LOPA FOUNDATION (EIN 825225264) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

MEGGAN MURRAY

Phone

5048373355

Tax Period

2024-01-01 to 2024-12-31

LOPA FOUNDATION, founded in 2018, is a small nonprofit in the Health Care sector that reported $410K in total revenue in fiscal year 2021. Revenue surged 147% from the prior year, signaling strong growth momentum. The organization ran a surplus of $394K, a strong 96% operating margin.

Mission

THE MISSION OF THE ORGANIZATION IS TO ENHANCE LOUISIANA ORGAN PROCUREMENT(CONTINUED ON SCHEDULE O) AGENCY'S CAPACITY IN THE AREAS OF EDUCATION, OUTREACH, AND FAMILY SERVICES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $265,768

Program Service Revenue $0

Investment Income $8,745

Other Revenue $-70,895

TOTAL REVENUE $203,618

Expense Breakdown

Grants Paid $22,490

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,084

Other Expenses $21,028

TOTAL EXPENSES $43,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$203,618	$199,615	+0.0%
Expenses	$43,518	$544,462	-0.9%
Net Income	$160,100	$-344,847	-1.5%

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

$265,378

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID PUCKETT	CHAIR	0.25	Officer Director	$0	$0	$0
NELSON HELLWIG	DIRECTOR	0.25	Director	$0	$0	$0
BRITTANY ELLISER	DIRECTOR	0.25	Director	$0	$0	$0
ARI COHEN MD	DIRECTOR	0.25	Director	$0	$0	$0
WENDY LIPSEY	VICE CHAIR	0.25	Officer Director	$0	$0	$0
JONATHAN PERRY	SECRETARY/TREASURER	0.25	Officer Director	$0	$0	$0
BRETT GORDON	CEO	0.25	Director	$0	$11,147	$265,378
MARK NELSON	DIRECOTR	0.25	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	No data	No data	No data	No data
2024	$203,618	$43,518	$561,229	$160,100
2023	$199,615	$544,462	$468,618	$-344,847
2022	$181,662	$49,043	$790,616	$132,619
2021	$409,978	$16,232	$615,994	$393,746

LOPA FOUNDATION