MAGI FUND INC BONNIE LUNA (EIN 521903823) - 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

Principal Officer

BONNIE NELSON LUNA

Phone

4107491633

Tax Period

2024-01-01 to 2024-12-31

MAGI FUND INC BONNIE LUNA is a small nonprofit in the Human Services sector that reported $103K in total revenue in fiscal year 2024. Net assets of $845K represent 98 months of operating reserves.

Mission

NON-PROFIT FUNDRAISING

🔒

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 $67,524

Program Service Revenue $35,767

Investment Income $20

Other Revenue $0

TOTAL REVENUE $103,311

Expense Breakdown

Grants Paid $88,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,810

Other Expenses $14,310

TOTAL EXPENSES $102,810

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,311	$104,102	0.0%
Expenses	$102,810	$107,067	0.0%
Net Income	$501	$-2,965	-1.2%

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

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
KATHY ALESSI	TRUSTEE	N/A	Director	$0	$0	$0
BRENDA ALLEN	TRUSTEE	N/A	Director	$0	$0	$0
JACKIE CASSIDY	TRUSTEE	N/A	Director	$0	$0	$0
PEGGY PALMER	TRUSTEE	N/A	Director	$0	$0	$0
CYNTHIA WILLIAMS	TRUSTEE	N/A	Director	$0	$0	$0
ROBIN COCKEY	SECRETARY	N/A	Officer	$0	$0	$0
BONNIE NELSON LUNA	CHAIRWOMAN	N/A	Officer	$0	$0	$0
MARTY NEAT	TREASURER	N/A	Officer	$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	$103,311	$102,810	$844,789	$501
2023	$104,102	$107,067	$792,208	$-2,965
2022	$106,744	$114,491	$710,340	$-7,747
2021	$135,622	$133,373	$844,390	$2,249
2020	$75,359	$71,043	$713,795	$4,316
2019	$84,796	$85,023	$669,957	$-227
2018	$147,427	$150,675	$575,314	$-3,248

MAGI FUND INC BONNIE LUNA