LIONSGATE FOUNDATION (EIN 800467280) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

Aaron Leisen

Phone

6127503335

Tax Period

2023-01-01 to 2023-12-31

LIONSGATE FOUNDATION, founded in 2011, is a small nonprofit in the Diseases & Disorders sector that reported $126K in total revenue in fiscal year 2023. The organization ran a surplus of $47K, a strong 37% operating margin.

Mission

Fundraising and grantmaking for innovative educational programming, activities and training for students with Autism, their families and those who support them.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $113,735

Program Service Revenue $0

Investment Income $12,724

Other Revenue $0

TOTAL REVENUE $126,459

Expense Breakdown

Grants Paid $63,579

Salaries & Benefits $0

Fundraising Expenses $11,190

Program Expenses $63,579

Other Expenses $16,281

TOTAL EXPENSES $79,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$126,459	$132,300	0.0%
Expenses	$79,860	$40,562	+1.0%
Net Income	$46,599	$91,738	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Joe Timmons	Board Chair	2	Officer Director	$0	$0	$0
Lois Hall	Vice Chair	2	Officer Director	$0	$0	$0
Aaron Leisen	Treasurer	2	Officer Director	$0	$0	$0
Lindsey Rose	Secretary	2	Officer Director	$0	$0	$0
Liz Pearson	Director	2	Director	$0	$0	$0
Cynthia Kerr	Director	2	Director	$0	$0	$0
Jeffrey Osterhaut	Director	2	Director	$0	$0	$0
Julie Tarshish	Director	2	Director	$0	$0	$0
Craig Pearson	Director	2	Director	$0	$0	$0
Hala Asamarai	Director	2	Director	$0	$0	$0
Diane Restorff	Director	2	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
2024	No data	No data	No data	No data
2023	$126,459	$79,860	$463,418	$46,599
2022	$132,300	$40,562	$416,819	$91,738
2021	$71,550	$36,854	$327,900	$34,696
2020	$104,312	$72,807	$290,385	$31,505

LIONSGATE FOUNDATION