LADY BUGS OF STOCKTON FOR HANDICAP PERSONS TRUST (EIN 456389916) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Phone

2099516600

Tax Period

2025-01-01 to 2025-12-31

Mission

PROVIDE MONETARY ASSISTANCE TO LOCAL CHARITIES, ORGANIZATION AND SCHOOLS IN STOCKTON, LOCATED IN SAN JOAQUIN COUNTY, CALIFORNIA, THE FUNDS TO HELP EDUCATION PROGRAMS THAT AID IN THE TEACHING AND IMPROVING THE QUALITY OF LIFE FOR ALL HANDICAP INDIVIDUALS. THE FUNDS ARE ONLY TO BE USED FOR SUCH PROGRAMS FOR HANDICAP INDIVIDUALS THAT SHOW A NEED FOR BASIC SUPPLIES, ELECTRONIC EQUIPMENT, EDUCATIONAL MATERIALS AND COMPUTERS. ALONG WITH SPONSORING A FEW SOCIAL SCHOOL EVENTS FOR THE HANDICAPPED INDIVIDUALS. PROM NIGHT - A SPECIAL NIGHT FOR THE HANDICAPPED INDIVIDUALS, A SAFE AND FUN FILLED NIGHT FOR THOSE INDIVIDUALS THAT ARE NOT ABLE TO ATTEND. THE HANDICAP INDIVIDUALS ATTENDING THE PROM NIGHT WILL RECEIVE FINANCIAL SUPPORT TO COVER THE COSTS FOR TRANSPORTATION, FOOD, CLOTHING, PHOTOS AND ACCESSORIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $923

TOTAL EXPENSES $923

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	$26	-1.0%
Expenses	$923	$51,184	-1.0%
Net Income	N/A	$-51,158	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	Role	Reportable Comp	Other Comp	Total
JOHN DE LUCA	Director	Director	$0	$0	$0
LORI GOBBI	Trustee	Director	$0	$0	$0
BRENDA MING	Trustee	Director	$0	$0	$0
VERONICA PEZZI	Trustee	Director	$0	$0	$0
JOANN ARASHIAN	Trustee	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
2025	No data	$923	No data	No data
2024	$26	$51,184	$923	$-51,158
2023	$18	$6,200	$52,081	$-6,182
2022	$16	$790	$58,262	$-774
2021	$36	$1,405	$59,036	$-1,369
2020	$5	$11,295	$60,405	$-11,290
2019	$10,263	$11,617	$71,697	$-1,354
2018	$1,050	$15,308	$73,051	$-14,258

LADY BUGS OF STOCKTON FOR HANDICAP PERSONS TRUST