L3 Organization (EIN 611551363) - 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

2007

Legal Domicile

Principal Officer

Albert Nagy

Phone

5129004435

Tax Period

2023-01-01 to 2023-12-31

L3 Organization, founded in 2007, is a small nonprofit in the Community Improvement sector that reported $726K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring.

Mission

A vibrant global network of proven leaders actualizing their passions, living enriched lives, and making their world a better place. Education and Contributing.

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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 (2023)

Revenue Breakdown

Contributions & Grants $98,750

Program Service Revenue $626,332

Investment Income $491

Other Revenue $0

TOTAL REVENUE $725,573

Expense Breakdown

Grants Paid $0

Salaries & Benefits $204,481

Fundraising Expenses $0

Program Expenses $506,229

Other Expenses $581,234

TOTAL EXPENSES $785,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$725,573	$1,175,892	-0.4%
Expenses	$785,715	$1,075,769	-0.3%
Net Income	$-60,142	$100,123	-1.6%

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

N/A

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

$170,516

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lori Fernandez	Com. Chair - Travel	1.00	Director	$0	$0	$0
Missy Knebel	Com. Chair - Its Done	1.00	Director	$0	$0	$0
Sue McMillin	Treasurer & Finance Chair	1.00	Officer Director	$0	$0	$0
Tamara Hale	President (Ex-officio, non-voting)	40.00	Officer Highest	$170,516	$0	$170,516
Albert Nagy	Chair	1.00	Officer Director	$0	$0	$0
Kathy Nagy	Director	1.00	Director	$0	$0	$0
Hardy Watford	Immediate Past Chair	1.00	Director	$0	$0	$0
Karen Kothmann Watford	Director	1.00	Director	$0	$0	$0
Susan Benson	Director	1.00	Director	$0	$0	$0
Larry Moon	Director	1.00	Director	$0	$0	$0
Judy Moon	Director	1.00	Director	$0	$0	$0
Bill Neyland	Director	1.00	Director	$0	$0	$0
John Carrington	Director	1.00	Director	$0	$0	$0
Mary Carrington	Director	1.00	Director	$0	$0	$0
Karen Smith	Director	1.00	Director	$0	$0	$0
Sam Smith	Director	1.00	Director	$0	$0	$0
Lance Giambelluca	Com. Chair - Membership	1.00	Director	$0	$0	$0
Jennifer Giambelluca	Director	1.00	Director	$0	$0	$0
Susan Lubin	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
2023	$725,573	$785,715	No data	$-60,142
2022	$1,175,892	$1,075,769	$265,966	$100,123
2021	$679,799	$717,802	$188,133	$-38,003
2020	$509,886	$455,286	$239,103	$54,600
2019	$730,443	$714,318	$194,320	$16,125
2018	$720,328	$649,806	$173,056	$70,522

L3 Organization