LAKEWOOD SERVICE LEAGUE (EIN 751839110) - 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

1982

Legal Domicile

Principal Officer

KRISTEN MCKERCHER

Tax Period

2021-06-01 to 2022-05-31

LAKEWOOD SERVICE LEAGUE, founded in 1982, is a small nonprofit in the Community Improvement sector that reported $102K in total revenue in fiscal year 2021. Expenses of $166K exceeded revenue, resulting in a 62% operating deficit.

Mission

TO IMPROVE THE LAKEWOOD/EAST DALLAS COMMUNITY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $16,128

Program Service Revenue $3,172

Investment Income $82,779

Other Revenue $0

TOTAL REVENUE $102,079

Expense Breakdown

Grants Paid $152,055

Salaries & Benefits $0

Fundraising Expenses $518

Program Expenses $158,304

Other Expenses $13,601

TOTAL EXPENSES $165,656

Year-over-Year Comparison

	2021	2020	Change
Revenue	$102,079	N/A	N/A
Expenses	$165,656	N/A	N/A
Net Income	$-63,577	N/A	N/A

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

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
JENNIFER BOVARD	DIRECTOR	1.00	Director	$0	$0	$0
JULIE BOYD	ASST TREAS/D	1.00	Officer Director	$0	$0	$0
SHELLEY BROYLES	DIRECTOR	1.00	Director	$0	$0	$0
EMILY SHEA CARTUSCIELLO	DIRECTOR	1.00	Director	$0	$0	$0
ARRON CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
LISA ELLIS	TREASURER/DI	1.00	Director	$0	$0	$0
ANNE HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE KIM	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA KRAFT	DIRECTOR	1.00	Director	$0	$0	$0
STACIE KRITZ	DIRECTOR	1.00	Director	$0	$0	$0
ROBYN KURPIEL	DIRECTOR	1.00	Director	$0	$0	$0
RACHAEL MCCLURE	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN MCKERCHER	PRESIDENT/DI	1.00	Director	$0	$0	$0
JULAYNA MEYER	SECRETARY/DI	1.00	Officer Director	$0	$0	$0
EMILY MOON	DIRECTOR	1.00	Director	$0	$0	$0
LK PIEROTTI	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE PINGLETON	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE SETHI	VICE PRESIDE	1.00	Director	$0	$0	$0
DEIRDRE SHIPLEY	DIRECTOR	1.00	Director	$0	$0	$0
JULI SRINIVANSAN	DIRECTOR	1.00	Director	$0	$0	$0
DIANA SUGG	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL ULLRICH	DIRECTOR	1.00	Director	$0	$0	$0
KALEIGH WALKER	DIRECTOR	1.00	Director	$0	$0	$0
KRISTEN VAN'T WESTEINDE	DIRECTOR	1.00	Director	$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
2022	$102,079	$165,656	$374,901	$-63,577

LAKEWOOD SERVICE LEAGUE