Lufkin Industries Foundation (EIN 756053064) - 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

1964

Legal Domicile

Phone

9366375237

Tax Period

2024-01-01 to 2024-12-31

Lufkin Industries Foundation, founded in 1964, is a small nonprofit that reported $180K in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 54% operating margin.

Mission

To grant scholarships to the dependent children of employees or retirees in good standing with Lufkin Industries, Inc. who meet the qualifications for admission to Colleges, Junior Colleges or Universities.

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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 $180,198

Other Revenue $0

TOTAL REVENUE $180,198

Expense Breakdown

Grants Paid $78,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,000

Other Expenses $5,463

TOTAL EXPENSES $83,463

Year-over-Year Comparison

	2024	2023	Change
Revenue	$180,198	$110,778	+0.6%
Expenses	$83,463	$151,216	-0.4%
Net Income	$96,735	$-40,438	-3.4%

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
Tim Stacy	Trustee	0.10	Director	$0	$0	$0
Melinda Moore	Secretary/Treas	1.00	Officer Director	$0	$0	$0
JoAnn Tyler	Trustee	0.10	Director	$0	$0	$0
Stephen Montes	President	0.10	Officer Director	$0	$0	$0
Jeremy Sanford	Trustee	0.10	Director	$0	$0	$0
Stephen Conway	Trustee	0.10	Director	$0	$0	$0
Tina Peavy	Trustee	0.10	Director	$0	$0	$0
David Berry	Trustee	0.10	Director	$0	$0	$0
Susan Felts	Trustee	0.10	Director	$0	$0	$0
Kelvin Cole	Trustee	0.10	Director	$0	$0	$0
Chris Weathers	Trustee	0.10	Director	$0	$0	$0
Jordan Robinson	President Elect	0.10	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
2024	$180,198	$83,463	$2,703,527	$96,735
2023	$110,778	$151,216	$2,427,665	$-40,438
2022	$81,422	$70,564	$2,120,605	$10,858
2021	$167,789	$131,057	$2,664,296	$36,732
2020	$114,903	$152,345	$2,485,476	$-37,442
2019	$146,404	$103,216	$2,227,702	$43,188
2018	$206,727	$114,832	$1,967,074	$91,895

Lufkin Industries Foundation