Lowe Syndrome Association (EIN 311160328) - 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

1983

Legal Domicile

Principal Officer

Jeri Kubicki

Phone

9106224455

Tax Period

2024-01-01 to 2024-12-31

Lowe Syndrome Association, founded in 1983, is a small nonprofit that reported $125K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $58K, a strong 46% operating margin.

Mission

Improve the lives of persons with Lowe Syndrome and their families through community, education, and supporting research

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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 $98,591

Program Service Revenue $0

Investment Income $26,114

Other Revenue $203

TOTAL REVENUE $124,908

Expense Breakdown

Grants Paid $14,879

Salaries & Benefits $0

Fundraising Expenses $1,413

Program Expenses $54,717

Other Expenses $52,458

TOTAL EXPENSES $67,337

Year-over-Year Comparison

	2024	2023	Change
Revenue	$124,908	$141,550	-0.1%
Expenses	$67,337	$69,906	0.0%
Net Income	$57,571	$71,644	-0.2%

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

Independent Members

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
Jeri Kubicki	President	1.00	Officer Director	$0	$0	$0
Lisa Waldbaum	Director	1.00	Director	$0	$0	$0
John MacDonald	Director	1.00	Director	$0	$0	$0
Theresa Haugen	Director	1.00	Director	$0	$0	$0
Cristen Alberts	Treasurer	1.00	Officer Director	$0	$0	$0
Barry Reinhart	Director	1.00	Director	$0	$0	$0
Cori Degori	Director	1.00	Director	$0	$0	$0
Laura Kim	Director	1.00	Director	$0	$0	$0
Clare Gromoll	Director	1.00	Director	$0	$0	$0
Amy Richards	Director	1.00	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	$124,908	$67,337	$1,152,142	$57,571
2023	$141,550	$69,906	$1,177,257	$71,644
2022	$207,028	$114,413	$1,102,649	$92,615
2021	$381,285	$54,454	$1,010,256	$326,831
2020	$158,665	$125,489	$683,327	$33,176

Lowe Syndrome Association