LUNAR INC (EIN 844699429) - 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

2020

Legal Domicile

Principal Officer

DANIELLE STEER

Phone

6515040184

Tax Period

2023-01-01 to 2023-12-31

LUNAR INC, founded in 2020, is a small nonprofit that reported $187K in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $629K exceeded revenue, resulting in a 236% operating deficit.

Mission

PROVIDE EDUCATION AND SUPPORT FOR ENTREPRENEURS IDENTIFYING AS WOMEN, BLACK, INDIGENOUS, PEOPLE OF COLOR (BIPOC), AND LGBTQ+ IN ORDER TO ELIMINATE PREJUDICE AND DISCRIMINATION IN THE ENTREPRENEURIAL ECOSYSTEM.

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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 $140,035

Program Service Revenue $46,859

Investment Income $30

Other Revenue $0

TOTAL REVENUE $186,924

Expense Breakdown

Grants Paid $177,989

Salaries & Benefits $221,460

Fundraising Expenses $35,977

Program Expenses $532,924

Other Expenses $229,211

TOTAL EXPENSES $628,660

Year-over-Year Comparison

	2023	2022	Change
Revenue	$186,924	$615,768	-0.7%
Expenses	$628,660	$821,741	-0.2%
Net Income	$-441,736	$-205,973	+1.1%

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

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

$107,425

Total Directors

$107,425

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCUS OWENS	DIRECTOR	1.00	Director	$0	$0	$0
ANDREA DAVILA	PRESIDENT	1.00	Officer Director	$0	$0	$0
TYREE BURKS	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLE STEER	EXECUTIVE DIRECTOR/SECRETA	40.00	Officer Director	$107,425	$0	$107,425
JADE DENSON	TREASURER	1.00	Officer 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	$186,924	$628,660	No data	$-441,736
2022	$615,768	$821,741	$459,228	$-205,973
2021	$834,126	$477,225	$668,972	$356,901
2020	$298,520	$7,713	$290,807	$290,807

LUNAR INC