LINDSEY MANAGEMENT SERVICES INC (EIN 861970355) - 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

2020

Legal Domicile

Principal Officer

DEBRA S REARDANZ

Phone

2173442144

Tax Period

2024-01-01 to 2024-12-31

LINDSEY MANAGEMENT SERVICES INC, founded in 2020, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 6626% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE HOUSING AND HEALTHCARE FACILITIES/SERVICES FOR ELDERLY PERSONS

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,179,212

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,179,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,175,458

Fundraising Expenses $0

Program Expenses $833,530

Other Expenses $2,215

TOTAL EXPENSES $1,177,673

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,179,212	$17,531	+66.3%
Expenses	$1,177,673	$929	+1266.7%
Net Income	$1,539	$16,602	-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

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

$527,072

Total Directors

Key Employees

$158,534

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENNIS BEARD	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JILL GUTH	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
JANE HAYS	TREASURER/ ASST SECRETARY	2.00	Officer Director	$0	$0	$0
WENDY BARTLO	SECRETARY/ASST TREASURER	2.00	Officer Director	$0	$0	$0
DEBRA S REARDANZ	PRESIDENT / CEO	40.00	Officer	$315,572	$16,581	$332,153
CRYSTAL BAILEY	CFO & VP OF FINANCE	40.00	Officer	$181,395	$13,524	$194,919
ANNA MOYER	COO/VP OF PEOPLE AND CULTURE	20.00	Key Emp	$76,069	$320	$158,534
LAURA EDWARDS	VP OF STRATEGY AND INNOVATION	20.00	Highest	$141,951	$4,495	$146,446
KENNETH IVORY	COO/ VP OF OPERATIONS	20.00	Highest	$105,263	$6,763	$112,026

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	$1,179,212	$1,177,673	$230,122	$1,539

LINDSEY MANAGEMENT SERVICES INC