LORI FUND INC

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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

2023

Legal Domicile

Principal Officer

Frank J Petruno

Phone

3364070376

Tax Period

2025-01-01 to 2025-12-31

LORI FUND INC, founded in 2023, is a small nonprofit in the Human Services sector that reported $275K in total revenue in fiscal year 2025. Revenue decreased 6% compared to the prior year.

Mission

To provide support for the families of United States Special Forces soldiers who are wounded or killed in the line of duty.

Program Service Accomplishments

Program 1

Expenses: $282,057 Revenue: $379,139

The Lori Fund raises money to support the efforts of other organizations whose mission is parallel to that of The Lori Fund. Specifically The Lori Fund donates all proceeds from fundraising to other 501C3 organizations with applicable missions solid reputations and procedures and mission appropriate efforts.

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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 (2025)

Revenue Breakdown

Contributions & Grants $161,888

Program Service Revenue $0

Investment Income $0

Other Revenue $113,474

TOTAL REVENUE $275,362

Expense Breakdown

Grants Paid $270,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $282,057

Other Expenses $12,057

TOTAL EXPENSES $282,057

Year-over-Year Comparison

	2025	2024	Change
Revenue	$275,362	$293,994	-0.1%
Expenses	$282,057	$334,775	-0.2%
Net Income	$-6,695	$-40,781	-0.8%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Frank Petruno	Executive Director President	15.00	Officer Director	$0	$0	$0
Douglas B Constable	Vice President	10.00	Officer Director	$0	$0	$0
Scott Miller	Treasurer	5.00	Officer Director	$0	$0	$0
Anthony Tremblay	Secretary	5.00	Officer Director	$0	$0	$0
Susan Tremblay	Board Member	5.00	Director	$0	$0	$0
Mike Borso	Board Member	5.00	Director	$0	$0	$0
Dan Sullivan	Board Member	5.00	Director	$0	$0	$0
John L Sullivan	Board Member	5.00	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	$275,362	$282,057	$23,451	$-6,695
2024	$293,994	$334,775	$30,147	$-40,781
2023	$298,487	$400,153	$70,928	$-101,666
2022	$313,669	$344,265	$172,594	$-30,596
2021	$237,862	$171,554	$203,190	$66,308