LULU & LEO FUND

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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

2012

Legal Domicile

Principal Officer

KEVIN KRIM

Phone

4157611236

Tax Period

2024-07-01 to 2025-06-30

LULU & LEO FUND, founded in 2012, is a small nonprofit in the Arts, Culture & Humanities sector that reported $848K in total revenue in fiscal year 2024. Expenses of $733K left a modest 14% surplus.

Mission

THE LULU & LEO FUND HELPS CHILDREN AND FAMILIES FOSTER CREATIVE CONFIDENCE AND BUILD RESILIENCE THROUGH PROGRAMS THAT PROVIDE MEANINGFUL ENGAGEMENT WITH THE PRINCIPLES OF CREATIVITY.

Program Service Accomplishments

Program 1

Expenses: $419,274 Revenue: $24,500

CHOOSE CREATIVITY, POWERED BY THE LULU AND LEO FUND, EMPOWERS CHILDREN TO BUILD RESILIENCE, CREATIVE CONFIDENCE, AND SOCIAL-EMOTIONAL SKILLS THROUGH OUR LEARN WITH CREATIVE CONFIDENCE PROGRAMS. WE...

CHOOSE CREATIVITY, POWERED BY THE LULU AND LEO FUND, EMPOWERS CHILDREN TO BUILD RESILIENCE, CREATIVE CONFIDENCE, AND SOCIAL-EMOTIONAL SKILLS THROUGH OUR LEARN WITH CREATIVE CONFIDENCE PROGRAMS. WE PROVIDE TRAINING, CURRICULA AND ON-GOING SUPPORT FOR EDUCATORS AND OTHER PROFESSIONALS BASED ON THE 10 PRINCIPLES OF CREATIVITY. LEARN WITH CREATIVE CONFIDENCE (LWCC) IS A K-6 ASSET-BASED CURRICULUM THAT DEVELOPS A STUDENTS VALUES, PERSPECTIVES AND IDENTITY, OR BELIEF ECOLOGY. THE 10 PRINCIPLES OF CREATIVITY AND THEIR MANTRAS ARE THE PILLARS OF OUR PROGRAM. EMBEDDED ACROSS ALL ACADEMIC CONTENT, THE PRINCIPLES PROVIDE A CONSISTENT, CONSTRUCTIVE VOCABULARY FOR EDUCATORS TO DEVELOP AND BUILD THEIR STUDENTS CREATIVE CONFIDENCE AS LEARNERS.

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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 $908,837

Program Service Revenue $24,500

Investment Income $18,592

Other Revenue $-103,899

TOTAL REVENUE $848,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $370,271

Fundraising Expenses $149,477

Program Expenses $419,274

Other Expenses $362,924

TOTAL EXPENSES $733,195

Year-over-Year Comparison

	2024	2023	Change
Revenue	$848,030	$885,048	0.0%
Expenses	$733,195	$598,151	+0.2%
Net Income	$114,835	$286,897	-0.6%

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

$172,100

Total Directors

$15,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE KRIEGER	EXECUTIVE DIRECTOR	40.00	Officer	$150,500	$6,000	$156,500
MARINA KRIM	CO-FOUNDER, BOARD MEMBER & CREATIVE DIRECTOR	20.00	Officer Director	$15,600	$0	$15,600
KEVIN KRIM	CO-FOUNDER & CHAIRMAN	3.00	Officer Director	$0	$0	$0
BRIAN C FOX	TREASURER	1.00	Officer Director	$0	$0	$0
LINDSAY TOMENSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CHAD HARBACH	BOARD MEMBER	1.00	Director	$0	$0	$0
MAURA MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD WOLFFE	BOARD MEMBER	1.00	Director	$0	$0	$0
SONALI THEISEN	BOARD MEMBER	1.00	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
2025	$848,030	$733,195	$1,551,067	$114,835
2024	$885,048	$598,151	$1,465,713	$286,897
2023	$729,368	$534,194	$1,154,210	$195,174
2022	$335,092	$412,398	$998,793	$-77,306
2021	$360,094	$456,825	$1,061,356	$-96,731
2020	$349,074	$452,113	$1,159,778	$-103,039
2019	$758,858	$483,481	$1,236,900	$275,377
2018	$531,863	$446,496	$950,109	$85,367