Lakulish International Fellowship's Endowment Foundation (EIN 364291793) - 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

1999

Legal Domicile

Principal Officer

Satish M Patel

Phone

3364210690

Tax Period

2023-01-01 to 2023-12-31

Lakulish International Fellowship's Endowment Foundation, founded in 1999, is a small nonprofit in the Religion sector that reported $138K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Net assets of $1.1M represent 98 months of operating reserves.

Mission

To promote the universal brotherhood of mankind, spreading spiritual enlighenment and moral awakening among peoples oeverywhare without consideration of class, creed, gender, belief or persuasion.

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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 $131,938

Program Service Revenue $0

Investment Income $5,607

Other Revenue $0

TOTAL REVENUE $137,545

Expense Breakdown

Grants Paid $38,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $138,387

Other Expenses $100,087

TOTAL EXPENSES $138,387

Year-over-Year Comparison

	2023	2022	Change
Revenue	$137,545	$174,868	-0.2%
Expenses	$138,387	$172,474	-0.2%
Net Income	$-842	$2,394	-1.4%

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
Shirish H Patel	Trusty	007.00	Officer Director	$0	$0	$0
Mehul Patel	Treasurer	010.00	Officer Director	$0	$0	$0
Manojbhai R Parikh	Secretary	005.00	Officer Director	$0	$0	$0
Satishbhai M Patel	President	007.00	Officer	$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
2023	$137,545	$138,387	$1,121,813	$-842
2022	$174,868	$172,474	$1,122,655	$2,394
2021	$373,087	$453,127	$1,120,260	$-80,040
2020	$222,685	$129,871	$1,200,300	$92,814
2019	$192,132	$201,149	$1,107,486	$-9,017
2018	$332,622	$419,050	$1,116,503	$-86,428

Lakulish International Fellowship's Endowment Foundation