LAKEWOOD RANCH COMMUNITY FOUNDATION INC (EIN 853772547) - 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

2000

Legal Domicile

Principal Officer

MARK CLARK

Phone

9412086799

Tax Period

2023-01-01 to 2023-12-31

LAKEWOOD RANCH COMMUNITY FOUNDATION INC, founded in 2000, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. The organization ran a surplus of $1.2M, a strong 86% operating margin.

Mission

THE ORGANIZATION'S VISION IS TO USE THE POWER OF GIVING TO SERVE THE COMMUNITY. FOUNDED IN 2000, THE ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE IN OUR COMMUNITIES BY RESPONDING TO THE NEEDS, GRANTING FUNDS, AND BUILDING LASTING RELATIONSHIPS. THE COMMUNITY FOUNDATION'S CORE VALUES INCLUDE "COMMUNITY, INNOVATION, AND TRANSPARENCY

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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 $1,279,165

Program Service Revenue $0

Investment Income $0

Other Revenue $77,633

TOTAL REVENUE $1,356,798

Expense Breakdown

Grants Paid $65,801

Salaries & Benefits $96,689

Fundraising Expenses $60,382

Program Expenses $121,761

Other Expenses $33,603

TOTAL EXPENSES $196,093

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,356,798	N/A	N/A
Expenses	$196,093	N/A	N/A
Net Income	$1,160,705	$0	N/A

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

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

$88,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK CLARK	PRESIDENT	3.00	Officer Director	$0	$0	$0
CHRISTA FOLKERS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LORRI KIDDER	TREASURER	1.00	Officer Director	$0	$0	$0
NICOLE RYSKAMP	DIRECTOR	1.00	Director	$0	$0	$0
LORI BOYD	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE URBAN	DIRECTOR	1.00	Director	$0	$0	$0
MORGAN BENTLEY	DIRECTOR	1.00	Director	$0	$0	$0
KEITH PANDELOGLOU	DIRECTOR	1.00	Director	$0	$0	$0
ANNEMARIE NEUBECKER	DIRECTOR	1.00	Director	$0	$0	$0
NANCY SYKES	DIRECTOR	1.00	Director	$0	$0	$0
JAY HEATER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FINK	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN BOURDEAUX	DIRECTOR	1.00	Director	$0	$0	$0
JANJAY GEHNDYU	DIRECTOR	1.00	Director	$0	$0	$0
NYDA BITTMANN-NEVILLE	DIRECTOR	4.00	Director	$0	$0	$0
JEFF TOALE	DIRECTOR	1.00	Director	$0	$0	$0
KELLY GILLILAND	DIRECTOR	1.00	Director	$0	$0	$0
CONNOR WOLFE	DIRECTOR	1.00	Director	$0	$0	$0
ADRIENNE BOOKHAMER	EXECUTIVE DIRECTOR	45.00	Officer	$88,000	$0	$88,000

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	No data	No data	No data	No data
2023	$1,356,798	$196,093	$1,473,953	$1,160,705

LAKEWOOD RANCH COMMUNITY FOUNDATION INC