LULU'S PLACE INC (EIN 834368221) - 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

2019

Legal Domicile

Principal Officer

DOUGLAS KIMMELMAN

Phone

9494132833

Tax Period

2024-01-01 to 2024-12-31

LULU'S PLACE INC, founded in 2019, is a mid-sized nonprofit in the Recreation & Sports sector that reported $24.3M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $21.7M, a strong 89% operating margin.

Mission

OWN AND OPERATE A MULTI-SPORT AND LEARNING CENTER CAMPUS

🔒

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 $17,714,823

Program Service Revenue $0

Investment Income $6,586,619

Other Revenue $-21,971

TOTAL REVENUE $24,279,471

Expense Breakdown

Grants Paid $1,530,200

Salaries & Benefits $0

Fundraising Expenses $600,864

Program Expenses $1,660,284

Other Expenses $856,501

TOTAL EXPENSES $2,582,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,279,471	$21,127,998	+0.1%
Expenses	$2,582,545	$451,350	+4.7%
Net Income	$21,696,926	$20,676,648	+0.0%

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

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
DOUGLAS KIMMELMAN	BOARD CHAIR & PRESIDENT	10.00	Officer Director	$0	$0	$0
MICHAEL MCKEE	BOARD VICE CHAIR & VP	30.00	Officer Director	$0	$0	$0
ROBERT KIMMELMAN	VP & TREASURER	1.00	Officer Director	$0	$0	$0
KARINA HAMILTON	VP & ASST. SECRETARY	10.00	Officer Director	$0	$0	$0
KENNETH BENTLEY	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL FABER	DIRECTOR	6.00	Director	$0	$0	$0
ANNE KIMMELMAN	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS KIMMELMAN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTTIE KIMMELMAN	DIRECTOR	1.00	Director	$0	$0	$0
JIN THATCHER	DIRECTOR	4.00	Director	$0	$0	$0
JENNIFER WINWARD	DIRECTOR	4.00	Director	$0	$0	$0
LEW SHERR	DIRECTOR	1.00	Director	$0	$0	$0
GINNY EHRLICH	DIRECTOR	1.00	Director	$0	$0	$0
ROSANNE MIGLIORINO	VP & SECRETARY	10.00	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
2024	No data	No data	No data	No data
2024	$24,279,471	$2,582,545	$77,820,406	$21,696,926
2023	$21,127,998	$451,350	$52,046,132	$20,676,648
2022	$10,835,731	$1,225,621	$29,542,024	$9,610,110
2021	$12,780,969	$746,542	$21,208,650	$12,034,427
2020	$5,046,512	$1,257,272	$4,231,314	$3,789,240
2019	$2,000,000	$1,557,633	$442,367	$442,367

LULU'S PLACE INC