The Lund Report (EIN 263019179) - 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

Principal Officer

Joanne Zuhl

Phone

5038948548

Tax Period

2023-01-01 to 2023-12-31

The Lund Report, founded in 2008, is a small nonprofit in the Health Care sector that reported $468K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $445K left a modest 5% surplus.

Mission

Educational Public Charity - The Lund Report considers itself the most vital source of health news in Oregon and is committed to helping create a more accountable and transparent system.

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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 (2023)

Revenue Breakdown

Contributions & Grants $467,743

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $467,743

Expense Breakdown

Grants Paid $0

Salaries & Benefits $322,592

Fundraising Expenses $0

Program Expenses $339,923

Other Expenses $122,137

TOTAL EXPENSES $444,729

Year-over-Year Comparison

	2023	2022	Change
Revenue	$467,743	$548,679	-0.1%
Expenses	$444,729	$442,998	+0.0%
Net Income	$23,014	$105,681	-0.8%

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

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
Robin Lawson	Board Member	001.00	Director	$0	$0	$0
Sil Pienovi	Board Member	001.00	Director	$0	$0	$0
Sarah Stevens	Board Member	001.00	Director	$0	$0	$0
Berry Omollo	Board Member	001.00	Director	$0	$0	$0
Joanne Zuhl	Board Chairman	003.00	Officer	$0	$0	$0
Mike Francis	Vice Chairman	002.00	Officer	$0	$0	$0
Kat Mastrangelo	Treasurer	002.00	Officer	$0	$0	$0
Rich Read	Secretary	003.00	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
2024	No data	No data	No data	No data
2023	$467,743	$444,729	$239,396	$23,014
2022	$548,679	$442,998	$216,382	$105,681
2021	$418,937	$413,768	$110,701	$5,169
2020	$291,287	$352,591	$105,532	$-61,304
2019	$227,930	$234,724	$166,836	$-6,794

The Lund Report