LPS CHARITABLE FOUNDATION INC (EIN 834415468) - 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

LUIS E SIMAN

Phone

3052341900

Tax Period

2023-07-01 to 2024-06-30

LPS CHARITABLE FOUNDATION INC, founded in 2019, is a community nonprofit in the Housing & Shelter sector that reported $1.6M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.4M, a strong 89% operating margin.

Mission

TO PROMOTE CATHOLIC FAITH AND PRINCIPLES AND ASSIST IN THE NEEDS OF THE COMMUNITY

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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 $1,475,000

Program Service Revenue $0

Investment Income $102,816

Other Revenue $0

TOTAL REVENUE $1,577,816

Expense Breakdown

Grants Paid $151,004

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $151,004

Other Expenses $25,911

TOTAL EXPENSES $176,915

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,577,816	$2,060,920	-0.2%
Expenses	$176,915	$413,414	-0.6%
Net Income	$1,400,901	$1,647,506	-0.1%

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

N/A

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
LUIS E SIMAN	President	3.00	Director	$0	$0	$0
PATRICIA A SIMAN	Vice President	1.00	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
2025	No data	No data	No data	No data
2024	$1,577,816	$176,915	$4,596,010	$1,400,901
2023	$2,060,920	$413,414	$2,834,761	$1,647,506
2022	$873,800	$735,101	$1,052,344	$138,699
2021	$187,995	$10,647	$995,100	$177,348
2019	$310,000	$2,821	$307,179	$307,179

LPS CHARITABLE FOUNDATION INC