LEHIGH VALLEY WORKFORCE INVESTMENT BOARD INC (EIN 770699991) - 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

2000

Legal Domicile

Principal Officer

JANE BROOKS

Phone

6104375627

Tax Period

2024-07-01 to 2025-06-30

LEHIGH VALLEY WORKFORCE INVESTMENT BOARD INC, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.8M in total revenue in fiscal year 2024.

Mission

TO IMPLEMENT A PA CAREERLINK DELIVERY SYSTEM WHICH SERVES OUR COMMUNITY AS A CLEARINGHOUSE OF RESOURCES, INCLUSIVE OF ALL INFORMATION, EMPLOYMENT OPPORTUNITIES, TRAINING AND EDUCATION OPTIONS AND ECONOMIC DEVELOPMENT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,723,166

Program Service Revenue $0

Investment Income $48,591

Other Revenue $29,405

TOTAL REVENUE $8,801,162

Expense Breakdown

Grants Paid $6,095,720

Salaries & Benefits $967,996

Fundraising Expenses $0

Program Expenses $8,076,545

Other Expenses $1,740,749

TOTAL EXPENSES $8,804,465

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,801,162	$8,388,507	+0.0%
Expenses	$8,804,465	$8,459,109	+0.0%
Net Income	$-3,303	$-70,602	-1.0%

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

Employees

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

$340,579

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE BROOKS	CHAIR	2.00	Officer Director	$0	$0	$0
MORTEN RASMUSSEN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
STEPHEN PATTERSON	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
DR ANN BIEBER	BOARD MEMBER	2.00	Director	$0	$0	$0
HEATHER CARDONA	BOARD MEMBER	2.00	Director	$0	$0	$0
BROOKE CHO	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICK EDMONDS	BOARD MEMBER	2.00	Director	$0	$0	$0
LORRAINE FACCENDA	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFFREY FRETZ	BOARD MEMBER	2.00	Director	$0	$0	$0
KARIANNE GELINAS	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES IRWIN	BOARD MEMBER	2.00	Director	$0	$0	$0
CECEILIA JACKSON	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSEPH KOVALCHIK	BOARD MEMBER	2.00	Director	$0	$0	$0
KURT LANDES	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN MACDONALD	BOARD MEMBER	2.00	Director	$0	$0	$0
DENISE MAIATICO	BOARD MEMBER	2.00	Director	$0	$0	$0
GREGG MARZANO	BOARD MEMBER	2.00	Director	$0	$0	$0
TIMOTHY MULLIGAN	BOARD MEMBER	2.00	Director	$0	$0	$0
KENNETH NASATKA	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA NESBITT	BOARD MEMBER	2.00	Director	$0	$0	$0
REBECCA NOWERY	BOARD MEMBER	2.00	Director	$0	$0	$0
OWEN O'NEIL	BOARD MEMBER	2.00	Director	$0	$0	$0
GREGG POTTER	BOARD MEMBER	2.00	Director	$0	$0	$0
KEITH REYNOLDS	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
DEBI RICE	BOARD MEMBER	2.00	Director	$0	$0	$0
PORTIA WATKINS	BOARD MEMBER	2.00	Director	$0	$0	$0
MARYBETH FERGUSON-WILLIAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID WOLFF	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL WOODLAND	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROL YOUNG	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY DISCHINAT	EXECUTIVE DI	40.00	Officer	$184,479	$23,063	$207,542
MARIE BEACHER	FISCAL DIREC	40.00	Officer	$41,072	$2,579	$43,651
DAVID HEIN	FISCAL DIREC	40.00	Officer	$86,726	$2,660	$89,386

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	$8,801,162	$8,804,465	$6,241,003	$-3,303
2024	$8,388,507	$8,459,109	$6,544,818	$-70,602
2023	$7,497,283	$7,497,281	$3,717,802	$2
2022	$7,394,351	$7,410,004	$3,907,064	$-15,653
2021	$7,178,507	$7,216,029	$3,580,757	$-37,522
2020	$7,877,777	$7,872,457	$4,636,524	$5,320
2020	$7,877,777	$7,872,457	$4,636,524	$5,320
2019	$8,335,060	$8,413,448	$3,621,101	$-78,388
2018	$8,274,772	$8,359,564	$3,659,057	$-84,792

LEHIGH VALLEY WORKFORCE INVESTMENT BOARD INC