LAKEWOOD HERITAGE FOUNDATION (EIN 822148476) - 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

CHRISTOPHER MAKOWSKE

Phone

6128222171

Tax Period

2023-10-01 to 2024-09-30

LAKEWOOD HERITAGE FOUNDATION, founded in 2017, is a micro nonprofit in the Community Improvement sector that reported $50K in total revenue in fiscal year 2023. Expenses of $57K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE LAKEWOOD HERITAGE FOUNDATION HELPS FUND PROJECTS AND EDUCATIONAL PROGRAMS THAT SUPPORT THE PRESERVATION AND RESTORATION OF LAKEWOOD CEMETERY'S LANDSCAPE, ART, ARCHITECTURE AND PUBLIC SPACES.

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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 $50,095

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $50,095

Expense Breakdown

Grants Paid $57,368

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $57,368

Other Expenses $0

TOTAL EXPENSES $57,368

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,095	$51,535	0.0%
Expenses	$57,368	$224,090	-0.7%
Net Income	$-7,273	$-172,555	-1.0%

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

$248,415

Total Directors

$11,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BROOKS	CHAIR	0.25	Officer Director	$0	$0	$0
KATHLEEN PEPSKI	TREASURER	0.10	Officer Director	$0	$0	$4,250
JOSE PERIS	SECRETARY	0.10	Officer Director	$0	$0	$6,750
KRISTINE ERICKSON	SECRETARY	0.10	Officer Director	$0	$0	$0
CHRISTOPHER MAKOWSKE	PRESIDENT	1.00	Officer	$0	$21,699	$237,415

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	$50,095	$57,368	$308,046	$-7,273
2023	$51,535	$224,090	$315,319	$-172,555
2022	$428,957	$8	$487,874	$428,949

LAKEWOOD HERITAGE FOUNDATION