LUPUS FOUNDATION OF AMERICA NORTH CAROLINA CHAPTER INC (EIN 561487119) - 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

1986

Legal Domicile

Principal Officer

LAKISHA MCNAIR

Phone

7047165640

Tax Period

2022-10-01 to 2023-09-30

LUPUS FOUNDATION OF AMERICA NORTH CAROLINA CHAPTER INC, founded in 1986, is a small nonprofit that reported $195K in total revenue in fiscal year 2022. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $252K exceeded revenue, resulting in a 30% operating deficit.

Mission

THE MISSION OF THE LUPUS FOUNDATION OF AMERICA, NORTH CAROLINA CHAPTER, IS TO INFORM, EDUCATE AND PROMOTE AWARENESS AND UNDERSTANDING OF LUPUS, AND TO SUPPORT THOSE AFFECTED BY THE DISEASE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $147,495

Program Service Revenue $0

Investment Income $343

Other Revenue $46,696

TOTAL REVENUE $194,534

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,876

Fundraising Expenses $10,894

Program Expenses $53,379

Other Expenses $105,307

TOTAL EXPENSES $252,183

Year-over-Year Comparison

	2022	2021	Change
Revenue	$194,534	$294,285	-0.3%
Expenses	$252,183	$234,260	+0.1%
Net Income	$-57,649	$60,025	-2.0%

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

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
SONTINA BARNES	SECRETARY	5.00	Director	$0	$0	$0
KAYLA BRITT	BOARD OF DIR	5.00	Officer Director	$0	$0	$0
ERIC LEDERER	BOARD OF DIR	5.00	Director	$0	$0	$0
XAVIER MCCUTCHEON	BOARD OF DIR	5.00	Director	$0	$0	$0
LAUREN PETTIERTTE SCHWEWL	BOARD OF DIR	5.00	Director	$0	$0	$0
EBONY L MARABLE PHR SHRM-CP	VICE CHAIR	5.00	Officer Director	$0	$0	$0
ERIN HOLLAND	CHAIR	5.00	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
2023	$192,258	$258,281	$136,392	$-66,023
2023	$194,534	$252,183	$146,350	$-57,649
2022	$294,285	$234,260	$185,821	$60,025
2021	$277,080	$266,866	$163,952	$10,214
2020	$311,853	$312,218	$131,389	$-365
2019	$388,268	$401,633	$90,470	$-13,365
2018	$393,429	$373,693	$115,501	$19,736

LUPUS FOUNDATION OF AMERICA NORTH CAROLINA CHAPTER INC