LUMBER AND BUILDING MATERIAL DEALERS FOUNDATION (EIN 166095028) - 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

1968

Legal Domicile

Principal Officer

RITA C FERRIS CAE

Phone

5182861010

Tax Period

2023-10-01 to 2024-09-30

LUMBER AND BUILDING MATERIAL DEALERS FOUNDATION, founded in 1968, is a small nonprofit in the Community Improvement sector that reported $563K in total revenue in fiscal year 2023. Expenses of $545K left a modest 3% surplus.

Mission

TO PROMOTE EDUCATION FOR THE BENEFIT OF LUMBER AND BUILDING MATERIAL DEALERS.

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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 $101,234

Program Service Revenue $315,224

Investment Income $21,177

Other Revenue $125,807

TOTAL REVENUE $563,442

Expense Breakdown

Grants Paid $9,000

Salaries & Benefits $159,222

Fundraising Expenses $0

Program Expenses $498,040

Other Expenses $376,968

TOTAL EXPENSES $545,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	$563,442	$545,812	+0.0%
Expenses	$545,190	$672,254	-0.2%
Net Income	$18,252	$-126,442	-1.1%

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

$277,467

Total Directors

$277,467

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RITA C FERRIS CAE	SECRETARY	8.00	Officer Director	$6,706	$18,460	$277,467
GENN HOWLEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEREMEY BAKER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ED J GODEK III	TREASURER	1.00	Officer Director	$0	$0	$0
CHARLES HANDLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOE CECARELLI	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT T BICKNELL	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY BRANECKY	DIRECTOR	1.00	Director	$0	$0	$0
DOUG FORD	DIRECTOR	1.00	Director	$0	$0	$0
JON HALLGREN	DIRECTOR	1.00	Director	$0	$0	$0
ROD WILES	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MOORE	DIRECTOR	1.00	Director	$0	$0	$0
ERIN O'CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DUVAL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT FERGUSON	DIRECTOR	1.00	Director	$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	$563,442	$545,190	$1,843,682	$18,252
2023	$545,812	$672,254	$1,808,150	$-126,442
2022	$451,804	$517,681	$1,713,525	$-65,877
2021	$603,716	$438,589	$1,802,716	$165,127
2020	$464,050	$494,668	$1,706,854	$-30,618
2019	$741,839	$630,575	$1,643,545	$111,264
2018	$599,286	$664,034	$1,614,567	$-64,748

LUMBER AND BUILDING MATERIAL DEALERS FOUNDATION