	$0	$111,265

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	$1,835,728	$1,807,555	$653,316	$28,173
2023	$1,678,182	$1,568,355	$586,294	$109,827
2022	$1,337,196	$1,346,290	$330,171	$-9,094
2021	$1,237,458	$1,177,513	$343,802	$59,945
2020	$1,299,898	$1,235,599	$302,477	$64,299
2019	$1,276,369	$1,291,967	$229,839	$-15,598
2019	$1,276,369	$1,291,967	$229,839	$-15,598
2018	$1,188,482	$1,149,117	$248,286	$39,365

LAKE WORTH WEST RESIDENT PLANNING GROUP INC