LIVE WELL FOUNDATION OF SOUTH LAKE INC

EIN: 832073135 501(c)(3) Health Care

CLERMONT, FL

Total Revenue
$15,393,989
Total Expenses
$7,284,524
Total Assets
$118,488,193
Net Assets
$113,533,369
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
FL
Principal Officer
Donna Kirtland
Phone
3525368845
Tax Period
2024-01-01 to 2024-12-31

LIVE WELL FOUNDATION OF SOUTH LAKE INC, founded in 2018, is a mid-sized nonprofit in the Health Care sector that reported $15.4M in total revenue in fiscal year 2024. Revenue surged 459% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.1M, a strong 53% operating margin.

Mission

TO INSPIRE,THROUGH GRANT-MAKING, SUSTAINABLE INIATIVES THAT ENHANCE THE HEALTH AND WELLNESS OF THE SOUTH LAKE COMMUNITY.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $8,393,989
Other Revenue $7,000,000
TOTAL REVENUE $15,393,989

Expense Breakdown

Grants Paid $6,543,864
Salaries & Benefits $184,196
Fundraising Expenses $0
Program Expenses $6,652,427
Other Expenses $556,464
TOTAL EXPENSES $7,284,524

Year-over-Year Comparison

2024 2023 Change
Revenue $15,393,989 $2,751,591 +4.6%
Expenses $7,284,524 $45,692,382 -0.8%
Net Income $8,109,465 $-42,940,791 -1.2%
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

Sign In

Governance

Voting Members
12
Independent Members
12
Employees
2
Volunteers
12

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
3
$138,818
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DONNA KIRTLAND EXECUTIVE DIRECTOR 60.0
Officer
$138,818 $0 $138,818
LINDA SMITH VICE Chair 1.5
Officer Director
$0 $0 $0
Rodney Drawdy Board Chair 2.0
Officer Director
$0 $0 $0
Rob Berens DIRECTOR 1.5
Director
$0 $0 $0
Nancy Cummings DIRECTOR 1.0
Director
$0 $0 $0
Jeff Duke DIRECTOR 1.5
Director
$0 $0 $0
Shannon Elswick DIRECTOR 1.0
Director
$0 $0 $0
Lushantha Gunasekera Director 1.0
Director
$0 $0 $0
JoAnn Jones Director 1.0
Director
$0 $0 $0
Susan McLean DIRECTOR 1.5
Director
$0 $0 $0
Jimmy Nussbaumer Director 1.0
Director
$0 $0 $0
Paul Rountree Director 1.0
Director
$0 $0 $0
Jose Rubio Director 1.0
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 $15,393,989 $7,284,524 $118,488,193 $8,109,465
2023 $2,751,591 $45,692,382 $131,515,571 $-42,940,791
2022 $3,677,322 $14,844,825 $135,048,092 $-11,167,503
2021 $16,473,467 $7,639,199 $165,195,594 $8,834,268
2020 $569,187 $735,230 $152,027,159 $-166,043
2019 $129,240,879 $291,999 $135,227,347 $128,948,880
Explore More Nonprofits
→Top 100 Nonprofits in Florida →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare LIVE WELL FOUNDATION OF SOUTH LAKE INC with other nonprofits in Florida and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.