LIFE INVESTORS FORTUNAIRES CLUB CHARITABLE FOUNDATION INC (EIN 420929419) - 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

1966

Legal Domicile

Principal Officer

JEFF BIGLER

Phone

3192008190

Tax Period

2024-01-01 to 2024-12-31

LIFE INVESTORS FORTUNAIRES CLUB CHARITABLE FOUNDATION INC, founded in 1966, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $120K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $51K, a strong 43% operating margin.

Mission

ENCOURAGE AND SUPPORT MATCHING CONTRIBUTIONS TO QUALIFYING CHARITIES AND WORTHY CAUSES IN THE LOCAL COMMUNITIES OF THE PARTICIPANTS AND FRIENDS OF THE ORGANIZATION

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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 $83,595

Program Service Revenue $0

Investment Income $39,054

Other Revenue $-3,133

TOTAL REVENUE $119,516

Expense Breakdown

Grants Paid $66,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,100

Other Expenses $2,574

TOTAL EXPENSES $68,674

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,516	$126,768	-0.1%
Expenses	$68,674	$63,748	+0.1%
Net Income	$50,842	$63,020	-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

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
TOM FOX	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT ANDERSON	PAST PRES	1.00	Officer Director	$0	$0	$0
DAVE MENARD	PRES	1.00	Officer Director	$0	$0	$0
JEFF BIGLER	TREASURER	1.00	Officer Director	$0	$0	$0
JO CARBAUGH	SECRETARY	1.00	Officer Director	$0	$0	$0
LANCE CARLSON	DIRECTOR	0.50	Director	$0	$0	$0
KIRK HAEFNER	DIRECTOR	0.50	Director	$0	$0	$0
ANDY HEJLIK	DIRECTOR	0.50	Director	$0	$0	$0
TOM KNEELAND	DIRECTOR	0.50	Director	$0	$0	$0
DARREL PECK	VP	1.00	Officer Director	$0	$0	$0
JOSH RICE	DIRECTOR	0.50	Director	$0	$0	$0
TIM STRELLNER	DIRECTOR	0.50	Director	$0	$0	$0
PAT THIELEN	DIRECTOR	0.50	Director	$0	$0	$0
NEIL WILKINSON	DIRECTOR	0.50	Director	$0	$0	$0
ERIC ELLISON	CO TREAS	1.00	Officer Director	$0	$0	$0
GREG JOHNSON	DIRECTOR	0.50	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	$119,516	$68,674	$915,014	$50,842
2023	$126,768	$63,748	$864,172	$63,020
2022	$134,190	$113,137	$801,152	$21,053
2021	$112,218	$60,171	$780,099	$52,047
2020	$95,895	$87,756	$728,052	$8,139
2018	$76,501	$66,228	$703,569	$10,273

LIFE INVESTORS FORTUNAIRES CLUB CHARITABLE FOUNDATION INC