THE LUGAR CENTER (EIN 461706566) - 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

2013

Legal Domicile

Principal Officer

JOHN LUGAR

Phone

2028163333

Tax Period

2020-01-01 to 2020-12-31

THE LUGAR CENTER, founded in 2013, is a small nonprofit in the Education sector that reported $331K in total revenue in fiscal year 2020. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $447K exceeded revenue, resulting in a 35% operating deficit.

Mission

THE LUGAR CENTER IS DEDICATED TO PROPOSING SOLUTIONS TO GLOBAL PROBLEMS THAT WILL DEFINE THE 21ST CENTURY.

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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 (2020)

Revenue Breakdown

Contributions & Grants $330,468

Program Service Revenue $0

Investment Income $105

Other Revenue $0

TOTAL REVENUE $330,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $320,564

Fundraising Expenses $12,765

Program Expenses $353,140

Other Expenses $125,976

TOTAL EXPENSES $446,540

Year-over-Year Comparison

	2020	2019	Change
Revenue	$330,573	$621,743	-0.5%
Expenses	$446,540	$670,930	-0.3%
Net Income	$-115,967	$-49,187	+1.4%

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

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

$120,000

Total Directors

$191,154

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI ROWLEY	PROGRAM DIRECTOR AND SECRETARY	40	Officer Director	$120,000	$0	$120,000
DAN DILLER	DIRECTOR OF POLICY	20	Director	$71,154	$0	$71,154
CHARLENE S LUGAR	PRESIDENT	1	Officer Director	$0	$0	$0
JOHN LUGAR	EXECUTIVE DIRECTOR AND TREASURER	5	Officer Director	$0	$0	$0
MARTY MORRIS	DIRECTOR	1	Director	$0	$0	$0
CARL MEACHAM	DIRECTOR	1	Director	$0	$0	$0
NEIL BROWN	DIRECTOR	1	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
2020	$330,573	$446,540	$347,153	$-115,967
2019	$621,743	$670,930	$474,565	$-49,187
2018	$436,651	$779,472	$515,956	$-342,821

THE LUGAR CENTER