LUCKY FIN PROJECT C/O CBIZ

EIN: 451540800 501(c)(3) Diseases & Disorders

BERKLEY, MI

Total Revenue
$241,990
Total Expenses
$237,579
Total Assets
$307,493
Net Assets
$307,493
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
MI
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.

Program Service Accomplishments

Program 1
Expenses: $103,219

RAISED AWARENESS AND CELEBRATED CHILDREN AND INDIVIDUALS BORN WITH SYMBRACHYDACTYLY OR OTHER LIMB DIFFERENCES.

Program 2
Expenses: $44,655

CREATED A SUPPORT NETWORK FOR PARENTS ACROSS THE U.S. AND AROUND THE WORLD, LINKING PARENTS TO MEDICAL INFORMATION AND RESOURCES AND PROVIDING EDUCATION ON LIMB DIFFERENCES.

Program 3
Expenses: $28,767

FINANCIALLY SUPPORTED CHILDREN WHO ATTENDED SPECIALIZED CAMPS, OBTAINED PROSTHETICS, AND FUNDED OTHER ORGANIZATIONS WITHIN THE LIMB DIFFERENT COMMUNITY.

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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%)

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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

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Governance

Voting Members
5
Independent Members
3
Employees
1
Volunteers
12

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
2
$56,024
Total Directors
5
$56,024
Key Employees
0
$0
Highest Compensated
0
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
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