LUCKY GLIDER RESCUE & SANCTUARY

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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

2010

Legal Domicile

Principal Officer

GAIL MARGULIES

Tax Period

2020-01-01 to 2020-12-31

LUCKY GLIDER RESCUE & SANCTUARY, founded in 2010, is a micro nonprofit in the Animal-Related sector that reported $183K in total revenue in fiscal year 2020. Revenue fell 232% from the prior year — a significant decline worth monitoring.

Mission

LUCKY GLIDER RESCUE & SANCTUARY (LGRS) IS A NON-PROFIT EXOTIC AND FARM AND RANCH ANIMAL RESCUE. IT ALSO PROVIDES COMMUNITY OUTREACH IN THE FORM OF EDUCATIONAL PROGRAMS FOR ANIMAL CAREGIVERS AND ENTHUSIASTS.

Program Service Accomplishments

Program 1

ANIMAL RESCUE AND SUGAR GLIDER SANCUARY

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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 (2020)

Revenue Breakdown

Contributions & Grants $55,130

Program Service Revenue $0

Investment Income $-238,349

Other Revenue $0

TOTAL REVENUE $-183,219

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $102,949

TOTAL EXPENSES $102,949

Year-over-Year Comparison

	2020	2019	Change
Revenue	$-183,219	$138,575	-2.3%
Expenses	$102,949	$143,856	-0.3%
Net Income	$-286,168	$-5,281	+53.2%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWIN MARGULIES	PRESIDENT	20.00	Officer	$0	$0	$0
GAIL MARGULIES	SECRETARY	40.00	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
2020	$-183,219	$102,949	$100,720	$-286,168
2019	$138,575	$143,856	$386,708	$-5,281
2018	$373,229	$199,568	$410,167	$173,661