Lakeport Senior Center Inc
Nonprofit profile at a glance
- EIN
- 942879393
- IRS 990 coverage
- 2010–2021
- Forms available
- Form 990 2021
- Location
- Lakeport, CA, USA
- Phone
- 7072634218
- Rating
- 62
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Senior Centers
Reported finances
- Revenue
- $454,742
- Expenses
- $471,757
- Assets
- $451,488
- Liabilities
- $162,584
Source: IRS Form 990. Selected filing: tax year 2021. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- LISA MORROW (CEO)
People named in this filing
- YVONNE WARREN (Chairman)
- NICHOLAS WALKER (Treasurer)
- LISA MORROW (CEO)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide services to senior citizens including nutrition, transportation, recreation, etc.
What it reported doing in 2021
Provides services to Senior Citizens including nutrition, transportation, recreation, etc..
Operating model
- Revenue model
- Grant-funded. 90% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 43
- Transparency & Controls: 90
- Accountability: 58
- Sustainability: 32
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 50.4%; rating input score 50
- Program expense ratio: 47.1%; rating input score 47
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 0 of 7 controls in place; rating input score 0
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Fail
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -3.7%; rating input score 25; 25th percentile among comparable filings
- Total-asset coverage ratio: 0.96; rating input score 34; 34th percentile among comparable filings
- Liabilities to assets ratio: 0.36; rating input score 15; 15th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 70; 70th percentile among comparable filings
Growth
- Program expense growth: 2.4% per year; rating input score 100; 53rd percentile among comparable filings
- Revenue growth: 5.9% per year; rating input score 100; 62nd percentile among comparable filings
- Asset growth: 8% per year; rating input score 100; 59th percentile among comparable filings
Details
- Where the money goes: 50.4% of revenue deployed · 47.1% of spending went to programs
- Governance: 4 of 4 board members independent · 0 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $222K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 24 of 24 current checks pass
- Schedules: 3 filed schedules
- Filing history: 9 filing years from 2010 to 2021
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- Review — Financial Efficiency: Mission deployment rate scored 50/100.
- High — Accountability: Governance controls: 6 of 6 not reported.
- Moderate — Financial Efficiency: Program expense ratio scored 47/100.
- High — Sustainability: Operating margin scored 25/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
- High — Sustainability: Liabilities to assets ratio scored 15/100.
- High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.