LAKEVIEW CHRISTIAN HOME OF THE SOUTHWEST INC (EIN 850160614) - 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

1960

Legal Domicile

Principal Officer

JOANNA KNOX

Phone

5758873947

Tax Period

2023-08-01 to 2024-07-31

LAKEVIEW CHRISTIAN HOME OF THE SOUTHWEST INC, founded in 1960, is a mid-sized nonprofit in the Health Care sector that reported $15.3M in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $14.7M left a modest 4% surplus.

Mission

NURSING & RETIREMENT HOME; HOSPICE & HOME HEALTH PROVIDER

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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 $667,315

Program Service Revenue $12,949,469

Investment Income $297,607

Other Revenue $1,404,629

TOTAL REVENUE $15,319,020

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,978,595

Fundraising Expenses $105,734

Program Expenses $12,230,035

Other Expenses $6,708,777

TOTAL EXPENSES $14,710,172

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,319,020	$20,750,446	-0.3%
Expenses	$14,710,172	$13,826,373	+0.1%
Net Income	$608,848	$6,924,073	-0.9%

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

256

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANNA KNOX	CEO	N/A	Highest	$175,667	$4,200	$179,867
PERRY CONNER	DIRECTOR	N/A	Director	$0	$0	$0
TIM DEINES	DIRECTOR	N/A	Director	$0	$0	$0
KEN MURPHY	DIRECTOR	N/A	Director	$0	$0	$0
JT ROSS	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
DENISE SEVCIK	SECRETARY	N/A	Director	$0	$0	$0
ALAN WOOD	PRESIDENT	N/A	Officer 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	$15,319,020	$14,710,172	$49,506,814	$608,848
2023	$20,750,446	$13,826,373	$47,311,958	$6,924,073
2022	$16,813,234	$14,414,683	$43,638,734	$2,398,551
2021	$17,045,837	$16,321,526	$42,033,708	$724,311
2020	$27,422,026	$14,731,505	$40,506,675	$12,690,521
2019	$13,500,638	$11,988,067	$24,393,610	$1,512,571
2018	$11,139,724	$11,954,204	$22,303,892	$-814,480

LAKEVIEW CHRISTIAN HOME OF THE SOUTHWEST INC