LUCY FERNANDEZ FOUNDATION INC (EIN 884107708) - 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

ANDRES FERNANDEZ

Phone

3055627232

Tax Period

2024-01-01 to 2024-12-31

LUCY FERNANDEZ FOUNDATION INC, founded in 2022, is a small nonprofit in the Education sector that reported $199K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. Net assets of $801K represent 48 months of operating reserves.

Mission

THE MISSION IS TO DISTRIBUTE SCHOLARSHIPS DIRECTLY TO OUR LADY OF LOURDES ACADEMY FOR THE PURPOSE OF PAYING THE TUITION OF CERTAIN STUDENTS WHO DEMONSTRATE FINANCIAL NEED AFTER EXHAUSTING ALL OTHER FUNDING RESOURCES, AND EXPERIENCE AN UNFORESEEN EVENT OR HARDSHIP. SECONDLY, TO CREATE BOATER AND WATERCRAFT SAFETY AWARENESS.

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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 $78,860

Program Service Revenue $100,037

Investment Income $20,288

Other Revenue $0

TOTAL REVENUE $199,185

Expense Breakdown

Grants Paid $11,978

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $178,643

Other Expenses $194,299

TOTAL EXPENSES $206,277

Year-over-Year Comparison

	2024	2023	Change
Revenue	$199,185	$144,021	+0.4%
Expenses	$206,277	$63,275	+2.3%
Net Income	$-7,092	$80,746	-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

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
ANGEL FERNANDEZ JR	DIRECTOR	5.00	Officer Director	$0	$0	$0
ANDRES FERNANDEZ	CHIEF EXECUTIVE OFFICER	20.00	Officer Director	$0	$0	$0
ANTONIO GARO FRIGULS	CHIEF FINANCIAL OFFICER	10.00	Officer Director	$0	$0	$0
MELISSA FERNANDEZ	CHIEF EXECUTIVE OFFICER	40.00	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
2024	$199,185	$206,277	$801,987	$-7,092
2023	$144,021	$63,275	$808,048	$80,746
2022	$746,999	$19,697	$727,302	$727,302

LUCY FERNANDEZ FOUNDATION INC