LUKAS FOUNDATION INC (EIN 020358724) - 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

1981

Legal Domicile

Principal Officer

JAMES POTTER

Phone

6038784796

Tax Period

2024-01-01 to 2024-12-31

LUKAS FOUNDATION INC, founded in 1981, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $2.5M exceeded revenue, resulting in a 48% operating deficit.

Mission

THE ORGANIZATION FULFILLS ITS EXEMPT PURPOSE BY PROVIDING DEVELOPMENTALLY DISABLED ADULTS LIFELONG RESIDENTIAL CARE AND VOCATIONAL TRAING AT LOWER THAN COST (APPROXIMATELY ONE-HALF THE STATE AVERAGE) AND PROVIDES UP TO 50% FINANCIAL AID AS NEEDED.

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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 $62,248

Program Service Revenue $1,001,998

Investment Income $625,563

Other Revenue $4,047

TOTAL REVENUE $1,693,856

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,460,570

Fundraising Expenses $0

Program Expenses $1,396,230

Other Expenses $1,050,313

TOTAL EXPENSES $2,510,883

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,693,856	$1,470,413	+0.2%
Expenses	$2,510,883	$1,601,785	+0.6%
Net Income	$-817,027	$-131,372	+5.2%

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

$206,117

Total Directors

$93,114

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARLEEN ZUCKERMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
BECKET MCNAB	TRUSTEE	1.00	Director	$0	$0	$0
HERBERT ZUCKERMAN	TRUSTEE	1.00	Director	$0	$0	$0
JAMES POTTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN KIELEY	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTEN STANTON	VICE PRESIDENT/EXECUTIVE	40.00	Officer Director	$93,114	$0	$93,114
LINCOLN GEIGER	TRUSTEE	1.00	Director	$0	$0	$0
VINCENT ROCHE	TRUSTEE	1.00	Director	$0	$0	$0
BEVERLY EVANS	EXECUTIVE DIRECTOR	40.00	Officer	$113,003	$0	$113,003

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	$1,693,856	$2,510,883	$6,584,021	$-817,027
2023	$1,470,413	$1,601,785	$7,430,388	$-131,372
2022	$1,373,989	$1,694,793	$7,262,105	$-320,804
2021	$1,676,506	$1,833,427	$8,805,547	$-156,921
2020	$1,415,991	$1,472,072	$8,693,072	$-56,081
2019	$1,630,738	$1,092,810	$8,084,738	$537,928
2018	$1,235,877	$1,025,338	$7,137,027	$210,539

LUKAS FOUNDATION INC