LSG AND ASSOCIATES INC (EIN 822600836) - 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

ERIN G WHITE-CANALES

Phone

5053663342

Tax Period

2023-07-01 to 2024-06-30

LSG AND ASSOCIATES INC, founded in 2017, is a community nonprofit in the Education sector that reported $3.3M in total revenue in fiscal year 2023.

Mission

TO SUPPORT NM SCHOOLS AND SCHOOL DISTRICTS TO IMPROVE STUDENT OUTCOMES, ADDRESS SPECIAL EDUCATION NEEDS, AND CREATE SEAMLESS AND COMPLIANT SYSTEMS. MORE SPECIFICALLY, LSG HELPS WITH (1) RECRUITING QUALIFIED EDUCATORS, ADMINISTRATORS AND STAFF, (2) IDENTIFIES AND ESTABLISHES TREATMENT SERVICES FOR STUDENTS TO BETTER MEET ACADEMIC AND LIFE CHOICE GOALS AND (3) HELPS SCHOOLS AND SCHOOL DITRICTS MEET PUBLIC EDUCATION DEPARTMENT DEADLINES AND IMPLEMENT ORGANIZATIONAL BEST PRACTICES.

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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 $15,043

Program Service Revenue $3,273,426

Investment Income $199

Other Revenue $22

TOTAL REVENUE $3,288,690

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,912,642

Fundraising Expenses $0

Program Expenses $2,999,383

Other Expenses $333,625

TOTAL EXPENSES $3,246,267

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,288,690	$3,413,158	0.0%
Expenses	$3,246,267	$3,784,467	-0.1%
Net Income	$42,423	$-371,309	-1.1%

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

N/A

Employees

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

$212,288

Total Directors

$212,288

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN G WHITE-CANALES	PRESIDENT	40.00	Officer Director	$45,772	$0	$45,772
LAURA A SULLIVAN-GALLEGOS	VICE - PRESI	40.00	Officer Director	$89,148	$0	$89,148
THERESA LUCERO	SECRETARY	40.00	Officer Director	$34,986	$0	$34,986
BARBARA FAZIO	TREASURER	40.00	Officer Director	$42,382	$0	$42,382
BRENDA ORTIZ	HIGHEST COMP	40.00	Highest	$160,476	$0	$160,476

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	No data	No data	No data	No data
2024	$3,288,690	$3,246,267	$625,272	$42,423
2023	$3,413,158	$3,784,467	$577,738	$-371,309
2022	$3,074,075	$2,767,461	$934,982	$306,614
2021	$2,626,051	$2,595,026	$1,123,056	$31,025
2020	$3,327,381	$3,356,046	$1,109,736	$-28,665
2019	$3,074,236	$3,027,712	$730,060	$46,524
2018	$2,757,373	$2,292,136	$688,627	$465,237

LSG AND ASSOCIATES INC