LUPUS FOUNDATION OF AMERICA INC (EIN 431131436) - 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

1977

Legal Domicile

Principal Officer

CYNTHIA WHEELER

Phone

2023491155

Tax Period

2024-10-01 to 2025-09-30

LUPUS FOUNDATION OF AMERICA INC, founded in 1977, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $15.0M in total revenue in fiscal year 2024. Expenses of $16.7M exceeded revenue, resulting in a 12% operating deficit.

Mission

IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY.

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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 $13,167,396

Program Service Revenue $1,612,180

Investment Income $194,988

Other Revenue $23,403

TOTAL REVENUE $14,997,967

Expense Breakdown

Grants Paid $423,638

Salaries & Benefits $8,968,852

Fundraising Expenses $2,767,818

Program Expenses $12,526,704

Other Expenses $7,227,528

TOTAL EXPENSES $16,743,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,997,967	$15,428,604	0.0%
Expenses	$16,743,518	$17,103,620	0.0%
Net Income	$-1,745,551	$-1,675,016	+0.0%

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

Volunteers

1075

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

$797,103

Total Directors

Key Employees

$863,832

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH A ARNOLD ESQ	CHAIR	5.00	Officer Director	$0	$0	$0
ANDREW BROPHY	IMMEDIATE PAST CHAIR	5.00	Officer Director	$0	$0	$0
BARBARA POLK	VICE CHAIR	5.00	Officer Director	$0	$0	$0
CHRISTINE SMITH TREAS UNTIL	05/25, THEN DIRECTOR	1.00	Officer Director	$0	$0	$0
KEVIN CHEUNG DIRECTOR	TREASURER AS OF 05/25	1.00	Director	$0	$0	$0
PHONG NGUYEN SECRETARY UNTIL	05/25, THEN DIRECTOR	5.00	Officer Director	$0	$0	$0
THERESA JUDAY DIRECTOR	SECRETARY AS OF 05/25	1.00	Officer Director	$0	$0	$0
BRIAN ANTONSEN	DIRECTOR	1.00	Director	$0	$0	$0
JUDY BARLIN	DIRECTOR	1.00	Director	$0	$0	$0
LYNN BLANDFORD	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON BOXX	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY CAFRITZ	DIRECTOR	1.00	Director	$0	$0	$0
KAREN COSTENBADER MD MPH	DIRECTOR	1.00	Director	$0	$0	$0
CONRAD GEHRMAN	DIRECTOR	1.00	Director	$0	$0	$0
SREEDHAR MANDAYAM MD MPH	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN MANZI	DIRECTOR	1.00	Director	$0	$0	$0
TIM NOLAN	DIRECTOR	1.00	Director	$0	$0	$0
CHERI PERRON	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH ROTH	DIRECTOR	1.00	Director	$0	$0	$0
LOUISE VETTER PRESIDENT	CHIEF EXECUTIVE OFFICER	37.50	Officer	$183,300	$5,205	$188,505
MARY T CRIMMINGS INTERIM	CEO; VP, MARKETING & COMMUNICATIONS	37.50	Officer	$300,484	$40,415	$340,899
JEANINE SMITH	VP, NETWORK DEVELOPMENT	37.50	Officer	$224,500	$35,633	$260,133
CYNTHIA WHEELER	CHIEF FINANCIAL OFFICER AS OF 12/24	37.50	Officer	$7,538	$28	$7,566
PATRICK WILDMAN	VP, ADVOCACY & GOVERNMENT	37.50	Key Emp	$212,146	$27,369	$239,515
JOY BUIE	VP, RESEARCH	37.50	Key Emp	$201,167	$24,453	$225,620
MICHAEL DONNELLY	VICE PRESIDENT, COMMUNICATIONS	37.50	Key Emp	$181,534	$28,370	$209,904
TERI YODER	VP, DEVELOPMENT & FUNDRAISING	37.50	Key Emp	$188,484	$309	$188,793
SUSAN J GLOOR	REGIONAL DIRECTOR, NE	37.50	Highest	$177,774	$34,929	$212,703
MATT DEGOOYER	SENIOR REGIONAL DIRECTOR	37.50	Highest	$175,434	$33,867	$209,301
DESIREE WIENAND	DIRECTOR, CORPORATE ENGAGEMENT	37.50	Highest	$159,423	$25,773	$185,196
AMY YALDEN	SENIOR REGIONAL DIRECTOR	37.50	Highest	$190,422	$21,051	$211,473
VALERYIA MIKHARAVA	CONTROLLER	37.50	Highest	$178,523	$10,142	$188,665
JULIE TUNE	FORMER CHIEF FINANCIAL OFFICER	0.00		$179,715	$24,256	$203,971

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	$14,997,967	$16,743,518	$11,374,155	$-1,745,551
2024	No data	No data	No data	No data
2023	$17,248,744	$15,165,951	$15,514,074	$2,082,793
2022	$17,263,965	$15,418,407	$9,829,433	$1,845,558
2021	$15,023,543	$14,727,168	$8,838,757	$296,375
2020	$11,984,507	$13,777,412	$8,259,627	$-1,792,905
2019	$16,877,639	$16,890,888	$9,027,246	$-13,249
2018	$16,331,517	$15,625,648	$9,520,522	$705,869

LUPUS FOUNDATION OF AMERICA INC