LUPUS FOUNDATION OF NORTHERN CALIFORNIA (EIN 942469741) - 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

1978

Legal Domicile

Phone

4089548600

Tax Period

2023-07-01 to 2024-06-30

LUPUS FOUNDATION OF NORTHERN CALIFORNIA, founded in 1978, is a small nonprofit in the Health Care sector that reported $292K in total revenue in fiscal year 2023. The organization ran a surplus of $67K, a strong 23% operating margin.

Mission

The Lupus Foundation of Northern California (LFNC) has been providing services since 1978. LFNC provides a variety of services to support and educate the community, particularly lupus patients, their families, and their support networks.

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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 (2023)

Revenue Breakdown

Contributions & Grants $161,454

Program Service Revenue $0

Investment Income $129

Other Revenue $129,943

TOTAL REVENUE $291,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $128,830

Fundraising Expenses $56,188

Program Expenses $150,591

Other Expenses $95,930

TOTAL EXPENSES $224,760

Year-over-Year Comparison

	2023	2022	Change
Revenue	$291,526	N/A	N/A
Expenses	$224,760	N/A	N/A
Net Income	$66,766	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

100

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
DOUGLAS CARLEN	Director	2.00	Director	$0	$0	$0
SOBIA SALEEM	Trustee	0.00	Director	$0	$0	$0
TZIELAN LEE MD	Director	1.00	Director	$0	$0	$0
THOMAS BAKEWELL	Executive Dir.	0.00	Director	$0	$0	$0
KIRSTEN MAEDA	Director	1.00	Director	$0	$0	$0
DEIDRE BAPTISTA	Director	1.00	Director	$0	$0	$0
SARAH GOOZEE	Director	1.00	Director	$0	$0	$0
JAY REMLEY	Chair	1.00	Officer Director	$0	$0	$0
CAROL SIEBENMORGEN	Vice Chair	1.00	Officer Director	$0	$0	$0
GREG GENETTI	Treasurer	1.00	Officer Director	$0	$0	$0
MISTY RALSTAD	Director	1.00	Director	$0	$0	$0
ERIN BADILLO	Executive Dir.	40.00	Officer	$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	$291,526	$224,760	$100,257	$66,766
2023	$243,518	$217,804	$22,023	$25,714
2022	$308,062	$192,169	$43,789	$115,893
2021	$205,118	$294,583	$63,731	$-89,465
2020	$284,344	$351,902	$80,671	$-67,558

LUPUS FOUNDATION OF NORTHERN CALIFORNIA