LUPUS FOUNDATION OF NEW ENGLAND INC (EIN 237385576) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Phone

5088725200

Tax Period

2024-01-01 to 2024-12-31

LUPUS FOUNDATION OF NEW ENGLAND INC, founded in 1974, is a small nonprofit in the Diseases & Disorders sector that reported $147K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $307K exceeded revenue, resulting in a 109% operating deficit.

Mission

TO SUPPORT RESEARCH CONCERNING THE CAUSE AND TREATMENT OF LUPUS ERYTHEMATOSUS AND TO PREPARE AND DISTRIBUTE LITERATURE ABOUT THE DISEASE. THE FOUNDATION PROVIDES INFORMATION AND SUPPORT GROUPS TO PERSONS AFFLICTED WITH LUPUS AND IS PARTIALLY SUPPORTED BY GROUPS IN NEW ENGLAND.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $66,300

Program Service Revenue $34,845

Investment Income $0

Other Revenue $46,082

TOTAL REVENUE $147,227

Expense Breakdown

Grants Paid $5,410

Salaries & Benefits $185,303

Fundraising Expenses $17,482

Program Expenses $218,327

Other Expenses $116,437

TOTAL EXPENSES $307,150

Year-over-Year Comparison

	2024	2023	Change
Revenue	$147,227	$226,264	-0.3%
Expenses	$307,150	$306,172	+0.0%
Net Income	$-159,923	$-79,908	+1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$89,550

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEVERLY GOODELL	PRESIDENTEXEC DIRECTOR	32.00	Officer	$89,550	$0	$89,550
JULIE LAVOIE	DIRECTOR	1.00	Director	$0	$0	$0
TRACY VALLETTI	DIRECTOR	1.00	Director	$0	$0	$0
BRENNAN WARD	DIRECTOR	1.00	Director	$0	$0	$0
LLOYD KLICKSTEIN	CHAIRMAN	5.00	Officer Director	$0	$0	$0
DEVON KINNARD	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD LOFTUS	TREASURER	1.00	Officer 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	$147,227	$307,150	$580,287	$-159,923
2023	$226,264	$306,172	$736,204	$-79,908
2021	$220,303	$229,135	$338,617	$-8,832
2020	$442,586	$235,810	$382,238	$206,776
2019	$247,896	$240,890	$148,755	$7,006
2018	$243,976	$246,625	$147,850	$-2,649

LUPUS FOUNDATION OF NEW ENGLAND INC