Lazy Bear Fund Inc (EIN 202307147) - 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

2005

Legal Domicile

Principal Officer

David Barker

Phone

4155055582

Tax Period

2024-01-01 to 2024-12-31

Lazy Bear Fund Inc, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $302K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $114K, a strong 38% operating margin.

Mission

The Organization seeks to raise substantial funds for other 501c3 organizations that specialize in providing services specifically geared towards health issues, social issues, and advocacy, youth and disaster assistance.

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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 $4,013

Program Service Revenue $0

Investment Income $86

Other Revenue $297,418

TOTAL REVENUE $301,517

Expense Breakdown

Grants Paid $107,500

Salaries & Benefits $12,000

Fundraising Expenses $12,000

Program Expenses $107,500

Other Expenses $68,024

TOTAL EXPENSES $187,524

Year-over-Year Comparison

	2024	2023	Change
Revenue	$301,517	$355,152	-0.2%
Expenses	$187,524	$190,954	0.0%
Net Income	$113,993	$164,198	-0.3%

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

125

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

$12,000

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Barker	President	30.00	Officer Director	$12,000	$0	$12,000
John Jacob	Vice President	5.00	Officer Director	$0	$0	$0
Stephen Adams	Treasurer	1.00	Officer Director	$0	$0	$0
Grover L Sheldon III	Secretary	4.00	Officer Director	$0	$0	$0
Fred Bothe	Director	10.00	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	$301,517	$187,524	$603,827	$113,993
2023	$355,152	$190,954	$489,834	$164,198
2022	$183,369	$104,345	$325,636	$79,024
2021	$230,375	$84,502	$246,612	$145,873
2019	$150,018	$109,003	$158,671	$41,015

Lazy Bear Fund Inc