LAKEVIEW VILLAGE FOUNDATION (EIN 742809238) - 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

1997

Legal Domicile

Principal Officer

ROBERT I CLAUSEN JR

Phone

9137442430

Tax Period

2023-01-01 to 2023-12-31

LAKEVIEW VILLAGE FOUNDATION, founded in 1997, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.0M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $742K, a strong 74% operating margin.

Mission

TO SUPPORT LAKEVIEW VILLAGE, INC., A 501(C)(3) ORGANIZATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $778,577

Program Service Revenue $46,055

Investment Income $176,247

Other Revenue $0

TOTAL REVENUE $1,000,879

Expense Breakdown

Grants Paid $35,050

Salaries & Benefits $174,748

Fundraising Expenses $175,608

Program Expenses $83,633

Other Expenses $49,443

TOTAL EXPENSES $259,241

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,000,879	$1,306,340	-0.2%
Expenses	$259,241	$294,948	-0.1%
Net Income	$741,638	$1,011,392	-0.3%

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

$517,039

Total Directors

$316,913

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT I CLAUSEN JR	PRESIDENT/CEO (INTERIM VICE CHAIR)	5.00	Officer Director	$0	$35,540	$316,913
CATHY LUST	PAST CHAIR (TERM END 2/2023)	1.00	Officer Director	$0	$0	$0
STEVE BRIODY	CHAIR	1.00	Officer Director	$0	$0	$0
JOAN DAVIES	PAST SECRETARY (TERM END 2/2023)	1.00	Officer Director	$0	$0	$0
CECIL MILLER	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
DALE WARMAN	PAST TRUSTEE (TERM END 2/2023)	1.00	Director	$0	$0	$0
LINDA COLE	TRUSTEE	1.00	Director	$0	$0	$0
JOHN QUICK	TRUSTEE	1.00	Director	$0	$0	$0
ELAINE LORENZEN	TRUSTEE	1.00	Director	$0	$0	$0
DEBRA HALLAUER	TRUSTEE	1.00	Director	$0	$0	$0
MANDY STUKE	TRUSTEE	1.00	Director	$0	$0	$0
TOM PHILLIPS	TRUSTEE	1.00	Director	$0	$0	$0
GARY WHITTIER	TRUSTEE	1.00	Director	$0	$0	$0
HEATH LEUCK	CFO	5.00	Officer	$0	$9,000	$200,126

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	No data	No data	No data	No data
2023	$1,000,879	$259,241	$6,578,881	$741,638
2022	$1,306,340	$294,948	$5,887,114	$1,011,392
2021	$1,172,833	$230,603	$5,038,737	$942,230
2020	$551,778	$212,118	$3,917,337	$339,660
2019	$722,925	$403,311	$3,388,588	$319,614
2018	$1,141,208	$864,628	$2,935,654	$276,580

LAKEVIEW VILLAGE FOUNDATION