LIFE STYLES FOUNDATION INC (EIN 710764422) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

SHERRY ANDERSON

Phone

4795213581

Tax Period

2024-07-01 to 2025-06-30

LIFE STYLES FOUNDATION INC, founded in 1976, is a small nonprofit in the Human Services sector that reported $143K in total revenue in fiscal year 2018. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $102K, a strong 72% operating margin.

Mission

PROVIDING QUALITY SERVICES TO INDIVIDUALS WITH DISABILITIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,001

Program Service Revenue $0

Investment Income $153,172

Other Revenue $0

TOTAL REVENUE $155,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $11,461

TOTAL EXPENSES $11,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,173	$143,214	+0.1%
Expenses	$11,461	$65,799	-0.8%
Net Income	$143,712	$77,415	+0.9%

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

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

$349,917

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG HODGSON	VICE PRESIDENT	1.00	Director	$0	$0	$0
DAVID VAN BEBBER	PRESIDENT	1.00	Director	$0	$0	$0
JACK BUTT	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK KELLY	DIRECTOR	1.00	Director	$0	$0	$0
MARY MCKINNEY	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG SHY	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY ANDERSON	FINANCE DIRECTOR	40.00	Officer	$0	$20,771	$165,353
JOHN NEWMAN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$10,246	$184,564

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	$155,173	$11,461	$1,332,021	$143,712
2024	$143,214	$65,799	$1,194,024	$77,415
2023	$32,575	$16,728	$1,088,600	$15,847
2022	$88,135	$16,332	$954,729	$71,803
2021	$104,105	$55,558	$1,046,453	$48,547
2020	$23,020	$46,049	$790,713	$-23,029
2019	$142,787	$40,649	$869,329	$102,138

LIFE STYLES FOUNDATION INC