CELEBRATE FOREVER FOUNDATION (EIN 273284439) - 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

2010

Legal Domicile

Phone

7147588888

Tax Period

2023-01-01 to 2023-12-31

CELEBRATE FOREVER FOUNDATION, founded in 2010, is a micro nonprofit in the Human Services sector that reported $50K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $86K exceeded revenue, resulting in a 71% operating deficit.

Mission

At Celebrate Forever, we believe that individual change leads to improved relationships, healthier families, and stronger communities with the power to make positive change in the world.

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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 $50,289

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $50,289

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $851

Other Expenses $86,013

TOTAL EXPENSES $86,013

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,289	$60,290	-0.2%
Expenses	$86,013	$78,612	+0.1%
Net Income	$-35,724	$-18,322	+0.9%

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

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
KEVIN LU	CEO	10.00	Officer Director	$0	$0	$0
GLORIA LU	CFO/SEC	10.00	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	No data	No data	No data	No data
2023	$50,289	$86,013	$14,924	$-35,724
2022	$60,290	$78,612	$11,839	$-18,322
2021	$130,305	$109,627	$33,646	$20,678
2020	$80,290	$101,995	$29,376	$-21,705
2019	$140,647	$199,331	$18,540	$-58,684
2018	$258,430	$208,277	$82,154	$50,153

CELEBRATE FOREVER FOUNDATION