Lucky Project (EIN 831995894) - 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

2019

Legal Domicile

Principal Officer

Taylor Matkins

Phone

8165550564

Tax Period

2023-01-01 to 2023-12-31

Lucky Project, founded in 2019, is a small nonprofit in the Human Services sector that reported $280K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $259K left a modest 8% surplus.

Mission

Lucky Project's mission is to show the world the value of individuals with disabilities who are developing the fundamentals to help create full meaningful lives.

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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 (2023)

Revenue Breakdown

Contributions & Grants $50,563

Program Service Revenue $331,774

Investment Income $0

Other Revenue $-102,344

TOTAL REVENUE $279,993

Expense Breakdown

Grants Paid $0

Salaries & Benefits $176,110

Fundraising Expenses $10,371

Program Expenses $226,035

Other Expenses $82,520

TOTAL EXPENSES $258,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$279,993	$215,585	+0.3%
Expenses	$258,630	$280,328	-0.1%
Net Income	$21,363	$-64,743	-1.3%

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

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

$78,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Taylor Matkins	President	15.00	Director	$39,000	$0	$39,000
Kathryn Manhart	Vice President	15.00	Director	$39,000	$0	$39,000
Lucy Jenson	Chairman	15.00	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
2023	$279,993	$258,630	$235,344	$21,363
2022	$215,585	$280,328	$201,170	$-64,743
2021	$158,275	$197,390	$99,690	$-39,115

Lucky Project