LAZZERINI FAMILY FOUNDATION (EIN 471450973) - 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

2014

Legal Domicile

Principal Officer

WILLIAM LAZZERINI JR

Phone

6618333783

Tax Period

2018-01-01 to 2018-12-31

LAZZERINI FAMILY FOUNDATION, founded in 2014, is a small nonprofit in the Education sector that reported $443K in total revenue in fiscal year 2018. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $242K, a strong 55% operating margin.

Mission

THE PURPOSE OF THIS CORPORATION IS FOR PUBLIC AND CHARITABLE PURPOSES. IN THE CONTEXT OF THESE GENERAL PURPOSES, THE CORPORATION SHALL PROVIDE FUNDS FOR THE ADVANCEMENT OF EDUCATION AND SCIENCE.

🔒

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 (2018)

Revenue Breakdown

Contributions & Grants $288,453

Program Service Revenue $0

Investment Income $154,275

Other Revenue $0

TOTAL REVENUE $442,728

Expense Breakdown

Grants Paid $200,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,900

Other Expenses $85

TOTAL EXPENSES $200,985

Year-over-Year Comparison

	2018	2017	Change
Revenue	$442,728	$504,954	-0.1%
Expenses	$200,985	$65,816	+2.1%
Net Income	$241,743	$439,138	-0.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY LAZZERINI	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM LAZZERINI JR	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
MIKE LAZZERINI	DIRECTOR	1.00	Director	$0	$0	$0
JENNA FOSTER	DIRECTOR	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
2018	$442,728	$200,985	$1,163,412	$241,743

LAZZERINI FAMILY FOUNDATION