LUNDY GIVES FOUNDATION

EIN: 933345543 501(c)(3)

RALEIGH, NC

Total Revenue
$11,000
Total Expenses
$10,000
Total Assets
$1,000
Net Assets
$1,000
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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
NC
Principal Officer
JAMIE BAKER
Phone
9198217890
Tax Period
2024-01-01 to 2024-12-31

LUNDY GIVES FOUNDATION, founded in 2023, is a micro nonprofit that reported $11K in total revenue in fiscal year 2024. Expenses of $10K left a modest 9% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO THOUGHTFULLY ENGAGE WITH MEMBERS OF LOCAL COMMUNITY IN ORDER TO SERVE, SUPPORT AND BUILD IMPACTFUL RELATIONSHIPS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,000
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $11,000

Expense Breakdown

Grants Paid $10,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $10,000
Other Expenses $0
TOTAL EXPENSES $10,000

Year-over-Year Comparison

2024 2023 Change
Revenue $11,000 N/A N/A
Expenses $10,000 N/A N/A
Net Income $1,000 N/A N/A
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

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
44

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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES P BAKER III PRESIDENT 0.00
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
2024 $11,000 $10,000 $1,000 $1,000
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