MIKE LOWELL FOUNDATION INC (EIN 651154182) - 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

2001

Legal Domicile

Principal Officer

MIKE LOWELL

Phone

3059789055

Tax Period

2024-01-01 to 2024-12-31

MIKE LOWELL FOUNDATION INC, founded in 2001, is a micro nonprofit in the Social Science sector that reported $34K in total revenue in fiscal year 2024. The organization ran a surplus of $20K, a strong 58% operating margin.

Mission

THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO RAISE AND DONATE MONEY TO OTHER TAX EXEMPT ORGANIZATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $34,215

Other Revenue $0

TOTAL REVENUE $34,215

Expense Breakdown

Grants Paid $8,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,750

Other Expenses $5,677

TOTAL EXPENSES $14,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,215	$-3,146	-11.9%
Expenses	$14,427	$10,655	+0.4%
Net Income	$19,788	$-13,801	-2.4%

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

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
MIKE LOWELL	PRESIDENT	1.00	Director	$0	$0	$0
BERTHA LOWELL	VICE PRESIDENT	1.00	Director	$0	$0	$0
GARO FRIGULS	TREASURER	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
2024	$34,215	$14,427	$367,252	$19,788
2023	$-3,146	$10,655	$351,488	$-13,801
2022	$-26,217	$8,965	$426,127	$-35,182
2021	$72,693	$35,364	$426,127	$37,329
2020	$19,469	$18,747	$434,940	$722
2019	$22,734	$121,359	$392,454	$-98,625
2018	$66,154	$158,428	$460,723	$-92,274

MIKE LOWELL FOUNDATION INC