LUNDY FAMILY FOUNDATION

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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

2002

Legal Domicile

Principal Officer

CHRIS BURTON

Phone

4109978800

Tax Period

2019-01-01 to 2019-12-31

LUNDY FAMILY FOUNDATION, founded in 2002, is a small nonprofit that reported $364K in total revenue in fiscal year 2019. Revenue surged 161% from the prior year, signaling strong growth momentum.

Mission

TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS, AND/OR TO CARRY OUT THE PURPOSES (COLLECTIVELY THE "QUALIFIED PURPOSES") OF THE CLASS OF ORGANIZATIONS ("QUALIFIED ORGANIZATIONS") ORGANIZED UNDER SECTIONS 501(C)(3), 509(A)(1), AND 509(A)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME ("CODE") WHICH SUPPORT, PROMOTE AND/OR PERFORM EDUCATIONAL AND/OR CHRISTIAN OBJECTIVES, INCLUDING BUT NOT LIMITED TO CHRISTIAN EVANGELISM, ACTS OF SERVICE, EDIFICATION AND STEWARDSHIP (ALL OF SUCH ORGANIZATIONS COLLECTIVELY BEING THE "SUPPORTED CLASS").

Program Service Accomplishments

Program 1

Expenses: $356,421

PROVIDED FUNDS SUPPORTING THE PUBLIC CHARITIES LISTED ONFORM 990 SCHEDULE A PART IV IN ORDER FOR THEM TO CONTINUETHEIR CHARITABLE PURPOSES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $362,695

Other Revenue $1,426

TOTAL REVENUE $364,121

Expense Breakdown

Grants Paid $356,421

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $356,421

Other Expenses $30,042

TOTAL EXPENSES $386,463

Year-over-Year Comparison

	2019	2018	Change
Revenue	$364,121	$139,281	+1.6%
Expenses	$386,463	$295,478	+0.3%
Net Income	$-22,342	$-156,197	-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

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
HARRY LEWIS LUNDY JR	PRES,TRUSTEE & EXEC COMMIT	0.10	Officer Director	$0	$0	$0
KERRY L BURTON	SECRETARY & TRUSTEE	0.10	Officer Director	$0	$0	$0
LAURIE LUNDY	TREAS,TRUST & EXEC COMMITT	0.10	Officer Director	$0	$0	$0
CHRIS BURTON	ASST TREAS, TRUSTEE	4.00	Officer Director	$0	$0	$0
DIANNE LUNDY HEETER	TRUSTEE	0.10	Director	$0	$0	$0
SCOTT HEETER	TRUSTEE	0.10	Director	$0	$0	$0
MARK NORMAN	MANAGING TRUSTEE	0.10	Director	$0	$0	$0
THOMAS JONES	MANAGING TRUSTEE	0.10	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
2019	$364,121	$386,463	No data	$-22,342
2018	$139,281	$295,478	$2,425,589	$-156,197