LUPUS FOUNDATION OF GENESEE VALLEY NY INC

EIN: 222612041 501(c)(3)

PENFIELD, NY

Total Revenue
N/A
Total Expenses
N/A
Total Assets
$14,401
Net Assets
$14,401
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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
1985
Legal Domicile
NY
Principal Officer
JULIE MERSEREAU
Phone
5852882910
Tax Period
2023-01-01 to 2023-12-31

Mission

LUPUS FOUNDATION OF GENESEE VALLEY NY, INC. IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR THOSE WITH LUPUS BY PROVIDING EDUCATIONAL & EMOTIONAL SUPPORT TO THEM & THEIR FAMILIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2023 2022 Change
Revenue N/A N/A N/A
Expenses N/A N/A N/A
Net Income N/A $0 N/A
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

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JULIE MERSEREAU CHAIRMAN OF THE BOARD/TREA 2.00
Director
$0 $0 $0
KATHLEEN NICHOLS VICE CHAIR 2.00
Director
$0 $0 $0
CELIA PALMER SECRETARY 1.00
Director
$0 $0 $0
JENNIFER ANOLIK MD BOARD MEMBER 1.00
Director
$0 $0 $0
JACKIE BARRY BOARD MEMBER 1.00
Director
$0 $0 $0
SANDRA CIREL DELAUS BOARD MEMBER 1.00
Director
$0 $0 $0
MARCELLA HEBERGER BOARD MEMBER 1.00
Director
$0 $0 $0
LINDA BORDWELL BOARD MEMBER 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 No data No data No data No data
2023 No data No data $14,401 No data
2022 No data No data $14,401 No data
2021 $63 $167,700 $14,401 $-167,637
2020 $77 $75 $182,038 $2
2019 $114 $75 $182,036 $39
2018 $131 $3,529 $181,997 $-3,398
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