LUCKY CAT ASSISTANCE FUND INC (EIN 203420400) - 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

Elizabeth Pitre

Phone

4808883000

Tax Period

2025-01-01 to 2025-12-31

LUCKY CAT ASSISTANCE FUND INC, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $168K in total revenue in fiscal year 2025. The organization ran a surplus of $110K, a strong 65% operating margin.

Mission

THE LUCKY CAT ASSISTANCE FUND INC. IS A NONPROFIT CORPORATION ORGANIZED SPECIFICALLY FOR THE PURPOSE OF PROVIDING DISASTER RELIEF AND EMERGENCY HARDSHIP FINANCIAL SUPPORT TO EMPLOYEES OF P.F. CHANGS CHINA BISTRO INC. AND ITS AFFILIATES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $118,481

Program Service Revenue $0

Investment Income $49,368

Other Revenue $0

TOTAL REVENUE $167,849

Expense Breakdown

Grants Paid $38,703

Salaries & Benefits $0

Fundraising Expenses $19,428

Program Expenses $38,703

Other Expenses $19,428

TOTAL EXPENSES $58,131

Year-over-Year Comparison

	2025	2024	Change
Revenue	$167,849	$160,738	+0.0%
Expenses	$58,131	$128,052	-0.5%
Net Income	$109,718	$32,686	+2.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
BRETT MANGOLD	PRESIDENT	Officer Director	$0	$0	$0
DEBRA YOUTSEY	TREASURER	Officer Director	$0	$0	$0
LIBBY PITRE	SECRETARY	Officer Director	$0	$0	$0
JENNY LAWLIS	DIRECTOR	Director	$0	$0	$0
SUE WALSH	DIRECTOR	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
2025	$167,849	$58,131	$1,293,851	$109,718
2024	$160,738	$128,052	$1,184,133	$32,686
2023	$216,508	$168,223	$1,151,447	$48,285
2022	$231,631	$95,392	$1,103,162	$136,239
2021	$227,481	$85,440	$966,923	$142,041

LUCKY CAT ASSISTANCE FUND INC