LOURDES FOUNDATION INC (EIN 237367336) - 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

1974

Legal Domicile

Principal Officer

KC REED

Phone

5074241817

Tax Period

2024-07-01 to 2025-06-30

LOURDES FOUNDATION INC, founded in 1974, is a small nonprofit in the Education sector that reported $998K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $430K, a strong 43% operating margin.

Mission

TO UNITE ALUMNI, PARENTS, AND FRIENDS IN CELEBRATION AND SUPPORT OF ROCHESTER CATHOLIC SCHOOLS.

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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 $628,508

Program Service Revenue $0

Investment Income $369,880

Other Revenue $0

TOTAL REVENUE $998,388

Expense Breakdown

Grants Paid $457,186

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $468,696

Other Expenses $111,276

TOTAL EXPENSES $568,462

Year-over-Year Comparison

	2024	2023	Change
Revenue	$998,388	$1,384,254	-0.3%
Expenses	$568,462	$510,338	+0.1%
Net Income	$429,926	$873,916	-0.5%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARNIE BIGLER	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN ALLISON	DIRECTOR	1.00	Director	$0	$0	$0
SEAN LAMB-VOSEN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE R ANDRESON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN PALEN	TREASURER	1.00	Officer Director	$0	$0	$0
KC REED	PRESIDENT	1.00	Officer Director	$0	$0	$0
MELISSA BRINKMAN	DIRECTOR	1.00	Director	$0	$0	$0
TONY POIRIER	DIRECTOR	1.00	Director	$0	$0	$0
DAN SHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
KARI SCHILLING	DIRECTOR	1.00	Director	$0	$0	$0
TRINA MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
BLAIR SEELHAMMER	DIRECTOR	1.00	Director	$0	$0	$0
ERICA RESTOVICH	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN ROTH	DIRECTOR	1.00	Director	$0	$0	$0
ERIN YOUNG	ADVANCEMENT COORDINATOR	5.00	Officer	$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	$998,388	$568,462	$12,627,742	$429,926
2024	No data	No data	No data	No data
2023	$897,969	$486,926	$10,368,941	$411,043
2022	$1,937,290	$500,322	$9,396,847	$1,436,968
2021	$1,112,183	$456,849	$9,983,725	$655,334
2020	$1,019,303	$440,813	$7,971,050	$578,490
2019	$717,182	$401,230	$7,694,064	$315,952
2018	$1,146,393	$381,685	$7,521,225	$764,708

LOURDES FOUNDATION INC