LIFETIME ADVOCACY PLUS

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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

1964

Legal Domicile

Principal Officer

ELIZABETH E LINDLEY

Phone

2063678055

Tax Period

2023-01-01 to 2023-12-31

LIFETIME ADVOCACY PLUS, founded in 1964, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

ENHANCE THE LIVES AND PROTECT THE RIGHTS OF PEOPLE WITH DISABILITIES.

Program Service Accomplishments

Program 1

Expenses: $1,039,120 Revenue: $1,387,291

FINANCIAL SERVICES: ADMINISTRATION AND PROTECTION OF PROPERTY THROUGH INDIVIDUAL GUARDIANSHIP OF ESTATES, TRUSTS, DURABLE POWER OF ATTORNEY AND CONTRACTS WITH OTHER GUARDIANS, USUALLY FAMILY MEMBERS...

Program 2

Expenses: $367,039 Revenue: $262,195

PERSONAL SERVICES: PROVIDE PERSONAL PLANNING AND SERVE AS GUARDIAN OF PERSON TO PROVIDE PERSONAL SERVICES, AND CONTRACTS WITH OTHER GUARDIANS, USUALLY FAMILY MEMBERS OR FRIENDS TO PROVIDE PERSONAL...

PERSONAL SERVICES: PROVIDE PERSONAL PLANNING AND SERVE AS GUARDIAN OF PERSON TO PROVIDE PERSONAL SERVICES, AND CONTRACTS WITH OTHER GUARDIANS, USUALLY FAMILY MEMBERS OR FRIENDS TO PROVIDE PERSONAL SERVICES.

Program 3

Expenses: $51,077 Revenue: $100,216

COMMUNITY OUTREACH: ADVISE FAMILIES OF BASIC GUARDIANSHIP PROCESS, CASE MANAGEMENT OPPORTUNITIES, LESS RESTRICTIVE TRUST PRINCIPLES AND BILL PAYING OPTIONS. PROVIDE REFERRAL INFORMATION.

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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 $194,378

Program Service Revenue $1,749,702

Investment Income $3,587

Other Revenue $1,602

TOTAL REVENUE $1,949,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,335,248

Fundraising Expenses $0

Program Expenses $1,457,236

Other Expenses $693,975

TOTAL EXPENSES $2,029,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,949,269	$1,693,773	+0.2%
Expenses	$2,029,223	$1,819,028	+0.1%
Net Income	$-79,954	$-125,255	-0.4%

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

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

$108,101

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID FOSTER-KOTH	PRESIDENT	0.50	Officer Director	$0	$0	$0
STEVE LOVEKIN	SECRETARY	0.50	Officer Director	$0	$0	$0
PAUL SCHNEIDER	TREASURER	1.50	Officer Director	$0	$0	$0
BILL DUSSAULT	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANNON MARSH	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN SCHAIN	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN KIRKEVOLD	BOARD MEMBER	1.00	Director	$0	$0	$0
JUSTIN MORROW	BOARD MEMBER	1.00	Director	$0	$0	$0
CALVIN GROENENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH E LINDLEY	EXECUTIVE DIRECTOR	50.00	Officer	$108,101	$0	$108,101

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	$1,949,269	$2,029,223	$2,536,646	$-79,954
2022	$1,693,773	$1,819,028	$2,635,755	$-125,255
2021	$1,834,683	$1,714,517	$2,253,002	$120,166
2020	$1,530,807	$1,538,222	$2,034,917	$-7,415
2019	$1,527,502	$1,618,905	$1,803,049	$-91,403
2018	$1,272,132	$1,356,360	$1,148,593	$-84,228