LUCKY FIN PROJECT C/O CBIZ (EIN 451540800) - 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

2011

Legal Domicile

Principal Officer

MOLLY S STAPELMAN

Phone

2487655959

Tax Period

2023-01-01 to 2023-12-31

LUCKY FIN PROJECT C/O CBIZ, founded in 2011, is a small nonprofit in the Diseases & Disorders sector that reported $242K in total revenue in fiscal year 2023. Revenue surged 105% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF THE LUCKY FIN PROJECT IS TO CELEBRATE, EDUCATE, SUPPORT AND UNITE CHILDREN AND INDIVIDUALS BORN WITH SYMBRACHYDACTYLY OR SIMILAR LIMB DIFFERENCES.

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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 $129,213

Program Service Revenue $0

Investment Income $0

Other Revenue $112,777

TOTAL REVENUE $241,990

Expense Breakdown

Grants Paid $28,767

Salaries & Benefits $54,641

Fundraising Expenses $0

Program Expenses $176,641

Other Expenses $154,171

TOTAL EXPENSES $237,579

Year-over-Year Comparison

	2023	2022	Change
Revenue	$241,990	$117,973	+1.1%
Expenses	$237,579	$176,888	+0.3%
Net Income	$4,411	$-58,915	-1.1%

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

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

$56,024

Total Directors

$56,024

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOLLY S STAPELMAN	PRESIDENT	40.00	Officer Director	$50,417	$5,607	$56,024
DANIEL STAPELMAN	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
KEITH AZZOPARDI	DIRECTOR	2.00	Director	$0	$0	$0
RUTH RATHBLOTT	DIRECTOR	2.00	Director	$0	$0	$0
BARB BRANDT	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$241,990	$237,579	$307,493	$4,411
2022	$117,973	$176,888	$303,081	$-58,915
2021	$241,850	$136,195	$362,038	$105,655
2020	$149,599	$145,908	$256,341	$3,691
2019	$258,903	$157,580	$252,650	$101,323

LUCKY FIN PROJECT C/O CBIZ