AVM ORGANIZATION - IN MEMORY OF MEGAN LUM (EIN 814771614) - 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

2016

Legal Domicile

Phone

9259158877

Tax Period

2020-01-01 to 2020-12-31

AVM ORGANIZATION - IN MEMORY OF MEGAN LUM, founded in 2016, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $28K in total revenue in fiscal year 2020. Revenue surged 637% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11K, a strong 39% operating margin.

Mission

To provide funds for aneurysm research education local churches To prepare and provide meals to homeless and funds for covid relief where applicable. To support toy drives and small charity events for the disadvantaged. To provide food drive and donation for the indigent folks.

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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 (2020)

Revenue Breakdown

Contributions & Grants $26,500

Program Service Revenue $0

Investment Income $1,207

Other Revenue $0

TOTAL REVENUE $27,707

Expense Breakdown

Grants Paid $12,660

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,660

Other Expenses $4,367

TOTAL EXPENSES $17,027

Year-over-Year Comparison

	2020	2019	Change
Revenue	$27,707	$3,760	+6.4%
Expenses	$17,027	$3,867	+3.4%
Net Income	$10,680	$-107	-100.8%

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

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	Role	Reportable Comp	Other Comp	Total
Samuel Lum	President	Officer	$0	$0	$0
Quang Trinh	Treasurer	Officer	$0	$0	$0
Bryan Mehring	VP	Officer	$0	$0	$0
Barry Luong	Secretary	Officer	$0	$0	$0
Meachelle Lum	Director	Officer	$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
2020	$27,707	$17,027	$103,963	$10,680

AVM ORGANIZATION - IN MEMORY OF MEGAN LUM