Judith F Laz Foundation CO Inspire Napa Valley (EIN 933352809) - 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

2023

Legal Domicile

Principal Officer

Kerrin Laz

Phone

7073203495

Tax Period

2025-01-01 to 2025-12-31

Judith F Laz Foundation CO Inspire Napa Valley, founded in 2023, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $223K in total revenue in fiscal year 2025. The organization ran a surplus of $217K, a strong 97% operating margin.

Mission

The mission of the Foundation is to advance cutting-edge Alzheimer's and dementia research at the national level, while also funding local care and services for families and caregivers impacted by these diseases.

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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 (2025)

Revenue Breakdown

Contributions & Grants $222,933

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $222,933

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,000

Other Expenses $5,710

TOTAL EXPENSES $5,710

Year-over-Year Comparison

	2025	2024	Change
Revenue	$222,933	N/A	N/A
Expenses	$5,710	N/A	N/A
Net Income	$217,223	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

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
Kerrin Laz	Chair & Ex Dir	10.00	Officer Director	$0	$0	$0
Robert Cagnazzi	Secretary	0.00	Officer Director	$0	$0	$0
Patricia Poppe	Treasurer	0.00	Officer Director	$0	$0	$0
Kerry Philipovitch	Director	0.00	Director	$0	$0	$0
Kerry Cooper	Director	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
2025	$222,933	$5,710	$217,223	$217,223

Judith F Laz Foundation CO Inspire Napa Valley