LONE STAR FAMILIES FOUNDATION (EIN 874227565) - 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

2022

Legal Domicile

Principal Officer

JEFF METZLER

Phone

8328553401

Tax Period

2024-01-01 to 2024-12-31

LONE STAR FAMILIES FOUNDATION, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $108K in total revenue in fiscal year 2024. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $123K exceeded revenue, resulting in a 13% operating deficit.

Mission

THE PURPOSE OF THE LONE STAR FAMILIES FOUNDATION (THE FOUNDATION) IS TO PROVIDE FINANCIAL ASSISTANCE TO EMPLOYEES OF 1155 DISTRIBUTOR PARTNERS, LLC, D/B/A LONE STAR ELECTRICAL SUPPLIES, A TEXAS LIMITED LIABILITY COMPANY AND ITS SUBSIDIARIES (THE COMPANY). THE FOUNDATION SHALL STRIVE TO ACCOMPLISH THAT PURPOSE BY: (I) ENCOURAGING EMPLOYEES AND OTHER ENTITIES TO VOLUNTARILY SUPPORT THE FOUNDATION, (II) PROVIDING A MECHANISM FOR SUCH SUPPORT AND (III) PROVIDING AID AND SUPPORT TO ELIGIBLE EMPLOYEES IN THE FORM OF HARDSHIP GRANTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $108,489

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $108,489

Expense Breakdown

Grants Paid $120,218

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,218

Other Expenses $2,882

TOTAL EXPENSES $123,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$108,489	$426,348	-0.7%
Expenses	$123,100	$89,457	+0.4%
Net Income	$-14,611	$336,891	-1.0%

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
JEFFREY J METZLER	DIRECTOR	1.25	Director	$0	$0	$0
JASON VAUGHN	DIRECTOR	1.25	Director	$0	$0	$0
NEIL CLAY	DIRECTOR	1.25	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
2024	$108,489	$123,100	$347,241	$-14,611
2023	$426,348	$89,457	$361,852	$336,891

LONE STAR FAMILIES FOUNDATION