RICHARD LAMBERT FOUNDATION (EIN 463655727) - 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

2013

Legal Domicile

Principal Officer

SUSAN CHAVEZ

Phone

7204088417

Tax Period

2024-01-01 to 2024-12-31

RICHARD LAMBERT FOUNDATION, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $165K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

THE PURPOSE OF THE CORPORATION IS TO PROVIDE ACCESS TO AFFORDABLE BEHAVIORAL HEALTH SERVICES AND SUPPORT INCLUDING, BUT NOT LIMITED TO THE FOLLOWING: GRIEF COUNSELING, CRISIS COUNSELING, EDUCATION AND SUPPORT SERVICES TO THE BEREAVED COMMUNITY MEMBERS. THE CORPORATION WILL ADDRESS GRIEF AS A PUBLIC HEALTH SERVICE BY PROVIDING SAFE PLACE TO PROMOTE HEALTHY INDIVIDUALS AND FAMILIES WITH EDUCATION, COPING SKILLS, AND SUPPORT. THE CORPORATION WILL WORK TOGETHER TO HELP NAVIGATE AND GUIDE INDIVIDUALS, COUPLES AND FAMILIES THROUGH THE PAINFUL JOURNEY OF GRIEF, LOSS AND TRAUMA, ALLOWING THE OPPORTUNITY TO BEGIN THE HEALING PROCESS IN A HEALTHY MANNER TO RE-ENGAGE IN LIFE AND RELATIONSHIPS. THE CORPORATION WILL PROVIDE BOTH TRADITIONAL (SECULAR) AND FAITH BASED COUNSELING ON A SLIDING FEE SCALE ACCORDING TO INCOME FOLLOWING THE FEDERAL POVERTY GUIDELINES.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $120,696

Program Service Revenue $32,683

Investment Income $450

Other Revenue $11,646

TOTAL REVENUE $165,475

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,601

Fundraising Expenses $16,400

Program Expenses $134,728

Other Expenses $111,767

TOTAL EXPENSES $177,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,475	$192,329	-0.1%
Expenses	$177,368	$199,552	-0.1%
Net Income	$-11,893	$-7,223	+0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE CHAVEZ	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN CHAVEZ	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
RYAN CUNNINGHAM	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN ENGLE	PAST BOARD C	N/A	Officer Director	$0	$0	$0
KEN GREEN	DIRECTOR	N/A	Director	$0	$0	$0
TOM GREEN	DIRECTOR	N/A	Director	$0	$0	$0
RACHEL JACOBUCCI	BOARD CHAIR	N/A	Officer Director	$0	$0	$0
CHRISTINE POLLIARD	TREASURER	N/A	Officer Director	$0	$0	$0
KARI RAU	SECRETARY	N/A	Officer Director	$0	$0	$0
DAVID SILVA	DIRECTOR	N/A	Director	$0	$0	$0
STEPHANIE SWORE	DIRECTOR	N/A	Director	$0	$0	$0
JUSTYNA THOMAS	DIRECTOR	N/A	Director	$0	$0	$0
TIM WATTS	VICE CHAIR	N/A	Officer 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	$165,475	$177,368	$41,576	$-11,893
2023	$192,329	$199,552	$53,561	$-7,223
2022	$185,806	$177,887	$60,325	$7,919
2021	$178,259	$180,824	$52,281	$-2,565

RICHARD LAMBERT FOUNDATION