LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER (EIN 751561127) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

MARICELLA GARCIA

Phone

4693740590

Tax Period

2024-10-01 to 2025-09-30

LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER, founded in 1977, is a small nonprofit that reported $284K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $371K exceeded revenue, resulting in a 31% operating deficit.

Mission

THE LONE STAR CHAPTER IS A CHAPTER OF THE NATIONAL LUPUS FOUNDATION OF AMERICA AND IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR PEOPLE AFFECTED BY LUPUS THROUGH RESEARCH, EDUCATION, SUPPORT AND ADVOCACY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $272,444

Program Service Revenue $0

Investment Income $10,566

Other Revenue $863

TOTAL REVENUE $283,873

Expense Breakdown

Grants Paid $126,541

Salaries & Benefits $152,868

Fundraising Expenses $106,132

Program Expenses $246,166

Other Expenses $91,694

TOTAL EXPENSES $371,103

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,873	$254,300	+0.1%
Expenses	$371,103	$366,571	+0.0%
Net Income	$-87,230	$-112,271	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$112,272

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH ROTH	PRESIDENT/CE	40.00	Officer	$112,272	$0	$112,272
DANA FERGINS	DIRECTOR/SEC	5.00	Officer Director	$0	$0	$0
MARICELLA GARCIA	DIRECTOR/CHA	5.00	Officer Director	$0	$0	$0
CHRISTIAN KENDALL	DIRECTOR/VIC	5.00	Officer Director	$0	$0	$0
NICHOLLE RINELLA	DIRECTOR	2.00	Director	$0	$0	$0
CARMETHIA SANDERS	DIRECTOR	2.00	Director	$0	$0	$0
CAROLINE TESCHEMACHER	DIRECTOR/TRE	2.00	Officer 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	$283,873	$371,103	No data	$-87,230
2024	$254,300	$366,571	$202,566	$-112,271
2023	$285,361	$276,593	$255,134	$8,768
2022	$336,509	$274,615	$214,743	$61,894
2021	$282,967	$288,141	$250,078	$-5,174
2020	$185,268	$307,491	$199,416	$-122,223
2019	$381,953	$362,165	$223,798	$19,788
2018	$442,712	$345,439	$200,031	$97,273

LUPUS FOUNDATION OF AMERICA LONE STAR CHAPTER