Impact Lufkin (EIN 821892018) - 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

2017

Legal Domicile

Principal Officer

Robert Shankle

Phone

9366322523

Tax Period

2023-01-01 to 2023-12-31

Impact Lufkin, founded in 2017, is a micro nonprofit in the Community Improvement sector that reported $13K in total revenue in fiscal year 2023. Revenue fell 88% from the prior year — a significant decline worth monitoring. Expenses of $37K exceeded revenue, resulting in a 184% operating deficit.

Mission

Impact Lufkin is a community driven organization that connects resources with responsible partners, agencies and programs to serve as a catalyst for sustainable community empowerment, revitalization and enrichment

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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 $12,956

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $12,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $36,744

TOTAL EXPENSES $36,744

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,956	$108,513	-0.9%
Expenses	$36,744	$44,549	-0.2%
Net Income	$-23,788	$63,964	-1.4%

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

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
Robert Shankle	President/Treasurer	35.00	Officer	$0	$0	$0
Patricia McKenzie	Vice President	4.00	Officer	$0	$0	$0
Michelle Briley	Secretary	4.00	Officer	$0	$0	$0
Roy Reyes	Member	2.00	Director	$0	$0	$0
Mike Shurley	Member	2.00	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	$12,956	$36,744	$806,467	$-23,788
2022	$108,513	$44,549	$830,255	$63,964
2020	$174,650	$6,157	$763,632	$168,493
2019	$7,472	$19,538	$895,139	$-12,066
2018	$654,980	$48,089	$907,090	$606,891

Impact Lufkin