LAKESIDE QRU INC (EIN 810399789) - 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

1981

Legal Domicile

Principal Officer

BRIAN SCHMUTZ

Phone

4068442775

Tax Period

2023-01-01 to 2023-12-31

LAKESIDE QRU INC, founded in 1981, is a small nonprofit that reported $671K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $581K left a modest 13% surplus.

Mission

QUICK RESPONSE EMERGENCY SERVICES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $122,112

Program Service Revenue $531,381

Investment Income $17,243

Other Revenue $0

TOTAL REVENUE $670,736

Expense Breakdown

Grants Paid $0

Salaries & Benefits $238,029

Fundraising Expenses $717

Program Expenses $488,260

Other Expenses $343,242

TOTAL EXPENSES $581,271

Year-over-Year Comparison

	2023	2022	Change
Revenue	$670,736	$506,072	+0.3%
Expenses	$581,271	$454,759	+0.3%
Net Income	$89,465	$51,313	+0.7%

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

$32,459

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORDEN OWEN	EXECUTIVE DI	20.00	Officer	$32,459	$0	$32,459
KASEY BUTLER	SECRETARY	1.25	Officer Director	$0	$0	$0
RG DICKEY	BOARD MEMBER	0.75	Director	$0	$0	$0
LANCE FAHRNEY	VICE CHAIRPE	0.75	Officer Director	$0	$0	$0
BRENDA REITER	BOARD MEMBER	0.75	Director	$0	$0	$0
BRIAN SCHMUTZ	TREASURER	2.00	Officer Director	$0	$0	$0
BARBARA STERRY	BOARD MEMBER	0.75	Director	$0	$0	$0
MICHAEL STERRY	CHAIRPERSON	2.00	Officer 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	$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

LAKESIDE QRU INC