LAKELAND FOUNDATION (EIN 843741868) - 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

2019

Legal Domicile

Principal Officer

MAURI INGRAM

Phone

3606716463

Tax Period

2023-07-01 to 2024-06-30

LAKELAND FOUNDATION, founded in 2019, is a small nonprofit in the Arts, Culture & Humanities sector that reported $261K in total revenue in fiscal year 2023. The organization ran a surplus of $51K, a strong 20% operating margin.

Mission

PRESERVE LAKELAND FARMS PROPERTIES AS ACTIVE AGRICULTURAL LAND AND FORESTED AREA.

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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 $0

Program Service Revenue $0

Investment Income $3,498

Other Revenue $257,653

TOTAL REVENUE $261,151

Expense Breakdown

Grants Paid $180,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $180,000

Other Expenses $29,840

TOTAL EXPENSES $209,840

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,151	$248,611	+0.1%
Expenses	$209,840	$203,152	+0.0%
Net Income	$51,311	$45,459	+0.1%

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

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

$239,974

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD WILLIAMSON	PRESIDENT	0.50	Officer Director	$0	$0	$0
JENNY WEEKS	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
KEVIN DEYOUNG	TREASURER	0.30	Officer Director	$0	$0	$0
KAREN OCCHIOGROSSO	BOARD MEMBER	0.10	Director	$0	$0	$0
JODY STARKENBURG	BOARD MEMBER	0.10	Director	$0	$0	$0
MAURI INGRAM	EXECUTIVE DIRECTOR	1.00	Officer	$0	$34,380	$239,974

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	$261,151	$209,840	$10,678,329	$51,311
2023	$248,611	$203,152	$10,626,644	$45,459
2022	$238,817	$321,455	$10,581,287	$-82,638
2021	$236,593	$226,157	$10,665,011	$10,436
2020	$10,613,011	$4,706	$10,608,305	$10,608,305

LAKELAND FOUNDATION