Lomi School Foundation (EIN 942495238) - 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

7075790465

Tax Period

2023-01-01 to 2023-12-31

Lomi School Foundation, founded in 1978, is a small nonprofit that reported $457K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $678K exceeded revenue, resulting in a 48% operating deficit.

Mission

Lomi School Foundation provides supervision and quality education to interns, preparing them to move to a Public Health job. Lomi also offers sliding scale counseling to individual adults, children, couples and families. Lomi provides care to people of low-income who cannot afford to pay for much needed treatment of their mental illnesses.

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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 $118,397

Program Service Revenue $338,057

Investment Income $0

Other Revenue $744

TOTAL REVENUE $457,198

Expense Breakdown

Grants Paid $0

Salaries & Benefits $493,151

Fundraising Expenses $34,774

Program Expenses $591,523

Other Expenses $185,053

TOTAL EXPENSES $678,204

Year-over-Year Comparison

	2023	2022	Change
Revenue	$457,198	$397,732	+0.1%
Expenses	$678,204	$647,589	+0.0%
Net Income	$-221,006	$-249,857	-0.1%

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

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
Thomas Pope MFT	Clinical Director	40.00		$73,575	$0	$73,575
Samuel Bernier	Trustee	2.00	Director	$0	$0	$0
Kelly Leo	Trustee	2.00	Director	$0	$0	$0
Jean Wedekind MFT	President	10.00	Officer Director	$0	$0	$0
Candi Kenney	Trustee	2.00	Director	$0	$0	$0
Anandita Dutta	Trustee	2.00	Director	$0	$0	$0
Shannon Sweeney	Secretary	2.00	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	No data	No data	No data	No data
2023	$457,198	$678,204	$132,118	$-221,006
2022	$397,732	$647,589	$352,568	$-249,857
2021	$927,142	$615,518	$602,425	$311,624
2020	$614,520	$606,882	$924,368	$7,638
2019	$612,040	$667,968	$969,712	$-55,928
2018	$750,821	$733,252	$1,000,734	$17,569

Lomi School Foundation