LAKESIDE QRU INC

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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

1981

Legal Domicile

Principal Officer

MICHAEL STERRY

Phone

4068442775

Tax Period

2025-01-01 to 2025-12-31

LAKESIDE QRU INC, founded in 1981, is a small nonprofit that reported $666K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. Net assets of $1.9M represent 34 months of operating reserves.

Mission

OUR MISSION IS TO PROVIDE ESSENTIAL QUALITY PRE-HOSPITAL EMERGENCY MEDICAL CARE AND TRANSPORT. WE ARE A TEAM OF DEDICATED INDIVIDUALS SERVING OUR NEIGHBORS IN TIME OF NEED.

Program Service Accomplishments

Program 1

Expenses: $503,480 Revenue: $461,853

THE LAKESIDE QRU, INC. PROVIDES EMERGENCY PRE-HOSPITAL CARE AND TRANSPORT, IF NEEDED, TO ANY PERSON REQUIRING SUCH AID. THE ORGANIZATION IS DISPATCHED THROUGH FLATHEAD COUNTY DISPATCH AND PRIMARILY OPERATES IN FLATHEAD COUNTY AND ON THE BORDER OF LAKE COUNTY IN THE STATE OF MONTANA. THE PERSONNEL OF THE ORGANIZATION CONSIST OF EMERGENCY MEDICAL RESPONDERS, TECHNICIANS AND PARAMEDICS. THE OPERATIONS ARE FURTHER SUPPORTED BY AN EXECUTIVE DIRECTOR, OPERATIONS MANAGER AND SERVICE DIRECTOR. THE ORGANIZATION OPERATES OUT OF TWO STATION LOCATIONS (LAKESIDE AND SOUTH KALISPELL) AND CURRENTLY HAS THREE AMBULANCES AND TWO AID CARS.

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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 $179,464

Program Service Revenue $461,853

Investment Income $24,228

Other Revenue $664

TOTAL REVENUE $666,209

Expense Breakdown

Grants Paid $0

Salaries & Benefits $373,313

Fundraising Expenses $0

Program Expenses $503,480

Other Expenses $330,182

TOTAL EXPENSES $703,495

Year-over-Year Comparison

	2025	2024	Change
Revenue	$666,209	$717,238	-0.1%
Expenses	$703,495	$607,323	+0.2%
Net Income	$-37,286	$109,915	-1.3%

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

$69,643

Total Directors

$2,431

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL STERRY	CHAIRPERSON	4.00	Officer Director	$0	$0	$0
LANCE FAHRNEY	VICE CHAIRPE	0.75	Officer Director	$0	$0	$0
BRIAN SCHMUTZ	TREASURER	2.00	Officer Director	$2,431	$0	$2,431
KASEY BUTLER	SECRETARY	2.25	Officer Director	$0	$0	$0
COURTNEY SHAEFFER	BOARD MEMBER	0.75	Director	$0	$0	$0
RG DICKEY	BOARD MEMBER	0.75	Director	$0	$0	$0
BARBARA STERRY	BOARD MEMBER	0.75	Director	$0	$0	$0
JORDEN OWEN	EXECUTIVE DI	32.00	Officer	$67,212	$0	$67,212

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	$666,209	$703,495	$1,910,640	$-37,286
2024	No data	No data	No data	No data
2023	$670,736	$581,271	$1,838,413	$89,465
2022	$506,072	$454,759	$1,748,915	$51,313
2021	$442,692	$389,237	$1,699,314	$53,455
2020	$332,210	$274,855	$1,644,307	$57,355
2019	$250,380	$249,596	$1,586,873	$784
2018	$236,004	$199,331	$1,587,672	$36,673