LIFESTYLE MANAGEMENT INC (EIN 731264836) - 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

1985

Legal Domicile

Principal Officer

DONALD SMITH

Phone

4058268000

Tax Period

2020-01-01 to 2020-12-31

LIFESTYLE MANAGEMENT INC, founded in 1985, is a community nonprofit in the Animal-Related sector that reported $1.3M in total revenue in fiscal year 2020. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $269K, a strong 20% operating margin.

Mission

TO PROVIDE SHELTER FOR HOMELESS AND ABANDONED ANIMALS AND PROVIDE SERVICES TO HELP IN PREVENTION OF CRUELTY TO ANIMALS. THE CORP SHALL NOT BECOME INVOLVED IN ANY ACTIVITIES PRECLUDED BY IRS CODE SECTION 501C3.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,342,672

Other Revenue $0

TOTAL REVENUE $1,342,672

Expense Breakdown

Grants Paid $311,520

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $865,243

Other Expenses $761,805

TOTAL EXPENSES $1,073,325

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,342,672	$1,859,460	-0.3%
Expenses	$1,073,325	$1,585,757	-0.3%
Net Income	$269,347	$273,703	0.0%

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

N/A

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
TIFFANY SMITH	DIRECTOR	002.00	Director	$0	$0	$0
DENVER SMITH	DIRECTOR	002.00	Director	$0	$0	$0
DONALD SMITH	CHAIRMAN	005.00	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
2020	$1,342,672	$1,073,325	$6,966,679	$269,347
2019	$1,859,460	$1,585,757	$6,697,332	$273,703
2018	$528,857	$1,032,828	$6,815,918	$-503,971

LIFESTYLE MANAGEMENT INC