LIFEBOAT Foundation USA (EIN 721461140) - 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

1999

Legal Domicile

Principal Officer

Lisa Murray

Phone

7024076000

Tax Period

2024-01-01 to 2024-12-31

LIFEBOAT Foundation USA, founded in 1999, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $65K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $366K exceeded revenue, resulting in a 462% operating deficit.

Mission

See Sch. O.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $63,645

Program Service Revenue $0

Investment Income $0

Other Revenue $1,536

TOTAL REVENUE $65,181

Expense Breakdown

Grants Paid $285,952

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $340,180

Other Expenses $80,505

TOTAL EXPENSES $366,457

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,181	$56,434	+0.2%
Expenses	$366,457	$297,473	+0.2%
Net Income	$-301,276	$-241,039	+0.2%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Annette Aguirre	Director (Jan - May 2024)	2.00	Director	$0	$0	$0
Amy Mildren	Director (Jan - May 2024)	2.00	Director	$0	$0	$0
Taylor Setar	Director (Jan - May 2024)	2.00	Director	$0	$0	$0
Jason Stewart	Director (Jan - May 2024)	2.00	Director	$0	$0	$0
Autumn Romancheck	Director (May - December 2024)	2.00	Director	$0	$0	$0
Michael Hart	Director (May - December 2024)	2.00	Director	$0	$0	$0
Richard Weber	Director	2.00	Director	$0	$0	$0
Craig Fjelsted	Director	2.00	Director	$0	$0	$0
Heather Rapp	Director	2.00	Director	$0	$0	$0
Maria Wilson	Director	2.00	Director	$0	$0	$0
Greg Palk ex-officio	President (Jan - May 2024)	4.00	Officer	$0	$0	$0
Reed Horsley ex-officio	Secretary (Jan - May 2024)	2.00	Officer	$0	$0	$0
Lisa Murray ex-officio	President (June - December 2024)	3.50	Officer	$0	$0	$0
Ellen Kerby ex-officio	Secretary (June - December 2024)	2.00	Officer	$0	$0	$0
Ricardo Cornejo Rivas ex-officio	Treasurer	4.00	Officer	$0	$0	$0
Casey Merker ex-officio	Administrator	4.00	Officer	$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
2024	$65,181	$366,457	$1,785,811	$-301,276
2023	$56,434	$297,473	$2,087,087	$-241,039
2022	$122,226	$441,261	$2,333,226	$-319,035
2021	$2,882,081	$982,793	$2,647,161	$1,899,288
2020	$1,607,438	$893,272	$747,873	$714,166

LIFEBOAT Foundation USA