LCA Investments Inc (EIN 862022854) - 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

Jeff Morris

Phone

3178728000

Tax Period

2022-07-01 to 2023-06-30

LCA Investments Inc, founded in 2020, is a micro nonprofit in the Community Improvement sector that reported $98K in total revenue in fiscal year 2022. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $369K exceeded revenue, resulting in a 275% operating deficit.

Mission

Hold assets and intellectual property to support Lambda Chi Alpha Fraternity.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $66,850

Investment Income $31,510

Other Revenue $0

TOTAL REVENUE $98,360

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $68,926

TOTAL EXPENSES $368,926

Year-over-Year Comparison

	2022	2021	Change
Revenue	$98,360	$2,767,430	-1.0%
Expenses	$368,926	$63,882	+4.8%
Net Income	$-270,566	$2,703,548	-1.1%

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

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

$527,345

Total Directors

$527,345

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffrey Stuerman	Director	1.00	Director	$0	$0	$0
Lynn Chipperfield	Secretary	1.00	Officer Director	$0	$0	$0
Troy Medley	President	1.00	Officer Director	$0	$37,684	$355,206
Tony Robinson	Treasurer	1.00	Officer Director	$0	$29,305	$172,139

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	No data	No data	No data	No data
2023	$98,360	$368,926	$3,357,010	$-270,566
2022	$2,785,218	$63,882	$3,506,039	$2,721,336

LCA Investments Inc