LUELLA'S LODGE NFP (EIN 850797144) - 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

2021

Legal Domicile

Principal Officer

CARRIE HAY

Phone

2176493663

Tax Period

2023-07-01 to 2024-06-30

LUELLA'S LODGE NFP, founded in 2021, is a small nonprofit in the Human Services sector that reported $106K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16K, a strong 16% operating margin.

Mission

LUELLA'S LODGE IS A 501(C)(3) NON-PROFIT ORGANIZATION THAT PROVIDES SUPPORT GROUPS AND NON-TRADITIONAL HOLISTIC THERAPIES FOR FAMILIES GRIEVING THE DEATH OF A CHILD.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $105,510

Investment Income $0

Other Revenue $0

TOTAL REVENUE $105,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $89,150

Other Expenses $89,150

TOTAL EXPENSES $89,150

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,510	$78,886	+0.3%
Expenses	$89,150	$119,933	-0.3%
Net Income	$16,360	$-41,047	-1.4%

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
CARRIE HAY	FOUNDER/BOARD MEMBER	20.00	Officer Director	$0	$0	$0
BENJAMIN HAY	FOUNDER/BOARD MEMBER	10.00	Officer Director	$0	$0	$0
RYAN BERGER	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
JENNEA KLINGENBERG	TRUSTEE	1.00	Officer Director	$0	$0	$0
MARYBESS GORDON	TRUSTEE	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
2025	No data	No data	No data	No data
2024	$105,510	$89,150	$180,776	$16,360
2023	$78,886	$119,933	$164,416	$-41,047
2022	$217,706	$67,805	$205,463	$149,901

LUELLA'S LODGE NFP