LULA RICH EDUCATIONAL FOUNDATION INC (EIN 640433661) - 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

1969

Legal Domicile

Principal Officer

JAMIE GASTON

Phone

6626277891

Tax Period

2023-07-01 to 2024-06-30

LULA RICH EDUCATIONAL FOUNDATION INC, founded in 1969, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2023.

Mission

PRIVATE SCHOOL GRADES SEVENTH THROUGH TWELFTH GRADE

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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 $208,394

Program Service Revenue $1,365,658

Investment Income $32,784

Other Revenue $368,829

TOTAL REVENUE $1,975,665

Expense Breakdown

Grants Paid $40,826

Salaries & Benefits $1,106,817

Fundraising Expenses $0

Program Expenses $1,580,498

Other Expenses $789,361

TOTAL EXPENSES $1,937,004

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,975,665	$1,926,742	+0.0%
Expenses	$1,937,004	$1,994,526	0.0%
Net Income	$38,661	$-67,784	-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

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
TERRY SMITH	DIRECTOR	2.00	Director	$0	$0	$0
GLENN MONTGOMERY	DIRECTOR	2.00	Director	$0	$0	$0
MASON DUNN	DIRECTOR	2.00	Director	$0	$0	$0
HAYDEN LINLEY	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT CARSON	DIRECTOR	2.00	Director	$0	$0	$0
JAMIE GASTON	PRESIDENT	2.00	Officer	$0	$0	$0
JAMES CURCIO	DIRECTOR	2.00	Director	$0	$0	$0
LESLEY JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
JACKSON WEBB	DIRECTOR	2.00	Director	$0	$0	$0
MARY EVELYN STONESTREET	DIRECTOR	2.00	Director	$0	$0	$0
JOHN WONG	DIRECTOR	2.00	Director	$0	$0	$0
JEFF HOLLOWELL	DIRECTOR	2.00	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
2025	No data	No data	No data	No data
2024	$1,975,665	$1,937,004	$2,889,808	$38,661
2023	$1,926,742	$1,994,526	$2,865,517	$-67,784
2022	$2,151,064	$1,889,351	$2,922,953	$261,713
2021	$2,019,441	$1,712,794	$2,517,579	$306,647
2021	$2,310,202	$1,712,794	$2,843,368	$597,408
2020	$1,728,610	$1,695,754	$2,224,168	$32,856

LULA RICH EDUCATIONAL FOUNDATION INC