HERMAN LUCERNE MEMORIAL FOUNDATION INC (EIN 261949024) - 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

2008

Legal Domicile

Phone

7862556575

Tax Period

2024-01-01 to 2024-12-31

HERMAN LUCERNE MEMORIAL FOUNDATION INC, founded in 2008, is a micro nonprofit in the Recreation & Sports sector that reported $73K in total revenue in fiscal year 2024. The organization ran a surplus of $55K, a strong 76% operating margin.

Mission

PRESERVE, PROTECT, SUPPORT AND ENHANCE THE RESOURCES THAT ENABLE THE RICH ANGLER EXPERIENCES OF THE EVERGLADES AND FLORIDA BAY FOR TODAY AND FOR THE GENERATIONS TO COME

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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 $237,945

Program Service Revenue $0

Investment Income $0

Other Revenue $-164,808

TOTAL REVENUE $73,137

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,367

Other Expenses $17,782

TOTAL EXPENSES $17,782

Year-over-Year Comparison

	2024	2023	Change
Revenue	$73,137	$-20,736	-4.5%
Expenses	$17,782	$11,127	+0.6%
Net Income	$55,355	$-31,863	-2.7%

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

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	Role	Reportable Comp	Other Comp	Total
BENNY BLANCO	Director	Director	$0	$0	$0
COLLIN ROSS	President	Director	$0	$0	$0
RAINER SCHAEL	Director	Director	$0	$0	$0
ALINA DAVIS	Director	Director	$0	$0	$0
SCOTT GIBERSON	Director	Director	$0	$0	$0
KRISSY HEWES WIBORG	Director	Director	$0	$0	$0
DR LLOYD WRUBLE	Chairman	Officer	$0	$0	$0
MARKHAM CRONIN	Director	Officer	$0	$0	$0
BILL MILLER	Vice President	Officer	$0	$0	$0
ALEX MILIAN	Director	Officer	$0	$0	$0
CARL ST PHILIP	Treasurer	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
2024	$73,137	$17,782	$125,207	$55,355
2019	$105,322	$61,522	$119,526	$43,800

HERMAN LUCERNE MEMORIAL FOUNDATION INC