LUCKY FAMILY MISSION INC (EIN 263699349) - 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

2009

Legal Domicile

Principal Officer

VICKIE LUCKY

Phone

3185490217

Tax Period

2024-01-01 to 2024-12-31

LUCKY FAMILY MISSION INC, founded in 2009, is a micro nonprofit that reported $77K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $130K exceeded revenue, resulting in a 68% operating deficit.

Mission

THE PRIMARY PURPOSE IS TO DISTRIBUTE FUNDS TO INDIVIDUALS, ORGANIZATIONS, AND MINISTRIES FOR CHARITABLE, RELIGIOUS, AND EDUCATIONAL PURPOSES. WE WISH TO GIVE ASSISTANCE TO THE POOR AND NEEDY FAMILIES IN OUR COMMUNITY AND ELSEWHERE.

🔒

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 $36,000

Program Service Revenue $17,735

Investment Income $23,442

Other Revenue $0

TOTAL REVENUE $77,177

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,999

Other Expenses $129,999

TOTAL EXPENSES $129,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,177	$127,586	-0.4%
Expenses	$129,999	$218,371	-0.4%
Net Income	$-52,822	$-90,785	-0.4%

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

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
WILLIAM A LUKCY III	PRESIDENT	1.00	Officer Director	$0	$0	$0
VICKIE T LUCKY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER LUCKY	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM A LUCKY IV	DIRECTOR	0.00	Director	$0	$0	$0
HEIDI LUCKY HAMM	DIRECTOR	0.00	Director	$0	$0	$0
JACQUELINE TUCKER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN HAMM	DIRECTOR	0.00	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	$77,177	$129,999	$895,152	$-52,822
2023	$127,586	$218,371	$965,707	$-90,785
2022	$217,945	$155,393	$1,038,756	$62,552
2021	$137,400	$156,713	$976,204	$-19,313
2020	$345,367	$212,334	$995,517	$133,033
2019	$139,225	$131,955	$862,482	$7,270
2018	$137,935	$137,466	$855,439	$469

LUCKY FAMILY MISSION INC