LIFELONG ACCESS FOUNDATION (EIN 923684670) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

KARL KOPP

Phone

3094518888

Tax Period

2024-07-01 to 2025-06-30

LIFELONG ACCESS FOUNDATION, founded in 2023, is a small nonprofit in the Health Care sector that reported $757K in total revenue in fiscal year 2024. Revenue surged 437% from the prior year, signaling strong growth momentum. The organization ran a surplus of $537K, a strong 71% operating margin.

Mission

TO FUNDRAISE FOR AND SUPPORT LIFELONG ACCESS

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $681,658

Program Service Revenue $0

Investment Income $48,829

Other Revenue $26,996

TOTAL REVENUE $757,483

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $203,988

Other Expenses $220,275

TOTAL EXPENSES $220,275

Year-over-Year Comparison

	2024	2023	Change
Revenue	$757,483	$140,940	+4.4%
Expenses	$220,275	$3,572	+60.7%
Net Income	$537,208	$137,368	+2.9%

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

N/A

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

$462,688

Total Directors

$462,688

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN WIPPERMAN	CEO/EX. DIRECTOR (UNTIL 11/19/24)	0.20	Officer Director	$0	$2,050	$225,059
ANNE KEYSER	CDO (UNTIL 12/31/24)	0.20	Officer Director	$0	$0	$0
KARL KOPP	CEO	0.20	Officer Director	$0	$0	$52,406
JEFF AABERG	PRESIDENT	0.20	Officer Director	$0	$0	$0
CHARLIE FARNER	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
TODD NELSON	TREASURER	0.20	Officer Director	$0	$0	$0
ANDY COPENHAVER	SECRETARY (UNTIL 7/1/25)	0.20	Officer Director	$0	$0	$0
DEBBY SCHELL	BOD MEMBER	0.20	Director	$0	$0	$0
BRAD GLENN	BOD MEMBER	0.20	Director	$0	$0	$0
CATHY WENTWORTH	BOD MEMBER	0.20	Director	$0	$0	$0
BRIAN PLATH	BOD MEMBER	0.20	Director	$0	$0	$0
WENDELL HAYWOOD	BOD MEMBER	0.20	Director	$0	$0	$0
DON UNDERWOOD	BOD MEMBER	0.20	Director	$0	$0	$0
KATHLEEN SHIRK	BOD MEMBER	0.20	Director	$0	$0	$0
JHUN MEDINA	BOD MEMBER	0.20	Director	$0	$0	$0
CHRISTINE FERNANDEZ	BOD MEMBER (UNTIL 9/30/25)	0.20	Director	$0	$0	$0
ROBYN WALTER	BOD MEMBER	0.20	Director	$0	$0	$0
BEN JEFFREYS	BOD MEMBER (UNTIL 1/1/25)	0.20	Director	$0	$0	$0
MARK DEKEERSGIETER	BOD MEMBER	0.20	Director	$0	$0	$0
REBECCA BRENNAN	INTERIM CEO / COO	0.20	Officer Director	$0	$0	$104,446
TAMMY COLLINS	FINANCE DIRECTOR	0.20	Officer Director	$0	$0	$80,777

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	$757,483	$220,275	$2,096,506	$537,208
2024	No data	No data	No data	No data

LIFELONG ACCESS FOUNDATION