LAKE DIXIE INC (EIN 750753075) - 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

1941

Legal Domicile

Principal Officer

SCOTT LEE

Phone

9037543884

Tax Period

2025-01-01 to 2025-12-31

LAKE DIXIE INC, founded in 1941, is a micro nonprofit in the Environment sector that reported $39K in total revenue in fiscal year 2025. Revenue fell 39% from the prior year — a significant decline worth monitoring. Net assets of $764K represent 234 months of operating reserves.

Mission

Organized exclusively for charitable, educational, and scientific purposes; to preserve and protect Lake Dixie and its surroundings and to enhance water quality, fishery, boating safety, as a recreational facility.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $39,250

Investment Income $0

Other Revenue $0

TOTAL REVENUE $39,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,262

Other Expenses $42,262

TOTAL EXPENSES $42,262

Year-over-Year Comparison

	2025	2024	Change
Revenue	$39,250	$64,291	-0.4%
Expenses	$42,262	$71,200	-0.4%
Net Income	$-3,012	$-6,909	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOMMY HOLMES	PRESIDENT	2.00	Officer Director	$0	$0	$0
JERRY JONES	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT LEE	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
CLYDE WILSON	MEMBER	1.00	Director	$0	$0	$0
TRAVIS PENNER	MEMBER	1.00	Director	$0	$0	$0
KILLIS LAGRONE	MEMBER	1.00	Director	$0	$0	$0
PAT SMITH	MEMBER	1.00	Director	$0	$0	$0
KENNY MCDANIELS	MEMBER	1.00	Director	$0	$0	$0
JONATHAN HOLDER	MEMBER	1.00	Director	$0	$0	$0
JEFF SMITH	LAKE KEEPER	5.00	Key Emp	$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	$39,250	$42,262	$764,038	$-3,012
2024	$64,291	$71,200	$767,050	$-6,909
2023	$56,234	$89,622	$773,959	$-33,388
2022	$41,674	$191,850	$807,347	$-150,176
2021	$582,981	$41,924	$957,523	$541,057

LAKE DIXIE INC