LZ-GRACE WARRIOR RETREAT FOUNDATION (EIN 470961370) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

LYNNETTE BUKOWSKI

Phone

7577843220

Tax Period

2024-01-01 to 2024-12-31

LZ-GRACE WARRIOR RETREAT FOUNDATION, founded in 2013, is a small nonprofit in the Human Services sector that reported $119K in total revenue in fiscal year 2018. Revenue fell 41% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE A PLACE OF RESPITE FOR COMBAT WEARY WARRIORS AND THEIR FAMILIES. TO PROVIDE A SANCTUARY OR REST, RENEWAL AND HOPE TO SPECIAL OPERATIONS FORCES TRANSITIONING FROM COMBAT TO LIFE AT HOME.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,327

Program Service Revenue $0

Investment Income $0

Other Revenue $-1,429

TOTAL REVENUE $2,898

Expense Breakdown

Grants Paid $300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,234

Other Expenses $29,934

TOTAL EXPENSES $30,234

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,898	$534,719	-1.0%
Expenses	$30,234	$98,815	-0.7%
Net Income	$-27,336	$435,904	-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

Governance

Voting Members

Independent Members

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERI BUKOWSKI	CHAIRMAN OF BOARD	15.00	Director	$0	$0	$0
MASA JAMES	BOARD MEMBER	2.00	Director	$0	$0	$0
JOEL P LAMBERT	BOARD MEMBER	2.00	Director	$0	$0	$0
NICK SULLIVAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSH XENAKIS	BOARD MEMBER	1.00	Director	$0	$0	$0
CARL FLANAGAN	ADVISORY BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL MORLINO	ADVISORY BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER ZYDA	ADVISORY BOARD MEMBER	1.00	Director	$0	$0	$0
N/A	EXECUTIVE DIRECTOR	40.00		$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	$2,898	$30,234	$219,807	$-27,336
2023	$14,031	$117,459	$1,046,147	$-103,428
2023	No data	No data	No data	No data
2022	$27,532	$149,791	$1,074,289	$-122,259
2021	$125,879	$208,932	$1,107,158	$-83,053
2020	$84,437	$181,317	$1,141,277	$-96,880
2019	$84,446	$157,254	$1,124,304	$-72,808
2018	$118,963	$116,831	$1,174,923	$2,132

LZ-GRACE WARRIOR RETREAT FOUNDATION