Lake Family Resource Center (EIN 680353914) - 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

2000

Legal Domicile

Principal Officer

Lisa Morrow

Phone

7072790563

Tax Period

2024-07-01 to 2025-06-30

Lake Family Resource Center, founded in 2000, is a community nonprofit in the Human Services sector that reported $4.8M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

Lake Family Resource Center is committed to enhancing our community's strength, resilience, and unity by providing tailored support to each unique family we serve.

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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 $4,786,430

Program Service Revenue $4,696

Investment Income $-10

Other Revenue $21,509

TOTAL REVENUE $4,812,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,351,884

Fundraising Expenses $0

Program Expenses $4,302,406

Other Expenses $1,533,606

TOTAL EXPENSES $4,885,490

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,812,625	$4,180,186	+0.2%
Expenses	$4,885,490	$4,216,994	+0.2%
Net Income	$-72,865	$-36,808	+1.0%

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

$225,989

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Morrow	Executive Dir.	40.00	Officer	$93,999	$24,345	$118,344
Maggie Gonzalez	Dir of Finance	40.00	Officer	$83,203	$24,442	$107,645
Shelly Trumbo	Chair	2.00	Officer Director	$0	$0	$0
Stephanie Simon	Vice Chair	2.00	Officer Director	$0	$0	$0
Harry Buz Dereniuk	Treasurer	2.00	Officer Director	$0	$0	$0
Ilene Dumont	Secretary	2.00	Officer Director	$0	$0	$0
Angela Cuellar-Marroquin	Member	2.00	Director	$0	$0	$0
Genee Woodson	Member	2.00	Director	$0	$0	$0
Becky Salato	Member	2.00	Director	$0	$0	$0
Carlos Torrez	Member	2.00	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	$4,812,625	$4,885,490	$1,838,583	$-72,865
2024	$4,180,186	$4,216,994	$2,251,624	$-36,808
2023	$4,044,270	$4,103,025	$2,398,194	$-58,755
2022	$3,824,971	$3,856,638	$1,880,928	$-31,667
2021	$3,744,987	$3,557,896	$2,172,475	$187,091
2021	$3,417,704	$3,571,563	$1,783,846	$-153,859
2020	$3,628,583	$3,646,168	$1,960,039	$-17,585
2019	$3,501,242	$3,389,363	$1,721,721	$111,879
2018	$2,662,978	$2,645,085	$1,543,703	$17,893

Lake Family Resource Center