LAKEWOOD PROJECT SHEPHERD (EIN 912044777) - 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

THADDEUS MC CORMACK

Phone

5628669771

Tax Period

2024-01-01 to 2024-12-31

LAKEWOOD PROJECT SHEPHERD, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $116K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 27% operating margin.

Mission

LAKEWOOD'S PROJECT SHEPHERD IS A NON-PROFIT, COMMUNITY BASED ORGANIZATION WITH THE MISSION TO PROVIDE ASSISTANCE TO LAKEWOOD RESIDENTS IN NEED.

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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 $109,133

Program Service Revenue $0

Investment Income $6,935

Other Revenue $0

TOTAL REVENUE $116,068

Expense Breakdown

Grants Paid $79,327

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,114

Other Expenses $5,545

TOTAL EXPENSES $84,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$116,068	$82,352	+0.4%
Expenses	$84,872	$103,884	-0.2%
Net Income	$31,196	$-21,532	-2.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA AZEVEDO	BOARD MEMBER	1.00	Director	$0	$0	$0
CURT KURTZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RON PIAZZA	BOARD MEMBER	1.00	Director	$0	$0	$0
JUAN ARREOLA	BOARD MEMBER	1.00	Director	$0	$0	$0
THADDEUS MC CORMACK	President	3.00	Officer	$0	$0	$0
JOSE GOMEZ	CFO	2.00	Officer	$0	$0	$0
VALARIE FROST	Secretary	2.00	Officer	$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	$116,068	$84,872	$706,145	$31,196
2023	$82,352	$103,884	$674,949	$-21,532
2022	$75,395	$88,795	$696,481	$-13,400
2021	$131,572	$96,622	$709,881	$34,950
2020	$194,488	$140,349	$674,931	$54,139
2019	$53,031	$26,387	$620,792	$26,644
2017	$72,926	$18,402	$531,647	$54,524

LAKEWOOD PROJECT SHEPHERD