LIFEWORK COLLABORATIVE FOUNDATION (EIN 824802480) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

GARY EARL

Phone

8438120307

Tax Period

2019-01-01 to 2019-12-31

LIFEWORK COLLABORATIVE FOUNDATION, founded in 2018, is a small nonprofit that reported $272K in total revenue in fiscal year 2019. Revenue surged 443% from the prior year, signaling strong growth momentum. The organization ran a surplus of $105K, a strong 39% operating margin.

Mission

LIFEWORK IS ON A MISSION TO RECRUIT SKILLED LATE-CAREER WORKERS WHO ARE SEEKING ROLES IN COMMUNITY SERVICE BEYOND THEIR CURRENT WORK ENVIRONMENTS. LIFEWORK WILL EQUIP AND PREPARE EACH MEMBER FOR THEIR SECOND ACT OF SERVICE BY PROVIDING PROFESSIONAL TRAINING AND TOOLS IN AN EFFORT TO JOIN SOCIAL IMPACT, COMMUNITY IMPROVEMENT-BASED WORK. LIFEWORK WILL CONNECT THE PARTICIPANT WITH BONA FIDE, COMPATIBLE COMMUNITY-BASED ORGANIZATIONS IN NEED. LIFEWORK WILL ALSO SUPPORT BOTH IN THEIR COLLECTIVE EFFORTS TO BRING VALUE TO THE COMMUNITY AND THE INDIVIDUAL MEMBER.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $272,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $272,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,407

Fundraising Expenses $0

Program Expenses $79,692

Other Expenses $34,351

TOTAL EXPENSES $166,758

Year-over-Year Comparison

	2019	2018	Change
Revenue	$272,000	$50,101	+4.4%
Expenses	$166,758	$45,107	+2.7%
Net Income	$105,242	$4,994	+20.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

Total Directors

$123,013

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY EARL	EXECUTIVE DI	40.00	Director	$123,013	$0	$123,013
MARC ALLEN	DIRECTOR	N/A	Director	$0	$0	$0
MARK HANSEN	DIRECTOR	N/A	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
2019	$272,000	$166,758	$122,727	$105,242

LIFEWORK COLLABORATIVE FOUNDATION