Lupus Foundation Of America Florida Chapter Inc (EIN 591752601) - 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

1990

Legal Domicile

Principal Officer

Nick Monfreda

Phone

5612798606

Tax Period

2021-10-01 to 2021-12-05

Lupus Foundation Of America Florida Chapter Inc, founded in 1990, is a small nonprofit that reported $167K in total revenue in fiscal year 2021. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $786K exceeded revenue, resulting in a 370% operating deficit.

Mission

The Lupus Foundation of America Florida Chapter's mission is to improve the quality of life for all people affected by lupus through programs of research, education, support and advocacy.

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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 (2021)

Revenue Breakdown

Contributions & Grants $91,453

Program Service Revenue $0

Investment Income $231

Other Revenue $75,523

TOTAL REVENUE $167,207

Expense Breakdown

Grants Paid $713,703

Salaries & Benefits $61,120

Fundraising Expenses $10,352

Program Expenses $770,471

Other Expenses $11,241

TOTAL EXPENSES $786,064

Year-over-Year Comparison

	2021	2020	Change
Revenue	$167,207	$409,328	-0.6%
Expenses	$786,064	$343,904	+1.3%
Net Income	$-618,857	$65,424	-10.5%

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

$187,938

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Apgar	Chairman	2.00	Officer Director	$0	$0	$0
Reeve Bright	Vice Chair	2.00	Officer Director	$0	$0	$0
Nick Monfreda	Treasurer	2.00	Officer Director	$0	$0	$0
Robert Phillips Phd	Board Member	2.00	Director	$0	$0	$0
Jonathan Ramirez	Board Member	2.00	Director	$0	$0	$0
Amy Kelly-Yalden	President / CEO	40.00	Officer Highest	$177,219	$10,719	$187,938

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
2021	$409,328	$341,856	$628,142	$67,472
2021	$167,207	$786,064	No data	$-618,857
2020	$521,690	$384,158	$638,409	$137,532
2019	$526,589	$464,742	$497,028	$61,847

Lupus Foundation Of America Florida Chapter Inc