LAKELAND UNION HIGH SCHOOL DISTRICT FOUNDATION INC (EIN 813568910) - 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

2016

Legal Domicile

Principal Officer

SUSAN GRAMS

Tax Period

2023-01-01 to 2023-12-31

LAKELAND UNION HIGH SCHOOL DISTRICT FOUNDATION INC, founded in 2016, is a micro nonprofit in the Education sector that reported $76K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $53K, a strong 70% operating margin.

Mission

FOUNDATION RAISES FUNDS AND ACCEPTS DONATIONS THAT ARE USED TO PROVIDE SCHOLARSHIPS TO GRADUATES AS WELL SUPPORTING LUHS SCHOOL PROGRAMS AND TO PROMOTE EDUCATION WITH LOCAL LEADERS, EDUCATORS AND PROFESSIONAL ADVISORS.

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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 $71,352

Program Service Revenue $0

Investment Income $20

Other Revenue $5,073

TOTAL REVENUE $76,445

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,003

Other Expenses $23,003

TOTAL EXPENSES $23,003

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,445	$129,616	-0.4%
Expenses	$23,003	$19,468	+0.2%
Net Income	$53,442	$110,148	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GUNNAR DUNBAR	DIRECTOR	001.00	Director	$0	$0	$0
STEPHANIE CULL	DIRECTOR	001.00	Director	$0	$0	$0
DAVE ANDERSON	DIRECTOR	001.00	Director	$0	$0	$0
JOSEPH HANDRICK	DIRECTOR	001.00	Director	$0	$0	$0
GAMI MILLER	EX OFFICIO	001.00	Director	$0	$0	$0
SUSAN GRAMS	TREASURER	004.00	Officer	$0	$0	$0
LEAH TROJAN	SECRETARY	001.00	Officer	$0	$0	$0
PAMELA CARROLL	PRESIDENT	002.00	Officer	$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
2023	$76,445	$23,003	$365,506	$53,442
2022	$129,616	$19,468	$312,064	$110,148
2021	$174,704	$166,581	$201,916	$8,123
2020	$162,309	$147,194	$193,793	$15,115
2019	$191,561	$169,359	$178,678	$22,202

LAKELAND UNION HIGH SCHOOL DISTRICT FOUNDATION INC