Lupus Foundation of Southern California Inc (EIN 330717512) - 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

1996

Legal Domicile

Principal Officer

Gerardo Becerra

Phone

8582782788

Tax Period

2020-10-01 to 2021-09-30

Lupus Foundation of Southern California Inc, founded in 1996, is a small nonprofit in the Diseases & Disorders sector that reported $213K in total revenue in fiscal year 2020. The organization ran a surplus of $146K, a strong 69% operating margin.

Mission

Improving the life of people with Lupus The Organization is dedicated to improving the quality of life for people with Lupus by providing educational and emotional support to

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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 (2020)

Revenue Breakdown

Contributions & Grants $212,558

Program Service Revenue $0

Investment Income $0

Other Revenue $11

TOTAL REVENUE $212,569

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $17,450

Program Expenses $18,105

Other Expenses $63,045

TOTAL EXPENSES $66,328

Year-over-Year Comparison

	2020	2019	Change
Revenue	$212,569	N/A	N/A
Expenses	$66,328	N/A	N/A
Net Income	$146,241	N/A	N/A

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
Gerardo Becerra	President	10.00	Officer Director	$0	$0	$0
Neda Gappy-Cortez	Vice Pres/Secretary	6.00	Officer Director	$0	$0	$0
Matthew Fitz	Vice Pres/Treasurer	4.00	Officer Director	$0	$0	$0
Janet Silva	Director of Comm Outreach	1.50	Director	$0	$0	$0
Daniel Womack	Vice Pres/Director of Operations	3.00	Director	$0	$0	$0
Darby Lee	Director of Social Media	3.00	Director	$0	$0	$0
Shauna Vorst	Director of Communication	2.00	Director	$0	$0	$0
Brendan Amaru	Director of Science and Research	2.00	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
2021	$212,569	$66,328	No data	$146,241

Lupus Foundation of Southern California Inc