LULA E BOWMAN (EIN 366127762) - 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

1965

Legal Domicile

Principal Officer

SAME AS 'C' ABOVE

Phone

3126306000

Tax Period

2024-06-01 to 2025-05-31

LULA E BOWMAN, founded in 1965, is a small nonprofit that reported $754K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $848K exceeded revenue, resulting in a 12% operating deficit.

Mission

TO SUPPORT THE JOHNSTON R. BOWMAN HEALTH CENTER

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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 $0

Program Service Revenue $0

Investment Income $754,187

Other Revenue $0

TOTAL REVENUE $754,187

Expense Breakdown

Grants Paid $312,976

Salaries & Benefits $524,724

Fundraising Expenses $0

Program Expenses $558,628

Other Expenses $10,326

TOTAL EXPENSES $848,026

Year-over-Year Comparison

	2024	2023	Change
Revenue	$754,187	$1,284,285	-0.4%
Expenses	$848,026	$761,650	+0.1%
Net Income	$-93,839	$522,635	-1.2%

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

N/A

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
THE NORTHERN TRUST COMPANY	TRUSTEE	40.0		$524,724	$0	$524,724

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
2025	$754,187	$848,026	$17,112,614	$-93,839
2024	$1,284,285	$761,650	$17,205,563	$522,635
2023	$161,868	$479,147	$16,681,545	$-317,279
2022	$730,091	$580,138	$16,996,964	$149,953
2021	$561,185	$527,929	$16,846,974	$33,256
2020	$486,318	$590,544	$16,803,679	$-104,226

LULA E BOWMAN